Admin Assistant

Role Name: Administrative Assistant

Schedule:

• Full-time, 8:00 AM to 5:00 PM Pacific Time 1 hour unpaid break
  

Client Timezone: Pacific Time

Client Overview

Join a forward-thinking financial services company that’s revolutionizing the way clients receive financial advice and support. This innovative firm leverages cutting-edge technology to provide personalized financial services, primarily through virtual interactions. As part of a dynamic team, you’ll play a crucial role in supporting a growing business that values efficiency, creativity, and exceptional client service.

Job Description

We’re seeking a tech-savvy and highly organized Administrative Assistant to become an integral part of our virtual financial services team. In this role, you’ll be at the forefront of our digital operations, managing a variety of tasks that keep our business running smoothly. From coordinating virtual client meetings to creating eye-catching visual content, you’ll have the opportunity to showcase your diverse skill set and contribute to the company’s growth. This position offers a unique blend of administrative expertise and creative flair, perfect for someone who thrives in a dynamic, fast-paced environment and is passionate about the financial services industry.

Responsibilities

• Expertly manage and schedule client appointments using our state-of-the-art proprietary system, ensuring a seamless experience for both clients and advisors
  
• Coordinate and distribute Zoom meeting links for virtual client consultations, maintaining a professional and organized approach to digital communication
  
• Unleash your creativity by designing engaging flyers and visual content using Canva and PowerPoint, enhancing our marketing efforts and client communications
  
• Provide comprehensive administrative and back-office support: including tracking accounts - streamlining operations and improving overall efficiency
  
• Contribute to the success of our team by assisting with innovative agent recognition programs, fostering a positive and motivating work environment
  
• Take charge of information management using ClickUp, organizing tasks and facilitating clear communication across the team
  
• Maintain an organized and easily accessible file structure within Google Drive, ensuring that important documents are always at our fingertips
  

Requirements

• Demonstrated proficiency in Canva, PowerPoint, and Google Workspace, with a keen eye for design and layout
  
• Experience with digital appointment scheduling systems and virtual meeting platforms (e.g., Zoom)
  
• Familiarity with project management tools like ClickUp, or a willingness to quickly learn and adapt to new software
  
• Exceptional organizational skills with the ability to juggle multiple tasks and prioritize effectively in a fast-paced environment
  
• Outstanding written and verbal communication skills, with the ability to interact professionally with clients and team members
  
• Basic understanding of financial services industry terminology is a plus, but not required – we value your willingness to learn and grow with us
  
• Self-motivated individual who can work independently in a remote setting while still collaborating effectively with a distributed team
  
• Flexibility to adapt to evolving responsibilities as our business grows and expands
  

Join our innovative team and be part of a company that’s shaping the future of financial services!