Description

Westaff is Hiring a Part-Time Administrative Assistant at Financial Advisor Office!

We’re seeking a motivated, detail-oriented Administrative Assistant to join our financial advisory office. This role is ideal for individuals seeking a side job or those interested in learning about the financial industry from the ground up.

Position Overview:

• Job Type: Part-Time (20 hours per week)
• Hours: Flexible, typically 9 AM to 1 PM (or as needed to complete tasks)
• Dress Code: Business casual
• Pay Rate: $18 per hour

Job Responsibilities:

• Assist with general office duties and provide administrative support to the financial advisor.
• Maintain communication with clients and compliance teams, ensuring all tasks are completed in a timely and efficient manner.
• Scan, email, and manage paperwork for clients and compliance departments.
• Support daily office operations, helping with various clerical tasks as needed.

Requirements:

• Proficiency in Microsoft Office (Outlook, Excel, Word).
• Strong interpersonal skills – able to connect with and communicate effectively with clients and team members.
• Technologically savvy
• Willingness to learn and adapt in a fast-paced environment
• Looking to grow within financial field/remain for long term!

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