About the Position
We are seeking a dependable, highly organized Part-Time Administrative Assistant to support a growing financial services office.
This is an excellent opportunity for an experienced administrative professional who is looking for a consistent part-time position in a professional, friendly environment.
The ideal candidate is someone who enjoys staying organized, following through on tasks, working with people, and helping keep a busy office running smoothly.
Previous experience in financial services, insurance, banking, accounting, or another professional office environment is preferred, but not required.
Responsibilities
Responsibilities may include:
- Managing calendars, appointments, and scheduling
- Maintaining and updating spreadsheets and internal tracking systems
- Following up on outstanding paperwork and administrative items
- Assisting with client service and routine client communications
- Organizing and maintaining electronic records
- Data entry and document processing
- Assisting with licensing and onboarding-related administrative tasks
- Tracking deadlines and following up on outstanding items
- General administrative support as needed
What We're Looking For
The ideal candidate will be:
- Highly organized and detail-oriented
- Dependable with strong follow-through
- Comfortable managing multiple tasks and priorities
- Professional and personable when communicating with clients and team members
- Comfortable working independently
- Proficient with computers, email, spreadsheets, and online systems
- Comfortable learning new software and processes
- Able to handle confidential information professionally
Experience with Google Workspace, Microsoft Office, spreadsheets, CRM systems, financial services, insurance, banking, or accounting is a plus.
Pay: $20.00 - $24.00 per hour
Work Location: Hybrid remote in Chalfont, PA 18914
