Horowitz Wealth Advisors
Part-Time Financial Planner Administrative Assistant
San Francisco, CA
About us -
Horowitz Wealth Advisors is located in the Financial District of San Francisco, CA. We specialize in Wealth Management and Financial Planning. Our practice is cohesive and professional, and great care is taken to help clients achieve their financial goals and dreams. Providing clients with top-notch service is a hallmark of the practice. A significant component of that service experience is provided by our administrative staff.
About you –
- You maintain a professional demeanor and have outstanding verbal and written communication skills
- You have the ability to manage changing priorities while paying attention to deadlines
- You enjoy learning and have the aptitude to learn new things quickly
- You are accurate and tenacious when it comes to follow-through
- You can work independently, are self-motivated and a problem-solver, and exhibit a can-do attitude
- You are highly organized and detail oriented
The Job Responsibilities –
This administrative support position is part-time, from 15 - 20 hours per week. The desired schedule is Monday through Friday from 9am to 1pm, but there is potential for flexibility. There are projects that occur on a quarterly basis that may require up to 20 hours per week, while the remaining weeks/months may require fewer hours per week.
- Provide clients with five-star client experiences; develop rapport and be an advocate for them
- Manage both outgoing and incoming calls to/from clients
- Prepare and process account applications and paperwork accurately and timely
- Follow up with clients on their service needs and questions; interface with broker-dealer and vendors as needed
- Document activities, tasks, transactions; keep files organized; maintain your own calendar
- Assist with sending client emails
Key requirements –
- 2+ years of college; a bachelor’s degree is preferred
- 2+years prior administrative/client service experience in the financial services industry; preferably supporting a financial advisor and working directly with clients.
- A minimum of 2-3 years of total work experience
- Excellent math skills; verbal and written communication skills; as well as critical thinking skills
- Strong proficiency in Microsoft Office Suite – particularly Word, PowerPoint (flow charts) and Outlook
- Strong computer aptitude; ability to learn new systems quickly
- Experience with financial systems is a plus (we use Docusign and Adobe)
We offer -
A supportive and professional environment; generous hourly pay commensurate with prior experience. Benefits depend on hours worked; paid holidays, paid time off, and potential for bonuses.
Equal Opportunity Employer.
Job Type: Part-time
Pay: $39.00 - $45.00 per hour
Ability to Commute:
- San Francisco, CA 94104 (Required)
Work Location: In person
