Part Time Administrative Assistant

Role Overview

• Send, respond to, and manage emails using Microsoft Outlook.
• Make and receive phone calls on behalf of the Financial Advisor.
• Prepare, edit, and organize documents.
• Schedule meetings and manage calendars.
• Create and maintain reports.
• Assist with general administrative and organizational tasks.

Requirements

• Basic computer proficiency.
• Familiarity with Microsoft 365 (Word, Excel, Outlook, Teams).
• Strong verbal and written communication skills.
• Ability to work independently and manage time effectively.
• Willingness to learn new tasks and tools.
• Familiarity with CRM software is a plus.