We’re a growing financial services firm looking for a detail-oriented and proactive team player.

What You’ll Do

• Administrative Support: Prepare pre-filled client documents and applications for signature, enter data into financial planning software, coordinate with service providers and vendors, and assist with other administrative tasks as needed
• Sales & Marketing Support: Generate and organize sales leads, manage email marketing platform, design marketing emails, and edit and format presentation materials

What We’re Looking For:

• Core skills: Exceptional attention to detail, strong organizational skills, positive attitude
• Tech Savvy: Proficient with Google Workspace, Mailchimp, LinkedIn, Hubspot
• Education / Experience: Minimum 3 years of administrative experience required; experience within the financial services is highly preferred.

Position Details:

• Schedule: Part-time, 10-12 hours per week to start, flexible, but you must be available during PST AM hours
• Location: 100% Remote (Must be authorized to work in the US
• Compensation: $25 - $30 per hour (Depending on experience)

How to ApplyPlease submit your resume and a brief cover letter in PDF format.

Job Type: Part-time

Pay: $25.00 - $30.00 per hour

Benefits:

• Flexible schedule

Application Question(s):

• Rate your familiarity (Beginner, Intermediate, Expert) with Mailchimp, HubSpot (or similar CRM), LinkedIn postings. Briefly describe how you have used them in a past role.
• This is strictly a part-time position. What makes a part-time schedule the right fit for you at this time? Are you working full-time now? Or are you also looking for a full-time position?
• This role requires being available during PST morning hours (e.g., 8:00 AM or 9:00 AM start, 2–3 days a week). How can you reliably accommodate this schedule from your location?

Education:

• High school or equivalent (Preferred)

Experience:

• Administrative Assistant: 3 years (Required)

Shift availability:

• Day Shift (Required)

Work Location: Remote