Office Administrator to Financial Advisor (On-call)

We’re looking for a warm, detail-oriented professional to join our team as an Office Administrator and Assistant to a Financial Advisor. This is a temporary position with flexible hours, an onsite role offering meaningful work, variety in your day, and the peace of mind that comes with leaving work at work. Ideal for someone who thrives in a fast-paced environment, enjoys helping others, and takes pride in keeping operations smooth and clients well cared for.
 

• Friendly, professional demeanor with clients and colleagues
• Exceptionally organized, detail-driven, and comfortable working with numbers
• Able to manage multiple priorities calmly and effectively
• Self-starter who confidently makes decisions to keep things moving
• Discreet, trustworthy, and committed to delivering outstanding service
• Ability to learn new processes, software, and clients

• Greet clients and respond to phone/email inquiries with professionalism and care
• Prepare meeting materials and reports for client consultations
• Track and close action items from meetings

• Manage daily office functions and ensure operational efficiency
• Schedule appointments, manage advisor’s calendar, and coordinate meetings
• Work within compliance of firm and industry procedures and policies

• Assist with execution of marketing initiatives, seminar planning, and client outreach campaigns
• Maintain and update CRM/contact management systems
• Support follow-up communications with prospects and clients

• Strong attention to detail, with excellent organizational and follow-through skills
• Ability to work independently while managing multiple tasks and deadlines
• Skilled in Microsoft Office (Word, Excel, Outlook); comfortable with CRM and new technologies
• experienced in administrative or client service roles (financial services a plus)
• Bachelor’s degree or equivalent work experience preferred