Part-Time Office Administrator - Boise

Office Administrator – Part Time

We have an exciting opportunity for a caring, organized, self‑motivated individual with excellent interpersonal skills seeking to join a well‑established Independent Advisory and Financial Service Company.

We are excited to announce an open part‑time position at our growing retirement planning firm in Boise,  are seeking an Office Administrator with recent administrative experience. The main role is to manage Advisors' calendars, follow up with clients, and support events. We are looking for a team player who believes in our mission statement and will work diligently to help serve our clients.

• Manage newsletter
• Schedule client appointments
• Complete appointment reminders
• Event organization and execution
• CRM software management
• Help with education events, including registration, reminder calls, and event attendance
• Manage client communications
• Light office cleaning duties
• Scan, shred, and file important and sensitive documents and information

• 2-5 years of administrative experience preferred
• Great phone and computer skills
• Confident in learning software, calendars, etc.
• Takes initiative and completes tasks without being asked or reminded
• Strong attention to detail required
• Strong work ethic and follow-through
• Ability to prioritize and efficiently manage timelines of projects and tasks
• Experience with a CRM preferred

• Cheerful, positive attitude
• Problem solver
• Patient and slow to anger/frustration
• Accountable and professional
• Good manners, courteous
• Integrity, honest
• Confidence to handle constructive criticism
• Kind and understanding of others
• Eagerness to learn
• Humble

$19.00/hr – $21.00/hr based on experience.

Part‑time position – 10 to 20 hours per week. Some evenings and weekends are occasionally required for special events. Opportunity to transition to full‑time.

Advisor Talent Solutions is a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors in all 50 states. We help match talented professionals with established financial advisors. If you feel you have the skills required for this position, please apply today!