Client-Focused Financial Admin Assistant

We are seeking a reliable and detail-oriented Administrative Assistant to support a Financial Advisor with day-to-day operational and administrative responsibilities. This position is primarily a behind-the-scenes role focused on keeping the office organized, efficient, and running smoothly.

The ideal candidate is highly organized, dependable, professional on the phone, and comfortable handling spreadsheets, scheduling, paperwork, and follow-up communication with insurance and financial companies. Responsibilities include managing client files, coordinating appointments, tracking pending items, assisting with internal processes, and supporting overall office operations.

This role is best suited for someone who enjoys organization, accuracy, and administrative support work in a professional office environment.

Position Type:

Part-time or full-time (flexible depending on availability)

Consider building your career as a Client-Focused Financial Admin Assistant (Flexible PT/FT) at Wize Hire, Inc.