Executive Assistant
Job in
Clearwater, Pinellas County, Florida, 34623, USA
Listed on 2026-01-02
Listing for:
Chucri Financial Services & Retirement Planning
Part Time
position Listed on 2026-01-02
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Chucri Financial is a family-oriented financial planning firm in Clearwater, FL. We help individuals and families simplify their finances, set meaningful goals, and plan for the future.
About the Role
We are hiring a part-time Executive Assistant to support our growing financial planning practice. This role is ideal for someone who enjoys working on a team, helping others, and keeping operations running smoothly.
What You’ll Do
- Assist with client meeting follow-up
- Email clients to request documents
- Schedule appointments
- Process forms and applications
- Track tasks and maintain checklists
- Support daily office operations
Requirements
- Able to work in-office in Clearwater, FL
- Previous administrative experience preferred, but not required.
- Reliable and punctual
- Detail-oriented and organized
- Comfortable learning new software
- Professional and friendly
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