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Part-Time Financial Services Assistant | Client Support
Job in
Tallahassee, Franklin County, Florida, 32318, USA
Listed on 2026-02-13
Listing for:
Legacy Planning
Part Time
position Listed on 2026-02-13
Job specializations:
-
Finance & Banking
Finance Assistant
Job Description & How to Apply Below
A boutique financial planning firm is seeking a seasoned Financial Services Assistant in Tallahassee, FL. This part-time position requires excellent organizational skills and attention to detail while supporting financial advisors and ensuring exceptional customer service. Responsibilities include preparing for client meetings, managing financial document requests, and maintaining e-files. Preferred candidates should have three or more years in financial services and proficiency in relevant software like Wealthbox and CRM systems.
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