Business Assistant

Business Assistant
- New Aspect Financial Services LLC

New Aspect Financial Services LLC provides a comprehensive range of financial and retirement planning services tailored to meet diverse client needs. These services include corporate retirement programs, personalized financial planning for executives, and long‑term retirement guidance for individuals and families. The firm prioritizes integrity and excellence, offering high‑quality and professional support to ensure clients achieve their financial goals. Dedicated to delivering superior service, the team is committed to its clients' financial success with unwavering resolve.

This is a part‑time, on‑site position for a Business Assistant, located in the United States. The Business Assistant will manage administrative tasks, support client service processes, organize documentation, and assist with scheduling and communication. The role includes maintaining accurate records, coordinating with team members, and ensuring the smooth operation of daily office activities.

• Strong administrative skills, including scheduling, document organization, and data entry
• Excellent communication skills, both written and verbal, with the ability to professionally interact with clients and team members
• Proficiency in office software tools such as Microsoft Office Suite (Word, Excel, Outlook)
• Attention to detail, time management abilities, and the capacity to multitask effectively
• Background or interest in financial or retirement planning is a plus
• High school diploma or equivalent required; additional certifications or coursework in business administration is advantageous

Entry level

Part‑time