Part-Time Client Services & Administrative Specialist
Listed on 2026-10-01
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Administrative/Clerical
Office Administrator/ Coordinator, Clerical, Business Administration, Admin Assistant
Cumulative Wealth Solutions LLC is seeking a Client Services & Administrative Assistant to join our boutique financial planning team. This part-time role is approximately 20 hours per week, with flexibility and room to grow into an Office Manager or Operations position as the firm expands.
You will greet clients, manage scheduling, support advisors, prepare materials for seminars, and maintain organized client files.
The Part-Time Client Services & Administrative Specialist position in the Management & Operations, Other field is open for applications.
This opportunity is part of our work in Management & Operations, Other.
The advertised compensation is 30.000 - 39.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Part-Time Client Services & Administrative Specialist role in the description above.
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