Administrative Assistant to CFP®/Firm Owner

$52,000 - $52,000/Yr

Unclassified - Los Angeles, CA

Part-time - Entry Level

Los Angeles, CA

About the position

The Administrative Assistant will support the firm owner of a boutique financial services firm, providing essential administrative support to ensure smooth operations and high-quality service delivery to clients. This part-time role involves a variety of tasks, including account maintenance, compliance procedures, and client communication, particularly during the busy tax season.

Responsibilities

• Conducting account maintenance tasks
• Preparing new account paperwork
• Processing contributions and distributions
• Preparing reports for client meetings
• Maintaining compliance procedures
• Working with home office support team to resolve matters
• Answering office telephones and making outbound calls to clients as needed
• Scanning documents
• Sending correspondence by mail, email, or fax

Requirements

• Attention to detail
• Strong organizational skills
• Excellent verbal and written communication skills
• Proficiency with Windows, Outlook, Excel, and Word
• Ability to quickly learn new concepts
• Flexibility to handle multiple tasks, especially during busy seasons
• Positive can-do attitude

Benefits

• Limited benefits available for part-time employment