Part-Time Team Administrator
No visa sponsorship
Core
Provide executive assistant support for Financial Advisors/Private Wealth Advisors, handling phone coverage, calendar management, and expense processing.
Role type
Part-time administrative support specialist
Builds
Administrative operations for financial advisor teams
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Calendar management, Expense reporting, Phone support, Microsoft Office (Word, Excel, Outlook, PowerPoint), Travel itinerary management, Document handling
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses
Responsibilities
Answering inbound/outbound calls, Managing calendars and meeting logistics, Preparing expense reports, Maintaining travel itineraries, General office support (copying, filing, scanning), Participating in firm initiatives