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Our client is seeking a part-time Administrative Assistant to provide comprehensive support to a wealth management advisory team. This fully remote role requires strong organizational skills, attention to detail, and a warm, professional demeanor to ensure smooth daily operations and excellent client service. The role is 15 hours/week, Monday-Friday (3 consecutive hours per day, flexible timing) and is fully remote with occasional in-office meetings (every 1-2 months).

Responsibilities:

Manage calendars, schedule appointments, and handle phone inquiriesMaintain and update electronic filing systems and databasesAssist with tax forms, statements, and financial document preparationCoordinate logistics for meetings and client onboardingLiaise with third-party vendors for website updates and formattingSupport ad hoc projects and operational tasks as assigned

Job Requirements:

Bachelor's degree preferred2-4+ years of administrative experience; finance background a plusProficiency in Microsoft Office SuiteStrong organizational and time management skillsExcellent written and verbal communication skillsAbility to work independently and maintain confidentiality

Compensation/Benefits:

Up to $25-$30/hour + bonusLaptop providedPTO days and NYSE holidays offEligible for 401(k) plan after 3 monthsFlexible remote schedule with occasional in-office presence A1442309NY-Perm_1767997093 To Apply for this Job Click Here