Part-Time Office Administrator

Office Administrator – Part Time

Advance your career and truly make a difference. We have an exciting opportunity for a caring, organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company.

We are excited to announce an open part-time position at our growing retirement planning firm in Boise, ID. We are seeking an Office Administrator with recent administrative experience. The main role is to manage Advisors' calendars, follow up with clients, and support events. We are looking for a team player who believes in our mission statement and will work diligently to help serve our clients.

Minimum Requirements:

• 2-5 years of administrative experience preferred
• Great phone and computer skills
• Confident in abilities in learning software, calendars, etc.
• Taking initiative and completing tasks without being asked or reminded
• Strong attention to detail required
• Strong work ethic and follow-through
• Ability to prioritize and efficiently manage timelines of projects/tasks
• Experience with a CRM preferred

Personality/Character Traits:

• Cheerful, positive attitude
• Problem solver
• Patient and slow to anger/frustration
• Accountable and professional
• Good manners, courteous
• Integrity, honest
• Confidence to handle constructive criticism
• Kind and understanding of others
• Eagerness to learn
• Humble

Key Responsibilities:

• Manage newsletter
• Schedule client appointments
• Complete appointment reminders
• Event organization and execution
• CRM software management
• Help with education events, including registration, reminder calls, and event attendance
• Manage client communications
• Light office cleaning duties
• Scan, shred, and file important and sensitive documents and information

Salary:

• $19/hr.-$21/hr. based on experience

Hours:

• This is a part-time position – 10-20 hours a week
• Some evenings and weekends are required occasionally for special events

Hours:

• This is a part-time position with an opportunity to go full-time
• Some evenings and weekends are required occasionally for special events

Presented by Advisor Employee Services. Thank you for your interest in the Office Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!