What are the responsibilities and job description for the Administrative Assistant position at Chucri Financial Services & Retirement Planning?
About Us
Chucri Financial is a family-oriented financial planning firm in Clearwater, FL. We help individuals and families simplify their finances, set meaningful goals, and plan for the future.
About the Role
We are hiring a part-time Administrative Assistant to support our growing financial planning practice. This role is ideal for someone who enjoys working on a team, helping others, and keeping operations running smoothly.
What You’ll Do
- Assist with client meeting follow-up
- Email clients to request documents
- Schedule appointments
- Process forms and applications
- Track tasks and maintain checklists
- Support daily office operations
Requirements
- Able to work in-office in Clearwater, FL
- Previous administrative experience preferred, but not required.
- Strong communication skills
- Reliable and punctual
- Detail-oriented and organized
- Comfortable learning new software
- Professional and friendly
Systems You Will Utilize
Outlook, Teams, Excel, Microsoft Lists, Salesforce, eMoney, Adobe, etc.