Administrative Assistant (Part-Time)

Administrative Assistant (Part-Time)

Floe Financial Partners – Pasadena, CA | In-office | Mon–Fri, 9:00 a.m.–2:00 p.m. | $29/hour

About Floe Financial Partners

• Since 1987, Floe Financial Partners, Inc. has enabled individuals, families, charities and corporations to work toward their financial goals. We feel that we have built an outstanding team of advisors, support staff and related professionals. The financial consultants of Floe Financial Partners, Inc. are affiliated with LPL Financial. Unlike traditional brokerage firms in which stockbrokers charge commissions to execute trades, we are fee-based asset managers who provide investment advice.
• Website: www.floefinancialpartners.com.

About the role

• Front-desk and administrative support for a financial advisory firm. You’ll be the first point of contact for clients and help keep daily operations running smoothly.
• Part-time, in-office only: Monday–Friday, 9:00 a.m.–2:00 p.m. (some hour flexibility; Monday–Friday is required). We’re seeking someone interested in a long-term role with potential for growth.

Key responsibilities

• Professionally answer and direct phone calls, and warmly greet clients and visitors.
• Process client service requests and disbursements in accordance with firm procedures.
• Assist with client scheduling, meeting coordination, and calendar management.
• Scan, digitize, and accurately file or archive documents within firm systems.
• Manage incoming and outgoing mail, deliveries, office supplies, and meeting catering needs.
• Support daily office operations and assist with logistics and planning for client and firm events.

Requirements

• Prior office/admin experience strongly preferred.
• Comfortable on the phone and with computer software: Windows, Outlook.
• Clear, professional communication and warm client service.
• Strong attention to detail, accuracy, and follow-through; reliable and punctual.
• Capable of handling a busy, ever-changing workload with professionalism and attention to detail.
• Ability to handle confidential information with discretion.

How to apply

• Submit resume to henrique.martins@floefp.com with the subject line: Administrative Assistant – Your Name. Kindly include a short statement describing your availability and how your experience aligns with this position.