Client Services & Administrative Assistant (Part Time, Hybrid)

Overview:

We are seeking a proactive and detail-oriented individual to support our financial advisory practice. The role involves client servicing, administrative support, and ensuring smooth coordination of client engagement activities.

Key Responsibilities:

. Client Relationship Support

. Manage, schedule and coordinate meetings.

. Assist with birthday gifting, client appreciation initiatives, and other relationship-building activities.

. Provide support for claims servicing and ensure timely follow-up with clients.

. Share health and investment updates with clients where required.

. Administrative & Data Management

. Prepare and maintain Excel reports for client tracking, claims, and updates.

. Update CRM systems & frameworks with accurate and timely information.

. Confirm and coordinate client appointments, ensuring schedules run smoothly.

. Support the advisor in system updates, workflow improvements, and project-specific admin tasks.

. Assist in ad-hoc tasks to ensure smooth business operations.

Requirements:

. Strong organizational and time management skills.

. Proficiency in Microsoft Excel and Canva tools.

. Good communication and interpersonal skills.

. Attention to detail and ability to handle sensitive client information with confidentiality.

. Able to start work immediately

. Possess laptop to work

. Prior experience in client servicing, financial services, or administrative roles is a plus.

Work Arrangement:

. Flexible (part-time or full-time, 3-5 day work week).

. $10 / hour ($12 / hour after probation)

. Hybrid / remote work arrangements may be considered after probation