Part time Practice Assistant - Financial Planning

Exciting Opportunity: Join Our Team as a Practice Assistant!

Are you passionate about meticulous organization and delivering exceptional service in the dynamic world of finance? We are seeking an enthusiastic and detail-oriented individual to join our team as a Practice Assistant. This role offers the perfect blend of administrative prowess, client interaction, and growth opportunities in a supportive small-office environment.

Key Attributes:

· Detail-Oriented Dynamo: You thrive on the details, ensuring no stone is left unturned in delivering precise and accurate support.

· Enthusiastic Energy: Your passion for excellence is contagious, infusing positivity and enthusiasm into everything you do.

· Professional Presence: You embody professionalism and uphold our commitment to exceptional service.

What We Offer:

· Growth Potential: This part-time position has the potential to transition to full-time, offering ample opportunities for career advancement and professional development.

· Dynamic Environment: Join an environment where no two days are the same, keeping you engaged and motivated.

· Supportive Environment: Enjoy working in a small office environment with positive vibes that ensures everyone's success.

Qualifications:

· Administrative Expertise: With a minimum of 3 years' experience in administrative roles, you bring a wealth of expertise in office management and organizational support.

· Tech Savvy: Proficient in MS Office Suite, including Outlook, and ideally Salesforce CRM, you're adept at managing calendars, databases, and various administrative tasks with ease.

· Client-Centric Focus: Your exceptional communication skills and customer service mindset make you a trusted point of contact for clients, ensuring their needs are met with professionalism and care.

· Communication: Excellent written and verbal communication skills

· Scheduling: Experience managing a calendar and schedule in a fast-paced office environment. Capable of performing multiple tasks efficiently.

· Able to manage a large volume of financial and operational details associated with office administration.

· Able to think and work independently, and to adapt to change. Self-motivated.

· A fast learner and have a proactive attitude.

· An understanding of the financial services industry and knowledge of financial terminology is preferred.

Responsibilities:

· Client Support: Schedule appointments, manage client databases, and provide direct support to clients, handling inquiries and processing service requests promptly and accurately.

· Administrative Support: Assist with meeting logistics, document preparation and scanning, data entry, and various administrative tasks to keep operations running smoothly. This includes new account paperwork, electronic applications, and account transfers. Preparing financial documents for clients and advisors. Mail handling and filing.

· Collaborative Coordination: Interact with team members, home office, investment firms, and vendors to facilitate seamless communication and workflow coordination.

· Complete various projects and administrative tasks as assigned.

· Related keywords: practice manager, administrator, paraplanner, financial advisor, financial planning, investments, client, marketing assistant, client experience manager, office manager, admin assistant, executive assistant.

Location & Benefits:

· Work Environment: Enjoy working in a supportive small-office environment.

· Healthcare Guidance: While no health insurance benefits are provided, we'll offer guidance on how to apply for ACA Health Plans if needed, ensuring your well-being is a priority.

Join Us Today!

If you're ready to join an expanding team in the financial services industry, where your enthusiasm, attention to detail, and dedication are valued and rewarded, we want to hear from you! Apply now to take the first step toward a fulfilling career as our Practice Assistant.

Job Type: Part-time

Salary: $19.00 - $24.00 per hour

Expected Hours: 21 – 28 per week

We are an equal opportunity employer, committed to fostering an inclusive and diverse workplace.

Job Type: Part-time

Pay: $19.00 - $24.00 per year

Expected hours: 21 – 28 per week

Schedule:

• Monday to Friday

Ability to Relocate:

• Portland, ME 04102: Relocate before starting work (Required)

Work Location: In person