
Admin Assistant for Financial Advisory Firm
16 hours ago
Benefits:
Attractive salary of up to $3,000/month
Stable, full-time role with standard office hours
Supportive and professional working environment
Exposure to the financial advisory industry
Job Description:
We are seeking an experienced Admin Assistant to support operations in a Financial Advisory (FA) firm. The successful candidate must have prior experience either working directly with Financial Advisors or within an FA firm.
Roles and Responsibilities:
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Provide administrative support to financial advisors and the team
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Handle client documentation, filing, and compliance checks
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Manage appointment scheduling and internal communications
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Assist with onboarding new clients and policy servicing
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Maintain accurate and confidential records
Others:
Working Hours: Standard office hours (Monday to Friday)
Salary: $3,000/month
Company name will be disclosed upon successful hire
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