Part Time Office Assistant

• Serve as the first point of contact for clients, answering phones and greeting visitors in a professional manner
• Assist with scheduling client meetings and maintaining calendars for advisors
• Support client service requests, including account updates, document preparation, and follow-ups
• Manage incoming/outgoing mail, emails, and general office correspondence
• Maintain and organize digital and physical filing systems, ensuring accuracy and confidentiality
• Assist with data entry and updates in CRM systems
• Coordinate office supplies and general office organization needs
• Provide administrative support to advisors and office leadership as needed

• 1+ year of administrative, office support, or customer service experience preferred
• Experience in financial services, banking, or wealth management is a plus
• Strong communication and interpersonal skills
• High attention to detail and organizational ability
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Ability to handle confidential information with discretion
• Professional demeanor and client-first mindset

Experience in financial services, banking, or wealth management is a plus

• Medical, vision, dental, and life and disability insurance
• 401(k) plan