Advisor Talent Solutions
Part-Time Office Administrator - Boise, ID
Advisor Talent Solutions, Boise, Idaho, United States, 83708
Office Administrator – Part Time
We have an exciting opportunity for a caring, organized, self‑motivated individual with excellent interpersonal skills seeking to join a well‑established Independent Advisory and Financial Service Company.
We are excited to announce an open part‑time position at our growing retirement planning firm in Boise, ID. We are seeking an Office Administrator with recent administrative experience. The main role is to manage Advisors' calendars, follow up with clients, and support events. We are looking for a team player who believes in our mission statement and will work diligently to help serve our clients.
Key Responsibilities
Manage newsletter
Schedule client appointments
Complete appointment reminders
Event organization and execution
CRM software management
Help with education events, including registration, reminder calls, and event attendance
Manage client communications
Light office cleaning duties
Scan, shred, and file important and sensitive documents and information
Minimum Requirements
2-5 years of administrative experience preferred
Great phone and computer skills
Confident in learning software, calendars, etc.
Takes initiative and completes tasks without being asked or reminded
Strong attention to detail required
Strong work ethic and follow-through
Ability to prioritize and efficiently manage timelines of projects and tasks
Experience with a CRM preferred
Personality/Character Traits
Cheerful, positive attitude
Problem solver
Patient and slow to anger/frustration
Accountable and professional
Good manners, courteous
Integrity, honest
Confidence to handle constructive criticism
Kind and understanding of others
Eagerness to learn
Humble
Salary $19.00/hr – $21.00/hr based on experience.
Hours Part‑time position – 10 to 20 hours per week. Some evenings and weekends are occasionally required for special events. Opportunity to transition to full‑time.
About the Company Advisor Talent Solutions is a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors in all 50 states. We help match talented professionals with established financial advisors. If you feel you have the skills required for this position, please apply today!
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We are excited to announce an open part‑time position at our growing retirement planning firm in Boise, ID. We are seeking an Office Administrator with recent administrative experience. The main role is to manage Advisors' calendars, follow up with clients, and support events. We are looking for a team player who believes in our mission statement and will work diligently to help serve our clients.
Key Responsibilities
Manage newsletter
Schedule client appointments
Complete appointment reminders
Event organization and execution
CRM software management
Help with education events, including registration, reminder calls, and event attendance
Manage client communications
Light office cleaning duties
Scan, shred, and file important and sensitive documents and information
Minimum Requirements
2-5 years of administrative experience preferred
Great phone and computer skills
Confident in learning software, calendars, etc.
Takes initiative and completes tasks without being asked or reminded
Strong attention to detail required
Strong work ethic and follow-through
Ability to prioritize and efficiently manage timelines of projects and tasks
Experience with a CRM preferred
Personality/Character Traits
Cheerful, positive attitude
Problem solver
Patient and slow to anger/frustration
Accountable and professional
Good manners, courteous
Integrity, honest
Confidence to handle constructive criticism
Kind and understanding of others
Eagerness to learn
Humble
Salary $19.00/hr – $21.00/hr based on experience.
Hours Part‑time position – 10 to 20 hours per week. Some evenings and weekends are occasionally required for special events. Opportunity to transition to full‑time.
About the Company Advisor Talent Solutions is a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors in all 50 states. We help match talented professionals with established financial advisors. If you feel you have the skills required for this position, please apply today!
#J-18808-Ljbffr