Advisor Talent Solutions
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.
Preferred Qualifications
2-5 years of administrative experience
Excellent phone and computer skills
Confidence in learning new software, calendars, and other tools
Ability to take initiative and complete tasks without being asked or reminded
Strong attention to detail and work ethic
Ability to prioritize and manage timelines of projects and tasks efficiently
Experience with a CRM is preferred
Patient and able to remain calm when frustrated
Accountable, professional, and honest with integrity
Receptive to constructive criticism
Kind and understanding of others, with an eagerness to learn and humility
Key Responsibilities
Manage newsletter
Schedule client appointments and send appointment reminders
Organize and execute events, including education events, registration, reminder calls, and attendance
Maintain CRM software and update client communications
Perform light office cleaning duties and handle document scanning, shredding, and filing of important and sensitive documents
Compensation: $19/hr. – $21/hr. based on experience
Hours and Compensation
Part-time position – 10 to 20 hours per week
Some evenings and weekends may be required occasionally for special events
Opportunity to transition to full-time employment
Additional Details
Seniority level: Associate
Employment type: Part-time
Job function: Administrative
Presented by Advisor Employee Services. Thank you for your interest in the Office Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. If you feel that you have the skills it takes for the position responsibilities listed, please apply today! https://aesplacement.com/
#J-18808-Ljbffr
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.
Preferred Qualifications
2-5 years of administrative experience
Excellent phone and computer skills
Confidence in learning new software, calendars, and other tools
Ability to take initiative and complete tasks without being asked or reminded
Strong attention to detail and work ethic
Ability to prioritize and manage timelines of projects and tasks efficiently
Experience with a CRM is preferred
Patient and able to remain calm when frustrated
Accountable, professional, and honest with integrity
Receptive to constructive criticism
Kind and understanding of others, with an eagerness to learn and humility
Key Responsibilities
Manage newsletter
Schedule client appointments and send appointment reminders
Organize and execute events, including education events, registration, reminder calls, and attendance
Maintain CRM software and update client communications
Perform light office cleaning duties and handle document scanning, shredding, and filing of important and sensitive documents
Compensation: $19/hr. – $21/hr. based on experience
Hours and Compensation
Part-time position – 10 to 20 hours per week
Some evenings and weekends may be required occasionally for special events
Opportunity to transition to full-time employment
Additional Details
Seniority level: Associate
Employment type: Part-time
Job function: Administrative
Presented by Advisor Employee Services. Thank you for your interest in the Office Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. If you feel that you have the skills it takes for the position responsibilities listed, please apply today! https://aesplacement.com/
#J-18808-Ljbffr