Role- Administrative Assistant 

Schedule: Monday-Friday, 9:00 AM - 5:00 PM (30-40 hours/week)

Client Timezone: Pacific Standard Time

Client overview

This is an established wealth management and financial planning practice. It serves a loyal base of roughly 250 clients who value personal, high-trust service. The team is growing and wants a polished, dependable admin professional to be the first voice clients hear.

Job description

You will be the welcoming, professional voice of the firm. You will take client calls, keep the monthly review calendar running smoothly, and make sure every client feels looked after. You will own scheduling and follow-up. This keeps appointments organized and inquiries answered promptly and consistently. You will work as a true extension of the team, and your reliability and attention to detail will directly shape the client experience. Over time, your role will grow to include paperwork processing.

Responsibilities

• Answer incoming client calls professionally and represent the firm to a discerning clientele
• Schedule monthly client review appointments and keep the calendar organized to reduce conflicts and gaps
• Make follow-up calls and book follow-up appointments as client needs arise
• Support client communication so inquiries are handled promptly and consistently
• Assist with general administrative tasks and, over time, paperwork processing

Must-have requirements

• Excellent spoken English and clear, professional phone manner
• Reliable and punctual, with a professional approach to client service
• Comfortable handling sensitive client information with discretion
• Strong attention to detail in scheduling and record keeping
• Strong written communication skills
• Ability to work independently and stay productive during quieter periods

Nice-to-have requirements

• Bonus if you have experience in a client-facing phone or appointment-setting role
• It helps if you have worked in financial services, wealth management, or another professional services setting
• Bonus if you have experience managing a busy calendar for multiple clients

Why join this team

• Fully remote, full-time role (30-40 hours per week) with a consistent Monday to Friday schedule
• Work within a secure remote setup, with clear access guidelines set by the client and compliance team
• Be treated as an extension of the team, with communication channels and processes set by the client
• Build lasting relationships with an established client base of around 250 clients
• Room to grow your responsibilities over time, including paperwork processing

Apply now. Start helping.