Part-Time Financial Administrative Assistant Location: Paramus, NJ Pay rate is up to $26 Schedule: Monday–Friday, approximately 9:00 AM–1:00 PM, with flexibility We are seeking a detail-oriented and organized Part-Time Financial Administrative Assistant to support a Financial Advisor in a professional financial services environment.
Responsibilities
- Assist the Financial Advisor with preparing financial schedules and reports for clients, including:
- Excel spreadsheets
- Portfolio Summary Reviews
- Net Worth Statements
- Cash Flow Statements
- Stock and Mutual Fund Reports
- Historical Performance by Investor Reports
- Annual client deliverable letters
- Prepare and update client forecasts using MoneyGuidePro
- Maintain the calendar for Client Deliverable Reviews and Retainer Fee Schedules
- Prepare and submit Client Deliverables and Managed Account Annual Deliverables to the Home Office
- Print, monitor, and organize monthly practice reports, including:
- Account and Client Monitoring Hub
- Certificate Reports
- Managed Accounts at a Glance
- Managed Accounts Annual Review
- Print and review RMD schedules
- Assist with annual holiday card mailings, including printing client labels
- Maintain accurate and organized client records and documentation
- Provide additional administrative support to the Financial Advisor as needed
Qualifications
- Strong organizational skills and excellent attention to detail
- Proficiency with Microsoft Excel and Microsoft Office
- Comfortable working with spreadsheets, financial reports, and confidential client information
- Ability to manage recurring deadlines and multiple priorities
- Professional written and verbal communication skills
- Previous financial services, wealth management, banking, accounting, or administrative experience is a plus
- MoneyGuidePro experience is a plus, but not required
Position Highlights
- Part-time daytime hours, approximately 9:00 AM–1:00 PM
- Flexibility with the schedule
- Paramus, NJ location
- Great opportunity for someone looking for a professional part-time position in a financial services environment
Benefits
The company offers a benefits package that includes:
- Medical, dental, and vision insurance
- Paid time off and company holidays
- 401(k) retirement plan
- Life and disability insurance
- Hybrid work schedule
- Professional development and growth opportunities
Pay Details: $25.00 to $26.00 per hour
Search managed by: Tracy Galarza
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.