Administrative Assistant

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.