Administrative Specialist Jobs

Job Title: Administrative Specialist

Company: Boutique Investment Firm

Location: Remote and one day in the office (Newport Beach, CA)

Position Type: Part-Time (20 hours per week) with potential for Full-Time.

Compensation: $20 per hour

:

We are seeking a highly organized and detail-oriented administrative assistant to support the company founder and the lead financial advisor/financial planner of our boutique investment firm based in Newport Beach. This is a part-time position with the potential to grow into a full-time role. The successful candidate will have the opportunity to become a licensed financial advisor and/or financial planner, if interested in this career path.

Responsibilities:

• Aid in client event planning and coordination.
• Support webinar marketing initiatives.
• Handle account documentation, requests, and new account paperwork.
• Assist with travel planning for the company founder and lead financial advisor.
• Respond to client emails in a professional and timely manner.
• Provide bookkeeping assistance as needed.
• Schedule Zoom meetings and ensure all necessary arrangements are made.
• Compile weekly updates on equity market data reports.
• Assist with quarterly software reports.
• Assist with marketing and social media updates, including our monthly newsletter.
• Reconcile trading data and maintain accurate records.
• Assist with client prospecting and lead management through outside marketing services.
• Update financial spreadsheets for various investments and maintain accuracy.
• Manage client invoicing and billing processes.

Qualifications:

• Familiarity with social media platforms and marketing tools.
• Familiarity with financial planning and investment concepts is desirable.
• Interest to work and learn in the investment and/or financial planning industry.
• Excellent written and verbal communication skills.
• Previous administrative or office management experience preferred.
• Ability to prioritize tasks and meet deadlines.
• Proactive and self-motivated with a positive attitude.
• Strong organizational skills with exceptional attention to detail.
• Proficiency in using Microsoft Office Suite (Word, Excel, PowerPoint).

How to Apply:

Please submit your resume and a brief cover letter detailing your relevant experience and why you are interested in this position.

Note: This job description is intended to provide a general overview of the requirements of the position. It is not exhaustive and additional duties may be assigned based on business needs.