Administrative Assistant

A company is looking for a part-time Administrative Assistant to provide support to a wealth management advisory team.

Key Responsibilities

Manage calendars, schedule appointments, and handle phone inquiries

Maintain and update electronic filing systems and databases

Assist with tax forms, statements, and financial document preparation

Required Qualifications

Bachelor's degree preferred

2-4+ years of administrative experience; finance background a plus

Proficiency in Microsoft Office Suite

Strong organizational and time management skills