Administrative Assistant

Job Summary

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