Financial Office Administrative Assistant

Job Summary

A company is looking for a Financial Office Administrative Assistant (Remote).

Key Responsibilities

• Manage custodial platforms and compliance coordination
• Oversee client service operations, including onboarding and account maintenance
• Administer technology stacks and create process documentation

Required Qualifications

• 5+ years of experience in financial services operations
• Self-directed and highly organized, with experience in remote work
• Strong client service and internal interaction management skills
• Experience in building structure and improving workflows
• Desire to be an indispensable team member