Administrative Assistant

Location: In-office; 16 hours per week

Salary: $18.00–$20.00 per hour, depending on qualifications and experience.

Company

hirify.global provides financial products and services through financial advisory practices.

What you will do

• Answer incoming calls, respond to information requests, and manage practice email and postal mail.
• Welcome members and clients and schedule meetings on behalf of Financial Advisors.
• Assist with preparation and follow-up for client and member meetings.
• Maintain contact management records, including client preferences and contact information.
• Order supplies, track practice expenses, process bills, and support routine projects and business planning.
• Provide administrative backup for staff and complete additional office tasks as assigned.

Requirements

• Previous administrative or secretarial experience is desired.
• Strong computer aptitude and knowledge of Microsoft Word, Excel, and PowerPoint, or the ability to learn these tools.
• Ability to manage multiple tasks and maintain high-quality work during frequent interruptions.
• Ability to protect sensitive and confidential information.
• Basic understanding of hirify.global Financial products and services.
• Ability to work with all practice roles, represent the organization with external clients, and maintain outside relationships.

Culture & Benefits

• Part-time, in-office schedule of 16 hours per week.
• Work includes collaboration with Financial Advisors, practice staff, clients, members, and outside organizations.
• Background verification is required as part of the hiring process.
• Fingerprinting is required for submission to the Federal Bureau of Investigation for nationwide record review.
• Access to Wealthscape may involve compliance with the firm’s Code of Ethics and designated brokerage-account requirements.