Administrative Assistant (Financial Services)

Location: Salisbury, Maryland, United States

Salary: $15 per hour, part time

Company

hirify.global provides financial services and supports advisors through an inclusive, collaborative practice environment. This position works with an hirify.global franchise owner.

What you will do

• Greet clients and support day-to-day client service, including meeting confirmations, birthday cards, milestones, gifting, and events.
• Copy, scan, file, and maintain client records, office files, supplies, and incoming mail and checks.
• Update client data, manage client touchpoints, and assist with online client experience and secure email setup.
• Prepare meetings by pulling e-meeting materials and updating Excel sheets.
• Process money-movement requests, help clients navigate the hirify.global website, and assist with financial-plan preparation.
• Keep procedures current and compliant while planning and prioritizing work using calendars, task lists, and office software.

Requirements

• Two years of related experience or training, or an equivalent combination of education and experience.
• Excellent written and verbal communication skills, with the ability to communicate professionally with clients, managers, customers, and the public.
• Ability to read and interpret business, professional, technical, and regulatory materials and prepare business correspondence and reports.
• Working knowledge of Microsoft Excel, Word, Outlook, Adobe, Teams, accounting software, contact-management systems, databases, and other software tools.
• Integrity, discretion, empathy, sound interpersonal skills, and the ability to protect clients' personal information.
• Ability to work part time in the Salisbury, Maryland office environment.

Culture & Benefits

• Fast-paced, highly regulated, and continuously changing professional office environment.
• Inclusive and collaborative culture focused on supporting advisors, employees, clients, and the local community.
• Reasonable accommodations may be available for individuals with disabilities.
• Equal-opportunity employment environment.