Part Time Administrative Assistant

This is a fully remote position, open to applicants in Utah.

📋 Description

• Manage emails by sending, responding to, and overseeing communications through Microsoft Outlook.

• Handle phone calls on behalf of the Financial Advisor, both incoming and outgoing.

• Prepare, edit, and organize various documents as needed.

• Schedule meetings and coordinate calendars efficiently.

• Generate and maintain reports for tracking purposes.

• Provide support with general administrative and organizational responsibilities.

⛳️ Requirements

• Basic proficiency in computer usage.

• Experience with Microsoft 365 applications (Word, Excel, Outlook, Teams).

• Excellent verbal and written communication abilities.

• Capacity to work independently and manage time effectively.

• Eagerness to learn new tasks and tools.

• Experience with CRM software is an advantage.

🏝️ Benefits

• Comprehensive training and development opportunities.

• Supportive work environment with a focus on teamwork.

• Competitive compensation and benefits package.