Client Service Associate/Administrative Assistant

Our Client is seeking a highly organized and proactive Client Service Associate/Administrative Assistant to support one financial advisor remotely. This is a part-time, contract position (1099) requiring a strong knowledge of the Redtail CRM system and familiarity with the LPL Financial network. The ideal candidate will be part of the LPL network and have experience in administrative tasks, client services, compliance, and marketing support.

REMOTE: Must be able to support EST working hours

HOURS: 10-15 hours per week

PAY: $25-35/hour 

Key Responsibilities

Redtail CRM Administration:

• Create and maintain workflows, activity templates, email templates, and automations
• Ensure calendar tasks and activities are up to date, with nothing falling behind
• Regular workflow and data maintenance, including reviewing and optimizing existing...