Financial Services Administrative Assistant

Our Client is seeking a highly organized and proactive Financial Services 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 processes
...

Smoker & Company LLC, a leading financial services firm based in Lancaster, PA, is seeking a dedicated and detail-oriented Financial Services Administrative Assistant to join our team. As a member of our team, you will play a crucial role in providing administrative support to our financial advisors and help ensure the smooth operation of our office.

Responsibilities:

• Provide administrative assistance to financial advisors, including managing calendars, scheduling appointments, and handling client inquiries
• Prepare and process client documentation, including account applications, transfers, and investment forms
• Assist in the preparation of financial reports, presentations, and marketing materials
• Perform research and gather data on various financial products and services
• Maintain accurate and up-to-date client records in compliance with regulatory requirements
• Assist with marketing and business...