Administrative Assistant - Design Project Management ZR18327JOB

Role Name: Administrative Assistant

• Fulltime 8:00 AM to 5:00 PM Pacific Time (12:00 AM 9:00 AM PHT) 1 hour unpaid break
  

Client Timezone: Pacific Time

Join a forwardthinking financial services company that s revolutionizing the way clients receive financial advice and support. This innovative firm leverages cuttingedge technology to provide personalized financial services primarily through virtual interactions. As part of a dynamic team you ll play a crucial role in supporting a growing business that values efficiency creativity and exceptional client service.

We re seeking a techsavvy and highly organized Administrative Assistant to become an integral part of our virtual financial services team. In this role you ll be at the forefront of our digital operations managing a variety of tasks that keep our business running smoothly. From coordinating virtual client meetings to creating eyecatching visual content you ll have the opportunity to showcase your diverse skill set and contribute to the company s growth. This position offers a unique blend of administrative expertise and creative flair perfect for someone who thrives in a dynamic fastpaced environment and is passionate about the financial services industry.

• Expertly manage and schedule client appointments using our stateoftheart proprietary system ensuring a seamless experience for both clients and advisors
  
• Coordinate and distribute Zoom meeting links for virtual client consultations maintaining a professional and organized approach to digital communication
  
• Unleash your creativity by designing engaging flyers and visual content using Canva and PowerPoint enhancing our marketing efforts and client communications
  
• Provide comprehensive administrative and backoffice support: including tracking accounts streamlining operations and improving overall efficiency
  
• Contribute to the success of our team by assisting with innovative agent recognition programs fostering a positive and motivating work environment
  
• Take charge of information management using ClickUp organizing tasks and facilitating clear communication across the team
  
• Maintain an organized and easily accessible file structure within Google Drive ensuring that important documents are always at our fingertips
  

• Demonstrated proficiency in Canva PowerPoint and Google Workspace with a keen eye for design and layout
  
• Experience with digital appointment scheduling systems and virtual meeting platforms (e.g. Zoom)
  
• Familiarity with project management tools like ClickUp or a willingness to quickly learn and adapt to new software
  
• Exceptional organizational skills with the ability to juggle multiple tasks and prioritize effectively in a fastpaced environment
  
• Outstanding written and verbal communication skills with the ability to interact professionally with clients and team members
  
• Basic understanding of financial services industry terminology is a plus but not required we value your willingness to learn and grow with us
  
• Selfmotivated individual who can work independently in a remote setting while still collaborating effectively with a distributed team
  
• Flexibility to adapt to evolving responsibilities as our business grows and expands
  

Join our innovative team and be part of a company that s shaping the future of financial services!