Financial Services Administrative Assistant

Flexible part-time schedule and paid time off are available with this onsite role at Odyssey Wealth Management Group, LLC in Spencer, MA. You will help keep daily office operations running smoothly while supporting client-facing and internal administrative needs.

Responsibilities

• Provide administrative support to help ensure efficient operation of the office
• Answer and direct phone calls in a polite and professional manner
• Coordinate and schedule appointments and meetings
• Prepare and distribute correspondence, memos, and forms
• Assist in the preparation of regularly scheduled reports
• Maintain filing systems and organize documents
• Order office supplies and maintain inventory
• Manage the CRM
• Perform data entry and update databases
• Assist with project coordination and tracking

Requirements

• Proven experience as an administrative assistant or relevant role
• Excellent typing skills and strong computer literacy, including proficiency in Microsoft Office365
• Strong organizational skills with the ability to multitask and prioritize tasks
• Attention to detail and problem-solving skills
• Excellent written and verbal communication skills
• Professional phone etiquette and client service skills
• Financial services industry experience is a plus
• Federal Background check is mandatory
• Must be willing and able to pass a FINRA background check (application question)
• Client services experience: 2 years (Required)
• Financial services experience: 2 years (Preferred)

Benefits

• Flexible schedule
• Paid time off

Location: Spencer, MA (onsite)
Schedule: Part-time
Compensation: $18.00 - $20.00 per hour

Technology: Microsoft Office365

Additional information:
Securities, insurance and investment advisory services are offered through OSAIC Wealth, Inc., a Member FINRA/SIPC, a Registered Investment Advisor. Osaic Wealth is separately owned, and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services may also be offered through Odyssey Wealth Management Group, LLC, who is not affiliated with Osaic Wealth, Inc.