The Mom Project is seeking a detail-oriented Administrative Assistant to directly support a Financial Advisor in a remote, part-time capacity. This contract role requires prior experience in wealth management or financial planning and familiarity with FinTech tools used in financial services.
You will handle confidential client information, manage scheduling and documentation, and support client onboarding and ongoing account administration as needed.
#J-18808-LjbffrFinancial Advisor in workfromhome at Unknown Company
This position is listed as part time and able to be worked remotely.