Family Business Legacies is seeking a proactive Administrative Assistant to support a financial services practice remotely on a part-time basis. You will handle client service requests, paperwork accuracy, and CRM updates, while coordinating signatures and ensuring compliant client files.
The role emphasizes organization, problem-solving, and effective communication with clients and institutions. 15-25 hours weekly, flexible schedule within business hours.
#J-18808-LjbffrRemote Client Service Associate, Financial Services in indianapolis at Unknown Company
This position is listed as part time and able to be worked remotely.