Part-Time Executive / Client Service Assistant NM Palm Beach Gardens, FL Job Details Part-time $20 - $25 an hour 11 hours ago Qualifications Customer relationship building Workflow management (operations management method) Operations coordination Executive administrative support Mid-level Meeting scheduling Managing clients in a customer support role Task prioritization Client services Data entry Office management Communication skills Progress tracking (project management tasks) Client interaction via phone calls Office record organization Full Job Description About the Role I'm looking for a highly organized, dependable, and proactive part-time professional to support a growing financial planning practice in Palm Beach Gardens. This is a high-trust, high-ownership role. The right person will not only complete tasks, but help ensure the business runs smoothly day-to-day by staying ahead of priorities, maintaining organization, and supporting client service and follow-through. You will play a key role in keeping the business structured and efficient, supporting client relationships, and helping ensure nothing falls through the cracks as we grow. I am willing to train the right person, but I am looking for someone who is motivated, detail-oriented, and comfortable taking initiative without constant direction. Reliability, professionalism, accuracy, and a strong sense of ownership are essential. In return, you will be part of a working environment built on trust, transparency, and accountability, where expectations are clear and both sides are committed to doing things the right way and building something long-term together. Responsibilities

• Prepare for client meetings and ensure materials and information are organized in advance
• Assist with scheduling, calendar coordination, and client follow-up
• Communicate professionally with clients via phone and email
• Support processing of paperwork, applications, and client service requests
• Maintain organization across client and business operations
• Track tasks, deadlines, and outstanding items to ensure completion
• Support overall office efficiency and workflow management
• Assist with data entry and updates to internal systems
• Maintain accurate and organized records
• Handle additional administrative and operational projects as needed
• Identify priorities and follow through without needing constant direction Who I'm Looking For The ideal candidate is:
• Highly organized, detail-oriented, and reliable
• Trustworthy and professional
• Confident, proactive, and comfortable taking initiative
• Strong communicator with clients and professionals
• Able to manage multiple priorities with accuracy
• Comfortable learning new systems and technology
• Independent after training, but collaborative in approach
• Ownership-driven and focused on follow-through
• Interested in a long-term role and growth with the business Prior administrative, executive assistant, or client service experience is preferred.

5+ years is a plus, but not required. I am open to someone earlier in their career who is highly capable, motivated, and looking for a long-term opportunity. Schedule This is an in-person position in Palm Beach Gardens for approximately 16-20 hours per week. The schedule can potentially be structured as:

• Two full days per week, or
• Three shorter days per week Some flexibility may be available for the right person.

This role will be eligible for a full time position after 90 days. Compensation $20-$25 per hour, depending on experience and qualifications. There is potential for additional responsibility and growth as the business continues to expand. To Apply Please submit your resume along with a brief introduction explaining: 1. Your current employment situation and availability 2. Your relevant administrative or client service experience 3. Why you believe you would be a strong fit for this role I'm looking for someone who wants to become a trusted part of the business, takes pride in doing things correctly, and can help create structure and organization as we continue to grow.

Pay:

$20.00 - $25.00 per hour

Work Location:

In person