10 hr/week
- Administrative Support in Financial Advisor Office Wyman Financial Solutions Federal Way, WA Job Details Part-time $20
- $23 an hour 4 hours ago Qualifications Administrative experience High school diploma or GED Attention to detail Office experience Full Job Description Part-Time Office Support 10 Hours/Week
In Office Only Schedule:
Tuesday & Thursday, 9:30 a.m- 2:30 p.
m.
Location:
Federal Way, WA Compensation:
$20
- 23/hour About Us We are an independent financial advisory practice helping individuals, families, and business owners better understand and manage their financial lives.
We take a client-first approach and place a high value on accuracy, confidentiality, and dependable service. About the Role We are looking for a dependable, detail-oriented person to provide in-office administrative support approximately 10 hours per week. Much of this position involves maintaining accurate client records and completing routine administrative tasks within our CRM and broker-dealer systems. This is a good fit for someone who enjoys organized, detail-focused work and takes pride in completing tasks accurately. This position is best suited for someone specifically looking for a consistent, long-term part-time schedule of approximately 10 hours per week . Responsibilities Assist with new client onboarding in our CRM and broker-dealer systems Enter, update, and maintain client information and records Process routine account maintenance and client documentation Retrieve and organize client statements on a scheduled basis Maintain electronic and physical files Complete routine email follow-up and document requests Handle confidential client information with discretion Assist with other administrative tasks as needed What We're Looking For Strong attention to detail and accuracy Highly organized and dependable Comfortable with data entry and routine administrative work Able to learn new software and systems Able to work independently and follow established processes Comfortable asking questions when information or instructions are unclear Proficient with Microsoft Office Previous CRM, database, financial-services, or administrative experience is helpful but not required Requirements High school diploma or equivalent Must be at least 18 years old Employment is contingent upon completion of required background/fingerprint screening
Job Type:
Part-time Pay:
$20.00
00 per hour Application Question(s): Are you able to work in-office in Federal Way, WA every Tuesday and Thursday from 9:30 a.m. to 2:30 p.m.? Tell us about a job or responsibility where accuracy and attention to detail were especially important. What did you do to make sure your work was correct? Are you willing to complete the required fingerprinting and background screening for this position? This position is expected to remain approximately 10 hours per week for the next two to three years. Why does this schedule appeal to you?
Experience:
Administrative support: 1 year (Preferred)
Work Location:
In person
