Overview Are you organized, personable, tech-savvy and looking for flexible part-time work with growth potential? We are a growing financial planning practice seeking a dependable team member to support client service, marketing, and office operations. This is an excellent opportunity to learn the financial services industry while making a meaningful impact on our clients and our team.

This role is ideal for:

Someone seeking a flexible part-time position A recent college graduate looking to gain professional experience An individual with marketing, administrative, customer service, or office management experience A stay-at-home parent returning to the workforce Someone who enjoys helping people and learning new skills No financial industry experience is required. We are willing to train the right candidate. About Us We are a client-focused financial planning practice that values strong relationships, exceptional service, community involvement, and continuously improving. We help individuals and families make informed financial decisions and strive to provide a welcoming and efficient experience for every client.

Key Responsibilities:

Client Service Support Answer phone calls and assist clients professionally Prepare materials for client meetings & follow-up activities Assist with scheduling and client requests Marketing & Community Engagement Support social media efforts on Facebook, LinkedIn, and Instagram Assist with Google reviews and community outreach initiatives Help maintain marketing calendars and communication efforts Event Planning & Client Appreciation Coordinate client appreciation events and special celebrations Assist with event planning, logistics and communication Office & Operations Support Enter data into financial planning software Support daily office operations and workflow improvements Assist with basic technology troubleshooting Qualifications Strong organizational and communication skills Professional, positive, and dependable attitude Attention to detail and strong customer service skills Ability to learn new software and systems Self-motivated with a willingness to take initiative Helpful Experience Administrative support Customer service Marketing or communications Event planning Office management Growth Opportunity You will work closely with our Client Service Specialist to learn our processes and systems. As knowledge and confidence grow, responsibilities will expand to include additional client service, marketing, operational, and project management opportunities. We are looking for someone who wants to become a valuable member of our team and grow with our practice over time. Schedule & Compensation Part-time position (approximately 15-20 hours per week) Flexible scheduling available Competitive hourly compensation based on experience Opportunities for growth and increased responsibilities To Apply Please submit your resume along with a brief note explaining why you'd be interested in joining our team. We value professionalism, a willingness to learn, and a genuine desire to help others. If this sounds like a good fit, we'd love to hear from you.

Pay:

$18.00 - $22.00 per hour Expected hours: 15.0 - 20.0 per week

Benefits:

401(k) Paid time off

Work Location:

In person