Administrative Assistant

Location: Paramus, NJ

Pay rate is up to $26
Schedule: Monday-Friday, approximately 9:00 AM-1:00 PM, with flexibility

We are seeking a detail-oriented and organized Part-Time Financial Administrative Assistant to support a Financial Advisor in a professional financial services environment.

• Assist the Financial Advisor with preparing financial schedules and reports for clients, including:

  • Excel spreadsheets

  • Portfolio Summary Reviews

  • Net Worth Statements

  • Cash Flow Statements

  • Stock and Mutual Fund Reports

  • Historical Performance by Investor Reports

  • Annual client deliverable letters

• Prepare and update client forecasts using MoneyGuidePro

• Maintain the calendar for Client Deliverable Reviews and Retainer Fee Schedules

• Prepare and submit Client Deliverables and Managed Account Annual Deliverables to the Home Office

• Print, monitor, and organize monthly practice reports, including:

  • Account and Client Monitoring Hub

  • Certificate Reports

  • Managed Accounts at a Glance

  • Managed Accounts Annual Review

• Print and review RMD schedules

• Assist with annual holiday card mailings, including printing client labels

• Maintain accurate and organized client records and documentation

• Provide additional administrative support to the Financial Advisor as needed

• Strong organizational skills and excellent attention to detail

• Proficiency with Microsoft Excel and Microsoft Office

• Comfortable working with spreadsheets, financial reports, and confidential client information

• Ability to manage recurring deadlines and multiple priorities

• Professional written and verbal communication skills

• Previous financial services, wealth management, banking, accounting, or administrative experience is a plus

• MoneyGuidePro experience is a plus, but not required

• Part-time daytime hours, approximately 9:00 AM-1:00 PM

• Flexibility with the schedule

• Paramus, NJ location

• Great opportunity for someone looking for a professional part-time position in a financial services environment

The company offers a benefits package that includes:

• Medical, dental, and vision insurance

• Paid time off and company holidays

• 401(k) retirement plan

• Life and disability insurance

• Hybrid work schedule

• Professional development and growth opportunities

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Global Management Consulting firm.