Job Information
Bridgeview Wealth Part-Time Executive Administrator / Executive Assistant in Mars, Pennsylvania
Our boutique Financial Planning firm helps families integrate all forms of wealth including human, relational and financial values. We are seeking a permanent part-time team member to assist us in this relationship-based work.
The ideal candidate will be an organized, reliable, problem solver with excellent follow through and detail orientation.
As the chosen candidate, you will support our team, especially in personal interactions with clients: servicing, answering questions, paperwork, online support, attending not only to client needs/expectations but also being proactive.
Additionally, you will help create daily schedules and facilitate the advisor with daily/weekly/annual priorities and firm objectives and perform other administrative tasks as needed for the firm.
Our perfect candidate would have a knowledge of Microsoft Office Suite, high-end wealth planning, prospecting, and software systems and ability to learn new software. Familiarity with CRM systems and Fidelity paperwork a plus.
Position requires participation in occasional team building/collaboration, social events, firm planning sessions and team meetings which may occur outside business hours. This is a permanent P/T position.
We have a small, friendly, casual work environment and hence we seek a team player with great communication skills, integrity, positivity, work ethic, and self-awareness.
Our office hours are 8AM-5PM Monday -- Thursday. We are looking for an individual to complete their weekly 24-32 hours in person at our location in Mars during those hours. Yep, we don't work most Fridays!
Looking forward to seeing how you might make a contribution to our growing team.
Pay: $20.00 - $25.00 per hour depending on related experience.
PTO based on hours worked and retirement plan.