Are you looking for a flexible part-time opportunity where you can grow your administrative and organizational skills while working remotely? Vibrance Wealth Management, a growing financial services firm, is seeking a detail-oriented and energetic individual to join their team. This role offers a chance to gain hands-on experience in personal finance administration, support sales and marketing activities, and work with a collaborative team—all from the comfort of your home. With flexible hours, a supportive environment, and opportunities to learn, this is the perfect role for someone who values both professional growth and work-life balance.
Job Type: Part-time
Salary: $20 – $25 an hour
Firm: Vibrance Wealth Management
Location: Remote (PST hours)
Open to: Remote applicants (must work PST hours)
Work Schedule: 8-12 hours/week, Day shift (flexible)
Language: English
Full job description
We’re a growing financial services firm looking for an energetic, detail-oriented team player to join our team part-time remotely. This is a great opportunity for someone who is eager to learn about personal finances and wants flexibility.
What You’ll Do
Administrative Support
- Prepare pre-filled client documents and applications for signature
- Enter data into financial planning software
- Help onboard new clients and set up investment accounts
- Coordinate with service providers and vendors
- Assist with other administrative tasks as needed
Sales & Marketing Support
- Generate and organize sales leads
- Design marketing emails
- Manage email marketing platform
- Edit and format presentation materials
What We’re Looking For
- In College or college education required
- Proficient with Google Workspace (Docs, Sheets, Slides, Gmail, Mail Merge), Mailchimp and CRM, such as Hubspot
- Strong attention to detail and great organizational skills
- Positive attitude and willingness to learn
- Experience preferred but not required — we’ll provide training!
Details
- Part-time: 8-12 hours per week to start
- Flexible schedule (must be available during PST am hours)
- Remote position
Application Question(s)
This is a part-time job only. What makes you want a part-time job?
We are located in San Francisoco Bay Area and require the candidate who can work in PST time, say from 8 am or 9 am for four hours for 2 to 3 days. How can you accommodate this schedule?
Education:
Bachelor’s (Preferred) Not Compulsory
Experience:
Administrative: 3 years (Preferred)
Shift availability:
Day Shift (Required)
How to Apply
If this opportunity fits your skills and interests, Vibrance Wealth Management encourages you to submit your resume along with a short cover letter. Applications should be submitted in Google Docs or PDF format.