Join Align Financial Solutions, a innovative firm specializing in financial planning and investment management, and become a vital part of their team as an Administrative Assistant/Client Service Associate. Enjoy flexibility, professional growth, and a competitive hourly rate of $22-$27. Dive in to learn more about this exciting opportunity!
Quick Snapshot
Job Type: Temp-to-hire, Temporary, Part-time
Salary: $22 – $27 per hour
Firm: Align Financial Solutions LLC
Location: Remote
Work Schedule: 20-30 hours per week
Language: English
About the Job
Align Financial Solutions LLC is seeking an Administrative Assistant/Client Service Associate. The job pays $22-$27 per hour, with 20-30 hours per week, and can be done remotely.
Job Description
Align Financial is an innovative firm specializing in financial planning and investment management for women and tech/pharma professionals. As an Administrative Assistant/Client Service Associate, you’ll handle day-to-day office workflow, client communication, and relationship management.
Responsibilities
Proactively and reactively interface with clients via phone, email, and in-person
Deliver high-quality and consistent client experience, identifying areas for improvement
Handle inbound phone calls, office traffic, and client paperwork
Schedule and confirm appointments, maintaining the lead advisor’s calendar
Support the business with special projects and tasks as necessary
What you can expect
Align Financial Solutions isn’t a typical financial services office. We’re building a team culture grounded in mutual support, excellence, and both personal and professional growth. For the right person, this is an exceptional opportunity to grow with the firm.
Client-first, heart-led: We truly care about our clients—and they’ll feel the same about you.
Flexible, results-driven: As long as the work gets done with excellence, we offer flexibility in how and when it’s accomplished.
High standards: We’re a small business with specialized virtual support, so we hire the best of the best—people who are proactive, thoughtful, and intentional.
Long-term growth: This is a role with real career runway and the chance to shape how the firm scales.
Requirements
Experience: At least 2 years in a professional role (administrative assistant or client service background preferred)
Communication Skills: Advanced communication skills, including strong phone and email etiquette
Organizational Skills: Self-directed time management, multi-tasking capabilities, and outstanding organizational skills
Integrity: Demonstrated integrity, work ethic, and obligation to maintain firm and client confidentiality
Technical Skills: Familiarity with industry-related computer programs and proprietary back-office systems
Education: College degree or equivalent work experience
If you’re interested in this role, email hazel@alignfinancialsolutions.com with your résumé and a brief note on why you’d be a great fit for the team.