Are you looking for a role where you can grow professionally and make a real impact? Align Financial Solutions is seeking an Administrative Assistant/Client Service Associate to join their innovative team! This temp-to-hire, part-time role offers flexibility, professional development, and a chance to work with a client-centric firm.

Quick Snapshot

Job Type: Temp-to-hire, 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 Company

Align Financial is a financial planning and investment management firm that specializes in serving women and tech/pharma professionals. They’re looking for an Administrative Assistant/Client Service Associate to join their team.

Job Description

As an Administrative Assistant/Client Service Associate, you’ll be responsible for:

• Handling day-to-day office workflow and client communication
• Providing high-quality client experience and identifying areas for improvement
• Managing inbound phone calls and office traffic
• Processing and tracking client paperwork
• Scheduling appointments and maintaining calendars
• Supporting the business with special projects and tasks

What You Can Expect

• Client-first, heart-led culture
• Flexible, results-driven work environment
• High standards and opportunities for growth
• Long-term career growth potential

Requirements

• Professional demeanor and advanced communication skills
• Attention to detail and commitment to superior work product
• Self-directed time management and multi-tasking capabilities
• Demonstrated integrity and work ethic
• Ability to work independently
• College degree or equivalent work experience
• At least 2 years of experience in a professional role

Advantages

• Acumen to work and problem-solve independently
• High level of position ownership
• Dedication to self-improvement and ongoing skill development
• Technologically savvy
• Positive attitude and energetic presence

How to Apply

If you’re interested in this role, email hazel@alignfinancialsolutions.com with your resume and a brief note on why you’d be the best fit.