About Us
At Money Smart Financial, we help our clients navigate their financial journeys with confidence. While we work in financial services, our office culture is far from stuffy. We pride ourselves on having a laid-back, collaborative, and creative environment where every team member’s voice is valued. I am looking for an organized, welcoming, and detail-oriented Administrative Assistant to keep the office running smoothly.
Position Overview
You will handle the essential day-to-day operations, ensure the paperwork is completed accurately, and provide a warm, professional first impression for our clients. This is an in-person role, perfect for someone who loves variety, stays naturally organized, and thrives in a friendly, independent work environment.
Key Responsibilities & Day-to-Day
- Client Relations: Warmly greet clients upon arrival and answer incoming phone calls with a friendly, helpful attitude.
- Form & Document Preparation: Help prepare, review, and organize financial forms and client onboarding packages.
- Data Entry & Management: Accurately input client information into our database and ensure records are kept up to date.
- Filing & Compliance: Maintain physical and digital filing systems, ensuring highly confidential financial documents are securely and organized.
- Meeting Prep: Assist by preparing files, agendas, or materials ahead of client meetings.
- General Office Vibe: Keep the office tidy, manage incoming/outgoing mail, monitor office supplies, and help with light scheduling or calendar updates.
What We Offer
- A relaxed, friendly, and creative working environment.
- Consistent part-time hours with a respectful work-life balance.
- A supportive team that values your contributions and ideas.
To Apply
If you are a detail-oriented person who enjoys keeping things organized and wants to work in a stress-free, welcoming office, we’d love to meet you! Please submit your resume and a brief note letting us know why you think you’d be a great fit for the Money Smart Financial team.
Pay: $17.20-$23.00 per hour
Benefits:
Work Location: In person
