Part-time administrative and operational support for a financial planning practice: manage advisor calendar and client communications, process account paperwork and service requests, maintain Wealthbox CRM, prepare meeting materials, and own projects to improve client service and operational efficiency.
Administrative and Operational Assistant (FL or PA) Job Type: Part-time (~10-15 hours per week, with potential to grow) Location: Remote opportunity but must live in FL or PA Reports to: Practice Owner/ Financial Advisor About the Role
What We’re Looking For
We are a growing financial planning and investment advisory practice seeking a detail-oriented, proactive part-time Administrative and Operational Assistant to become the operational backbone of our team. This is more than a traditional administrative role, it is an opportunity to grow with the practice, take ownership of meaningful projects, and directly support our ability to serve clients at a higher level. The ideal candidate is organized, professional, coachable and eager to learn.
Key ResponsibilitiesCalendar & Client Coordination
• Manage the advisor's calendar and schedule client meetings
• Send Zoom invitations, reminders, and confirmations
• Handle inbound and outbound client service calls
• Coordinate client follow-up activities and communications
Operations & Paperwork Processing
• Follow up on paperwork and outstanding service requests
• Assist with broker-dealer and operational support team processes
• Process account openings, transfers, distributions, beneficiary changes, and account maintenance requests
• Assist with insurance and annuity business processing
CRM & Meeting Support
• Maintain Wealthbox CRM records, workflows, and data integrity
• Prepare meeting agendas and client review materials
Project & Initiative Ownership (Growth Phase)
• Review and track beneficiary and contingent beneficiary designations across client accounts
• Gather and maintain family and estate planning information
• Track trusted contacts and other important account data
• Organize client service initiatives and review campaigns
• Manage referral source and center-of-influence outreach projects
• Identify opportunities to improve client service and operational efficiency
• Take ownership of projects from start to finish and report results
We value the following qualities above all else:
• Strong organizational skills and meticulous attention to detail
• Experience using/working with video conferencing software such as: Zoom, Microsoft Teams/Meetings etc.
• Professional, polished communication (written and verbal)
• Proactive mindset with the ability to anticipate needs and follow through
• Comfortable working independently in a remote environment
• Genuine interest in helping people and improving processes
• Reliability and a high degree of personal accountability
• Financial services experience is a plus, but not required
Similar Jobs
.png)
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Design and own end-to-end product experiences that drive seller onboarding, activation, adoption, and retention across mobile and web. Partner with PMs, engineers, and data science to simplify complexity, iterate quickly, and deliver high-quality, platform-native interfaces while elevating design craft and mentoring others.
Top Skills:
AndroidiOSNative MobileWeb
.jpg)
AdTech • Cloud • Marketing Tech • Productivity • Software • Analytics • Automation
Design, build, and ship production-grade agentic AI workflows using LangGraph, Temporal, and Pydantic. Implement AI observability with LangFuse, set AI engineering standards (RAG, prompt management, tool-calling), benchmark LLMs, deploy cloud AI (containerization, cost management), and mentor engineers while supporting enterprise SLA, security, and compliance needs.
Top Skills:
AWSAzureCrewaiEmbedding ModelsGCPLangchainLangfuseLanggraphLlamaindexPydanticPythonRagTemporalVector Databases
Aerospace • Cloud • Digital Media • Information Technology • Mobile • News + Entertainment • Generative AI
Provide inbound customer service and technical troubleshooting for DISH TV customers, handle back-to-back phone calls, promote products/services, and support customers in English and Spanish while working from home with company equipment.
Top Skills:
Cable InternetEthernet CableFiber InternetMonitorsPc TowerUsb HeadsetUsb KeyboardUsb MouseUsb WebcamWired Ethernet
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
