Part-Time Office Administrator

We are excited to announce an open part-time position at our growing retirement planning firm in Boise, . We are seeking an Office Administrator with recent administrative experience. The main role is to manage Advisors' calendars, follow up with clients, and support events. We are looking for a team player who believes in our mission statement and will work diligently to help serve our clients.

• 2-5 years of administrative experience
• Excellent phone and computer skills
• Confidence in learning new software, calendars, and other tools
• Ability to take initiative and complete tasks without being asked or reminded
• Strong attention to detail and work ethic
• Ability to prioritize and manage timelines of projects and tasks efficiently
• Experience with a CRM is preferred
• Patient and able to remain calm when frustrated
• Accountable, professional, and honest with integrity
• Receptive to constructive criticism
• Kind and understanding of others, with an eagerness to learn and humility

• Manage newsletter
• Schedule client appointments and send appointment reminders
• Organize and execute events, including education events, registration, reminder calls, and attendance
• Maintain CRM software and update client communications
• Perform light office cleaning duties and handle document scanning, shredding, and filing of important and sensitive documents
• Compensation: $19/hr. – $21/hr. based on experience

• Part-time position – 10 to 20 hours per week
• Some evenings and weekends may be required occasionally for special events
• Opportunity to transition to full-time employment

• Seniority level:
  Associate
• Employment type:
  
  Part-time
• Job function:
  Administrative

Presented by Advisor Employee Services. Thank you for your interest in the Office Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!