Hours: 20 hours per week, Monday to Friday

Schedule: 4 hours per day

Position: Part-Time

About the Role

We are looking for an organized and dependable Part-Time Financial Advisor Administrative Assistant to support a busy financial planning practice.

This role is ideal for someone who is comfortable working independently, pays close attention to detail, and enjoys helping clients.

You will work directly with the Financial Advisor and help manage the day-to-day paperwork and administration involved in servicing client accounts.

Responsibilities

- Prepare and process client paperwork and forms
- Complete account changes and updates
- Process paperwork related to deposits and withdrawals
- Assist with investment fund changes and switches, where permitted
- Prepare and process account transfers
- Enter and update client information in our systems
- Review paperwork to make sure it is complete and accurate
- Track outstanding paperwork and follow up when needed
- Speak with clients by phone and email on behalf of the Financial Advisor
- Help clients complete required forms and paperwork
- Follow up with clients for missing information
- Maintain accurate and organized client records
- Work with investment companies and our mutual fund dealer to resolve administrative issues
- Provide general administrative support to the Financial Advisor





What We're Looking For The ideal candidate is:

- Highly organized and detail-oriented
- Comfortable speaking with clients by phone and email
- Professional, friendly and dependable
- Able to work independently
- Comfortable working with computers and learning recent systems
- Good at following processes and keeping track of outstanding items
- Able to handle confidential client information with care
- Experienced in an administrative or client service role

Previous experience working in a financial planning office, investment firm, mutual fund dealer, bank or insurance company would be a strong asset.

Schedule

This is a permanent part-time position of approximately 20 hours per week.

The successful candidate will work 4 hours per day, Monday through Friday.

The position will be primarily remote, with approximately 3 to 4 days per month working from our Sussex, New Brunswick office.

Why This Role

This is an opportunity to work closely with an established financial planning practice while maintaining a consistent part-time schedule.

We are looking for someone who wants to become a trusted part of the practice and build strong relationships with both the advisor and our clients.

Pay: $23.00-$26.00 per hour

Work Location: Hybrid remote in Sussex, NB

📌 Administrative / Investment Assistant - 20 hours per week (Sussex)
🏢 LTD Financial Services
📍 Sussex