We are looking for a reliable, qualified, and highly organized Part-Time Administrative Assistant to support a busy financial services office.
This position is ideal for someone who enjoys keeping things organized, communicates well with people, pays close attention to details, and can be trusted with confidential client information.
Approximately 90% of our clients are from the Filipino community, so the ability to speak Tagalog would be highly valued. Mandarin/Chinese is also an asset. Strong English communication skills are required.
Responsibilities
- Organizing client files and documents
- Preparing and completing administrative paperwork
- Scheduling and confirming client appointments
- Calling and communicating with clients
- Entering and updating information accurately
- Organizing digital and physical files
- Working with Microsoft Word, Excel, PowerPoint, Adobe and other office applications
- Assisting with general day-to-day office administration
- Maintaining strict confidentiality of client information and records
- Supporting the advisor with administrative tasks as required
Qualifications
- Fluent in English with strong verbal and written communication skills
- Tagalog-speaking preferred
- Mandarin/Chinese-speaking is an asset
- Effective appointment-setting skills
- Competent in phone prospecting and outbound calling
- Comfortable working with computers and learning new systems
- Proficient with Microsoft Word, Excel, PowerPoint, Adobe and similar applications
- Organized and detail-oriented
- Solid work ethic, reliable and punctual
- Qualified, respectful and trustworthy
- Able to work independently once trained
- Patient and comfortable with repetitive administrative work
- Resourceful and willing to learn
- Able to handle confidential information professionally
Schedule
Part-time, approximately 2-3 days per week. Specific days and hours can be discussed with the successful candidate.
Compensation
Hourly rate based on experience and qualifications and discussed during the interview.
How to Apply
Please submit your résumé along with a brief note explaining why you are interested in the position and any relevant administrative, customer service, financial services, or office experience.