Boulo Solutions is partnering with a woman owned financial planning firm searching for a part time administrative assistant to support the Founder. If you are looking for a 10 hour a week position and excel in administrative tasks and enjoy helping others, this could be a great fit for you.
Job Duties
- Help plan any events (usually 1-2 a year; on the simple side)
- Coordinate annual client gifts
- Initially more project-based work, like
- Reviewing and organizing client files
- Making sure things are filed for compliance
- Outline and refine processes and procedures
- Help with client meeting prep
- Onboarding clients – paperwork, client portal
- Eventually this person could
- Handle client service requests (send money, etc)
- Possibly handle lead calls and filter through appropriate funnels.
- If they wanted to grow in the role, there will likely be the opportunity to do so – sit in on meetings, be more client facing
Hours: 10 hrs/week guaranteed. 3-4 hours per day, 3 days a week (Monday is a must day but other days flexible)
Hourly Rate: $25/hour
* Standing weekly call on Mondays to review things from the week. Can work from home.