Personal Assistant to Financial Adviser

We are seeking a dedicated and proactive Personal Assistant to support a Financial Adviser in Philadelphia, Pennsylvania. This part-time role offers a unique opportunity to contribute to the financial wellness of clients while working in a supportive and understanding environment. As a Personal Assistant, you will play a crucial role in the day-to-day operations and help enhance client experiences. Key Responsibilities Manage daily schedules, including appointments, meetings, and travel arrangements for the Financial Adviser. Communicate effectively with clients, ensuring their inquiries and needs are addressed promptly. Provide exceptional customer service by handling client requests and follow-ups with professionalism. Maintain and organize files, documents, and client records, ensuring confidentiality and accuracy. Adapt to changing priorities and assist with various administrative tasks as needed. Utilize time management skills to prioritize tasks and meet deadlines consistently. Collaborate with the Financial Adviser on client meetings and presentations, preparing necessary materials. Required and preferred qualifications High School Diploma required; further education in business administration or finance is a plus. Proven experience as a personal assistant or in a similar administrative role preferred. Strong communication skills and ability to build rapport with clients. Excellent customer service and adaptability in a fast-paced environment. Strong time management and organizational skills. Join our collaborative team, where you will have the opportunity for professional growth and development. We pride ourselves on our inclusive company culture that values mutual respect and teamwork. Our modern workplace offers competitive compensation of $850 per week and fosters a healthy work-life balance through part-time scheduling. This role also involves working with common tools used in the financial advisory field, including client management systems and scheduling software. You will report directly to the Financial Adviser, contributing to a focused and dedicated team environment and collaborating cross-functionally with other administrative staff.