Part-Time Personal Assistant to Financial Adviser in Philadelphia, PA
Published on CazVidat Concentrix
Apply for the part-time Personal Assistant role supporting a Financial Adviser in Philadelphia, PA. Join Concentrix for professional growth and $850/week pay.
Salary
$850 per week
Location
Philadelphia, Pennsylvania, United States
Employment type
Part time
Workplace
Not provided
Part-Time Personal Assistant to Financial Adviser in Philadelphia, PA
$850 per week
Job description
Concentrix is seeking a dedicated and proactive Personal Assistant to support a Financial Adviser in Philadelphia, Pennsylvania. This part-time position offers a unique opportunity to contribute to clients' financial wellness while working in a collaborative and supportive environment.
Key Responsibilities
- Manage daily schedules, including appointments, meetings, and travel arrangements for the Financial Adviser.
- Communicate effectively with clients, ensuring timely responses to inquiries and needs.
- Deliver exceptional customer service by handling client requests and follow-ups professionally.
- Maintain and organize confidential files, documents, and client records with accuracy.
- Adapt to changing priorities and assist with various administrative tasks as required.
- Utilize strong time management skills to prioritize tasks and consistently meet deadlines.
- Collaborate with the Financial Adviser in preparing materials for client meetings and presentations.
Required and Preferred Qualifications
- High School Diploma required; additional education in business administration or finance is a plus.
- Proven experience as a personal assistant or in a similar administrative role is preferred.
- Excellent communication skills with the ability to build rapport with clients.
- Strong customer service orientation and adaptability in a fast-paced environment.
- Exceptional organizational and time management abilities.
Join Concentrix and become part of a team that values mutual respect, inclusivity, and professional growth. This role offers competitive compensation of $850 per week in a modern workplace setting. This position is not remote and is located in Philadelphia, PA.
Frequently asked questions
Is this position full-time or part-time?
This is a part-time position supporting a Financial Adviser in Philadelphia, PA.
What is the weekly pay for this role?
The compensation for this role is USD 850 per week.
Do I need prior experience to apply?
Proven experience as a personal assistant or in a similar administrative role is preferred but not strictly required.
What are the main responsibilities of this job?
You will manage daily schedules, communicate with clients, handle administrative tasks, and assist with preparing materials for client meetings.
Where is the job located?
The position is on-site in Philadelphia, Pennsylvania.
What education is required for this position?
A high school diploma is required; further education in business administration or finance is considered a plus.