Part-Time Personal Assistant to Financial Adviser in Philadelphia, PA

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 supportive and collaborative environment. Key Responsibilities Manage daily schedules including appointments, meetings, and travel arrangements for the Financial Adviser. Communicate effectively with clients, promptly addressing inquiries and needs. Deliver exceptional customer service by handling client requests and follow-ups professionally. Maintain and organize files, documents, and client records with confidentiality and 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 to prepare materials for client meetings and presentations. 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 with the ability to build rapport with clients. Excellent customer service skills and adaptability in a fast-paced environment. Strong organizational and time management abilities. Join Concentrix’s collaborative team and enjoy opportunities for professional growth and development. We pride ourselves on an inclusive company culture that values respect and teamwork. This role offers competitive compensation of $850 per week in a modern workplace located in Philadelphia, PA.