Job Details

Location: Meridian, ID

Job Id: 3746

# of Openings: 1

Office Administrator Part Time

Advance your career and truly make a difference. We have an exciting opportunity for a caring, organized, self-motivated individual with excellent interpersonal skills to join a well-established Independent Advisory and Financial Service Company.

We are seeking a part-time Office Administrator at our growing retirement planning firm in Nampa, ID. The main responsibilities include managing Advisors' calendars, following up with clients, and supporting events. We are looking for a team player who believes in our mission and will work diligently to serve our clients.

Preferred qualifications:

• 2-5 years of administrative experience
• Excellent phone and computer skills
• Ability to learn software and calendar management confidently
• Initiative and ability to complete tasks independently
• Strong attention to detail
• Reliable work ethic and follow-through
• Ability to prioritize and manage multiple projects efficiently
• Experience with CRM software (preferred)
• Patience and composure under pressure
• Professionalism and accountability
• Honesty and integrity
• Open to constructive criticism
• Kindness and understanding towards others
• Eagerness to learn and humble attitude

Key Responsibilities:

• Manage newsletters
• Schedule and confirm client appointments
• Send appointment reminders
• Organize and support events
• Manage CRM software
• Assist with educational events, including registration, reminders, and attendance
• Handle client communications
• Perform light office cleaning duties
• Scan, shred, and file sensitive documents

Compensation: $18/hr. - $20/hr. based on experience

Hours:

• Part-time: 10-20 hours per week
• Occasional evenings and weekends for special events

Note: This is a 1099 Independent Contractor position.

Presented by Advisor Employee Services

Thank you for your interest. Advisor Employee Services, based in Lenexa, Kansas, represents top financial advisors nationwide. Visit our website for more information. If you meet the qualifications and are interested, please apply today!