Financial Advisor Administrative Assistant
Location: Chesapeake, VA
Employment Type: Part-Time (15 Hours Minimum)
Compensation: $20 per hour
About the Opportunity
We are seeking a highly organized, detail-oriented Financial Advisor Administrative Assistant to support our growing financial advisory practice. This role is ideal for someone who values accuracy, professionalism, and meaningful client relationships.
As a key member of our team, you will provide administrative and operational support to financial advisors, helping ensure clients receive timely, high-quality service in a fast-paced, professional environment.
Key Responsibilities
• Administrative support to financial advisors, including calendar management, scheduling, and preparation of client materials
• Maintain accurate client records and assist with account opening and ongoing account maintenance
• Respond to client inquiries promptly and professionally
• Coordinate client meetings, events, and engagement initiatives
• Assist with social media efforts, including content creation and posting
• Support compliance requirements and stay current with financial products and industry standards
Qualifications & Skills
• Associate’s or Bachelor’s Degree in Finance, Business, or a related field (preferred)
• Previous administrative or financial services experience is a plus
• Strong communication and interpersonal skills
• Excellent attention to detail and organizational abilities
• Proficiency with Microsoft Office Suite and CRM software
• Comfortable working on Mac OS systems
• Ability to handle confidential information with professionalism and integrity
• Notary Public or willing to obtain (REQUIRED)
Why Join Us
You’ll be part of a collaborative, client-focused team where your contributions truly matter. We value people who take pride in their work, care deeply about clients, and bring both skill and heart to what they do.
Please submit a cover letter and resume to be considered.
PLEASE DO NOT APPLY IF YOU LEAVE YOUR HEART AT HOME WHEN YOU GO TO WORK
Principals only. Recruiters, please don't contact this job poster.