Part Time Administrative Assistant

Part-Time Virtual Team Member (10 Hours/Week) – Flexible, Remote Opportunity

Are you looking for a flexible, part-time role that lets you use your tech-savvy skills and possibly grow into a career in financial services? Martin’s Financial Consulting Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a reliable and detail-oriented team member to support our growing, all-virtual financial planning practice.  Please do not reach out to the practice directly.

About the Role

This is a part-time, remote position  (approximately 2 hours/day during regular business hours, 10 hours/week  -  must be located in CST or EST  zones) with the potential to grow alongside the business. You’ll start by assisting with:

• Scheduling and calendar management
• CRM updates and optimization (primarily Salesforce)
• Administrative overflow and project-based tasks as needed

As the practice expands, so may your responsibilities—especially if you’re interested in taking on more client-facing or planning support over time.

Who We’re Looking For

We’d love to find someone who brings both skill and initiative to the table. Our ideal candidate is:

• Tech-savvy (especially compared to the rest of us!)
• Highly proficient in Salesforce (bonus points if you can help us optimize workflows)
• Familiar with or open to learning Naviplan (not required, but helpful)
• Possibly licensed or working toward licensing (e.g., Series 7, LAH), though not required
• Detail-oriented, proactive, and excited to contribute to a collaborative, virtual team

Why You’ll Love Working With Us

• We are a fully virtual, female-led team that values flexibility, communication, and mutual support.
• We understand and support the balance needed for working parents and are happy to offer a role that can flex with your life.
• We welcome all qualified candidates—we’re currently an all-female team, but we’re open to male applicants and anyone who aligns with our values and needs.
• Preference is given to candidates located in the Eastern or Central time zones to help keep scheduling smooth across the team.

Compensation

• Starting at $20-$23 per hour

Opportunity for Growth

Interested in eventually becoming a paraplanner or advisor? This role could be a great entry point. We’re open to mentoring and supporting your growth if that’s the direction you want to go.

To Apply
If you’re organized, tech-savvy, and looking for a flexible role with room to grow, we’d love to hear from you. Please submit your resume and a brief note about why this opportunity aligns with your goals.