Part-Time Administrative Assistant

Compensation: $21 - $23 per hour
Hours:  Part-time

About Us
At Flightplan Financial Group, we bring the right mix of expertise to support businesses. We are looking for a highly organized and detail-oriented remote part-time Administrative Assistant to support our financial practice. Candidates MUST reside in the Minneapolis/St. Paul, MN metro areas. This role is crucial in ensuring operational efficiency while allowing our Financial Advisor to focus on client service and business growth.  Please do not contact Flightplan Financial Group directly.

Key Responsibilities
Client Service

• Schedule and confirm client meetings
• Gather data and prepare materials for client meetings
• Set up new clients in CRM
• Handle mail-related tasks, including check mailing and deposits
• Monitor and respond to voicemails, texts, and client messages
• Manage Monthly Account Reviews (MARs)
• Maintain client suitability records
• Process client fee reimbursements and assist with financial transactions
• Support open enrollment coordination and documentation
• Assist with special projects as needed

Business and Practice Management

• Scan and organize client documents in digital systems
• Maintain up-to-date work methods and procedures to ensure compliance
• Prioritize tasks and manage workload effectively
• Utilize to-do lists, calendars, and practice management software
• Perform additional administrative duties as assigned

Qualifications & Skills

• Experience: At least one year of administrative or client service experience (or equivalent combination of education and experience)
• Technology Proficiency: Familiarity with MS Excel, MS Word, Outlook, Adobe, Teams, and database software
• Communication: Strong verbal and written communication skills, with the ability to interact professionally with clients and team members
• Integrity & Confidentiality: A high degree of trust, discretion, and professionalism when handling sensitive financial and personal information
• Organization & Attention to Detail: Ability to multitask, stay organized, and prioritize work efficiently in a fast-paced environment
• Flexibility:  Ability to work a flexible weekly schedule – typically 20 hours per week – 4 hours per day – Monday – Friday from about 9 a.m. to 1 p.m. – on occasion schedule could change based on office needs that day/week – starting out must be able to come into office a few times and then occasionally as office needs and for team events

Why Join Us?

• Work with a collaborative and supportive team
• Gain experience in a dynamic financial services environment

• Remote/flexible position - position will be 90%-95% remote – typically 20 hours per week – 4 hours per day – Monday – Friday from about 9 a.m. to 1 p.m. – on occasion schedule could change based on office needs that day/week – starting out must be able to come into office a few times and then occasionally as office needs and for team events

If you are an organized and proactive professional looking for a part-time role in a thriving financial practice, we’d love to hear from you!

How to Apply:
Please submit your resume and a brief cover letter outlining your experience and interest in the position.