Note: The job is a remote job and is open to candidates in USA. East Wind Nannies is a Pittsburgh-based nanny agency and networking platform that connects qualified nannies with professional families. The Administrative and Client Services Assistant will support a financial professional by managing client paperwork, follow-ups, scheduling, systems, and administrative details. The role is part-time, flexible, and may grow to include more direct client interaction and ownership of business processes.
Responsibilities
- There are systems for opening investment accounts, completing life insurance paperwork, financial planning software, client balance sheets, emails, follow-ups, and all of the little details that keep a financial practice moving
- You’ll help keep track of what each client needs, what paperwork is outstanding, what needs follow-up, and what should happen next
- You’ll help turn lists into actual systems
- You’ll notice the loose ends before they become forgotten ones
- Over time, the position could grow to include more direct client interaction—gathering information, scheduling appointments, making follow-up calls, and becoming another warm, trusted person clients know within the practice
- The email gets answered
- The form gets finished
- The appointment gets scheduled
- The person who needs a call Tuesday actually gets called Tuesday
- Opening the retirement account, finishing the life insurance paperwork, sending the follow-up, tracking down the missing information, and keeping all those “I need to remember to…” details from living exclusively in his head
Skills
- You're organized
- Dependable
- Comfortable with technology
- You learn quickly, communicate well, and get an unreasonable amount of satisfaction building a system to make everyone's life easier
- You don't need someone hovering over you to get things done
- If you see a better way to organize something, you'll suggest it
- You don't necessarily need ten years of executive assistant experience
- Nanny must have a driver's license, vehicle, and a clean driving record
- Nanny MUST have previous nanny experience for a minimum of 2 years
- Hours: 16-24 hours with a preference for around 20 hours a week; lots of flexibility for when hours are worked between Monday - Friday daytime hours
- If you're located anywhere in the United States, the position can be fully remote
- If you're local to Pittsburgh and prefer an office, workspace is available downtown
Benefits
- Paid Vacation: 2 weeks plus major holidays
- The position can be fully remote anywhere in the United States
- Lots of flexibility for when hours are worked between Monday - Friday daytime hours
- Office workspace available downtown Pittsburgh
Company Overview