Financial Advisor Assistant

Location: Geneva, NY (In-Office Preferred)Start Timeline: Within 60 days (interviewing now)Hours: ~20 hours/week initially → scaling to full-time by FallAbout the Role:We are a growing financial planning and wealth management practice seeking a highly organized, detail-oriented professional to support daily operations, client experience, and marketing efforts.This is a ground-floor opportunity to grow into a full-time operations leadership role as the business expands.Key Responsibilities:• Prepare for client meetings (organize files, reports, and documents)• Data entry and CRM management• Handle client follow-ups, appointment confirmations, and reminders• Assist with paperwork, applications, and account processing• Maintain organized filing systems• Answer and manage incoming callsWorkshop & Event Coordination:• Coordinate venues and logistics• Assist with event preparation and follow-upMarketing Support:• Assist with social media content and scheduling• Support workshop promotionReal Estate Support (~5 hrs/week):• Coordinate short-term rental operations and communicationQualifications:• Administrative, operations, or client service experience preferred• Strong communication and organizational skills• Comfortable with basic technology and systems• Marketing experience is a plusCompensation & Growth:• Competitive hourly pay• Path to full-time by Fall• Growth into leadership roleHow to Apply:Submit your resume with a brief note explaining why this role fits you and your relevant experience.