Administrative Assistant

Insight Global • Nashua, NH • 1h ago

Job Description

Insight Global is hiring a Part-Time Administrative Assistant to join a fast-paced, client-focused financial advisory firm in Nashua, NH. The Administrative Assistant will support daily business operations, allowing advisors to focus on client relationships and business growth. This role is ideal for someone highly organized, detail-oriented, and comfortable managing multiple tasks in a professional office environment.

Key Responsibilities:

Administrative Support (90%)

Prepare correspondence for advisor signature.

Track client and practice materials, including business correspondence.

Schedule client appointments and prepare agendas/forms.

Conduct appointment reminders and follow-up calls.

Assist planning assistants, paraplanners, associate financial advisors, and advisors.

Perform other allowable duties as assigned.

Client Care (10%)

Greet clients upon arrival and extend hospitality.

Set up and maintain client management systems.

Write notes or letters to clients (administrative nature only).

Document client contacts/calls.

Track client special events and make appropriate contact.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

High school diploma or higher.

Strong organizational and computer skills.

Attention to detail and effective time management.

Polite and clear phone manner.

Ability to multi-task and work independently.

Effective communication with clients and staff.

Ability to adhere to company rules and compliance guidelines.

Positive attitude and willingness to learn and grow. - Experience in a financial services or professional office environment.

Familiarity with client management systems or CRM tools.

Previous administrative support experience.

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