Part-Time Administrative Professional

We’re seeking a proactive, detail-oriented Administrative Office Professional who’s looking for more than just a job. This part-time opportunity is ideal for someone who brings deep experience and is now seeking greater flexibility, meaningful engagement, and the chance to contribute without the demands of a traditional full-time role.

As our firm continues to grow, you’ll have opportunities to expand your responsibilities, deepen client relationships, and help shape a service model that transforms financial success into lasting significance. You’ll be part of a collaborative team where your presence matters and your contributions are valued.

If you’re driven by excellence, enjoy being part of a purpose-led mission, and want to do work that makes a difference, we’d love to hear from you.

Compensation

$22 - $27 hourly

Responsibilities

• Facilitate communication between our customers and team to ensure customer satisfaction
• Manage all paperwork in the office and create a process for team members to follow to ensure efficiency
• Generate status reports as requested so the team is informed with progress reports
• Serve as the first point of contact—warmly greeting clients and ensuring their experience reflects our people-first values.
• Coordinate scheduling, prepare meeting materials, and manage calendars for advisors.
• Maintain accurate client records in our CRM (e.g., Redtail) and other platforms.
• Support client onboarding, document processing, and compliance tracking.
• Liaise with custodians and partners to ensure smooth operations.
• Help organize internal workflows and contribute to process improvements.
  
  

Qualifications

• Shows ability to quickly finish very detailed work
• Proficient in basic computer software and can quickly learn to use new programs
• Enjoys talking with customers and can communicate through verbal and written channels
• Warm, professional communicator with a client-first mindset.
• Able to manage multiple priorities while maintaining accuracy.
• Exceptionally organized with keen attention to detail.
  
  

About Company

At PF Wealth Management Group, we’re more than just financial planners; we’re guides helping business owners and families align their wealth with their values. As a boutique firm of CERTIFIED FINANCIAL PLANNER professionals, we prioritize people first.