Fair Planet Advisors - serving clients across the US with investments, retirement and estate planning is seeking a highly qualified administrative professional with experience in the Financial Services industry.
Role Description
This is a contract remote role for an entry-level Administrative Professional. Anticipated hours will range @ 5-10hrs per week.
This position requires the ability to work independently, to ensure efficient operation within a remote work setting. The role will handle mainly administrative tasks such as: processing client paperwork, maintaining CRM data, and responding to processing needs/requests from product partners.
Qualifications
Must have proven, recent experience in a Financial Services Firm
Must pass an extensive background check
Proficiency in office software (e.g., Microsoft Office Suite, Google Workspace)
Strong organizational and time-management skills
Excellent communication and interpersonal abilities
Attention to detail and problem-solving skills
Ability to work independently and manage tasks efficiently
Applicants currently employed with a FINRA firm (RIA, BD, etc) are not eligible unless you currently clear through Cambridge Investment Research (CIR).