Overview
Administrative Assistant Jobs in Remote at Link Financial
About Link Financial Group, Inc.
Link Financial Group, Inc. is an independent financial services firm specializing in retirement planning, wealth management, insurance solutions, estate planning, and financial education. Our team is committed to delivering exceptional client service through personalized financial strategies and long-term relationships.
Position Summary
Link Financial Group, Inc. is seeking a highly organized Administrative Assistant to support daily office operations and assist advisors with administrative tasks. This position is ideal for someone who enjoys working in a professional office environment, has excellent communication skills, and takes pride in providing outstanding customer service while maintaining accuracy and efficiency.
Responsibilities
- Answer and direct incoming telephone calls professionally.
- Welcome clients and visitors while providing excellent customer service.
- Schedule appointments and maintain advisor calendars.
- Prepare correspondence, reports, and meeting materials.
- Maintain organized electronic and paper filing systems.
- Process incoming and outgoing mail and packages.
- Update client records and internal databases accurately.
- Assist with document preparation and administrative workflows.
- Order and maintain office supplies.
- Coordinate meetings and conference room scheduling.
- Support day-to-day office operations and special projects.
- Maintain confidentiality of sensitive client information.
- Perform general clerical duties including scanning, copying, filing, and data entry.
QualificationsRequired
- High school diploma or equivalent.
- 1 year of administrative, office support, customer service, or receptionist experience preferred.
- Strong verbal and written communication skills.
- Excellent organizational and multitasking abilities.
- Proficiency with Microsoft Office (Word, Excel, Outlook).
- Ability to work independently and as part of a team.
- Professional attitude with strong attention to detail.
Preferred
- Associate’s or Bachelor’s degree.
- Experience in financial services, banking, insurance, or professional office environments.
- Experience using CRM or office management software.
Benefits
- Competitive hourly pay.
- Health, dental, and vision insurance.
- 401(k) with company matching (where applicable).
- Paid time off and paid holidays.
- Paid training.
- Professional development opportunities.
- Supportive and collaborative work environment.
- Opportunities for career advancement.
Physical Requirements
- Ability to sit for extended periods.
- Frequently use a computer, keyboard, and telephone.
- Occasionally lift office materials up to 20 pounds.
Hiring Requirements
- Successful background check.
- Employment authorization to work in the United States.
- Professional references may be requested.
Pay: $24.00 – $29.00 per hour
Work Location: Remote
Title: Administrative Assistant
Company: Link Financial
Location: Remote
