02/04/2026
We’re a local wealth management office looking for a friendly, organized person to join our team part‑time during the school day.
This role is perfect for someone who enjoys helping people, staying organized, and being a steady, reliable presence in a positive office environment.
No finance background is required — we’ll train the right person.
🕙 Schedule
Part‑time, Weekdays, approximately 10:00 a.m. – 3:00 p.m.
On‑site at our Tampa office
We understand life happens (kids get sick, school calls, etc.) — flexibility matters to us
💬 What You’ll Do
Answer phones and be the first friendly voice our clients hear
Help clients with basic questions and route requests to the right person
Follow up on paperwork, signatures, and open items
Send reminders and confirmations by phone, email, or text
Help keep our advisor on track by scheduling tasks and sending reminders
Post simple, pre‑approved updates to social media and our website
Help with light office tasks like mail, packages, and voicemail
✅ This Role Is a Great Fit If You:
Enjoy talking with people and being helpful
Are naturally organized and good at follow‑ups
Don’t mind politely reminding people to get things done
Are comfortable using email and basic computer tools (Microsoft Office, etc.)
Are looking for meaningful part‑time work with a predictable schedule
