About Conrad Financial
Conrad Financial is a client-focused financial services firm dedicated to helping individuals and businesses achieve long-term financial stability and growth. We provide personalized financial solutions with an emphasis on trust, accuracy, and exceptional client service.
Position Overview
We are seeking a highly organized and detail-oriented Administrative Assistant to support daily business operations in a remote setting. The ideal candidate is proactive, reliable, and capable of managing multiple administrative tasks while maintaining a high level of professionalism and confidentiality.
Key Responsibilities
- Manage calendars, schedule meetings, and coordinate appointments
- Handle email correspondence and respond to internal and external inquiries
- Prepare, format, and maintain documents, reports, and presentations
- Perform data entry and maintain accurate records in company systems
- Assist with client onboarding and document collection
- Support billing, invoicing, and basic financial administrative tasks
- Organize digital files and maintain efficient record-keeping systems
- Assist leadership with day-to-day operational needs and special projects
- Ensure timely follow-up on tasks and deadlines across departments
Required Qualifications
- High school diploma or equivalent (Associate’s or Bachelor’s degree preferred)
- 1+ year of administrative or office support experience (remote experience a plus)
- Strong written and verbal communication skills
- Excellent organizational and time-management abilities
- Proficiency with Microsoft Office or Google Workspace
- Ability to work independently and manage multiple priorities
- High level of discretion when handling confidential information
Preferred Skills
- Experience in financial services, banking, or accounting support
- Familiarity with CRM systems or project management tools (e.g., Asana, Trello, HubSpot)
- Basic understanding of financial terminology and documentation
- Tech-savvy with strong problem-solving skills
Work Environment & Benefits
- Fully remote work flexibility
- Flexible scheduling options (depending on role type)
- Opportunity to grow within a financial services firm
- Supportive and professional team environment
- Ongoing training and development opportunities
