Hours: Flexible part-time schedule (up to 20/30 hours per week)

About Conrad Financial Service

Conrad Financial Service provides reliable financial solutions and client-focused support to individuals and businesses. We are committed to accuracy, confidentiality, and operational excellence, and we rely on strong administrative support to keep our services running efficiently in a remote environment.

Role Overview

The Remote Administrative Assistant supports the day-to-day administrative and operational functions of Conrad Financial Service. This role is essential to maintaining organized workflows, clear communication, and timely client service. The ideal candidate is detail-oriented, trustworthy, and comfortable managing multiple priorities while working remotely.

Key Responsibilities

Administrative & Office Support

• Manage calendars, scheduling, and appointment coordination

• Handle email correspondence and inbox organization

• Prepare, edit, and format documents, reports, and internal records

• Maintain organized digital filing systems

Client & Team Coordination

• Assist with client communications and follow-ups

• Schedule meetings and calls with clients and internal staff

• Serve as a point of contact for routine administrative inquiries

Data & Process Support

• Perform accurate data entry and record maintenance

• Assist with tracking deadlines, tasks, and deliverables

• Support compliance-related documentation and internal processes

Project & Operational Assistance

• Support special projects as assigned

• Help improve administrative processes and efficiency

• Coordinate with vendors or service providers as needed

Required Qualifications

• Previous experience as an Administrative Assistant or similar role

• Strong organizational and time-management skills

• Excellent written and verbal communication abilities

• High attention to detail and accuracy

• Ability to work independently in a remote environment

• Proficiency with office tools (Google Workspace, Microsoft Office, Zoom)

• Reliable internet connection and secure home workspace

Preferred Qualifications

• Experience in financial services, accounting, or professional services

• Familiarity with CRM systems, document management, or scheduling tools

• Ability to handle sensitive and confidential information

• Experience supporting remote teams

Conrad Financial (Bank On Yourself) jobs

Transcriptionist

Administrative Assistant