Office Administrator (Remote)

Full-time

Birdwell Financial - PlanMember Services

Company Description Birdwell Financial - PlanMember Services is an investment banking firm headquartered in Monrovia, California. The company provides financial and investment services to a diverse client base, with a focus on long-term financial planning and retirement solutions. Team members support advisors and clients with accurate, timely information and services that align with regulatory standards and industry best practices. The organization values professionalism, reliability, and a client-centered approach in all operational and administrative functions.
Role Description The Office Administrator (Remote) is a full-time role responsible for supporting daily administrative operations and ensuring smooth office workflows from a remote location. Responsibilities include managing digital records and documentation, handling incoming calls and emails, scheduling meetings, and coordinating calendars for team members. The role involves maintaining and updating databases, preparing basic reports, and supporting client service activities by routing inquiries and assisting with account-related paperwork. The Office Administrator will also organize virtual files, assist with onboarding documents, collaborate with internal teams, and follow established procedures to maintain accuracy, confidentiality, and compliance in all administrative tasks.
Qualifications

Candidates should possess strong Administrative Assistance and Office Administration skills to manage records, schedules, and workflows efficiently.
Candidates should possess experience with Office Equipment and digital office tools, including common productivity software and online document management systems.
Candidates should possess excellent Communication and Customer Service skills to interact professionally with clients, advisors, and team members.
Ability to work independently in a remote setting, prioritize tasks, and meet deadlines with attention to detail.
Proficiency in Microsoft Office or similar productivity suites; familiarity with CRM or financial services platforms is beneficial.
Understanding of basic financial or investment concepts is a plus, along with prior experience in a professional services or financial environment.
High school diploma or equivalent required; additional education in business, administration, or a related field is preferred.

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Vacancy posted 16 hours ago

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