Office Assistant

About Liberty Wealth Strategies Liberty Wealth Strategies is a growing financial planning and wealth management firm focused on helping individuals and families make thoughtful decisions around their investments, retirement, insurance, tax planning, and estate planning. We are a relationship\-driven business, and we believe great client service is just as important as great financial planning. As our firm continues to grow, we are looking for someone who wants to grow with us. About the Opportunity We are looking for a Part\-Time Office Administrator to join our team in a hybrid role. This position will play an important part in keeping the office organized, creating a positive client experience, and supporting the day\-to\-day operations of the firm. This is an excellent opportunity for someone who is organized, personable, dependable, eager to learn, and interested in developing a long\-term career in financial planning and wealth management. While the initial focus will be administrative and client\-service support, there is potential for increased responsibilities, hours, and advancement as the firm continues to grow. Responsibilities Provide a warm, professional, and welcoming experience for clients and guests Answer and manage incoming phone calls, emails, and general client inquiries Schedule and coordinate client meetings and appointments Assist with preparation for client meetings and workshops Maintain organized client files and office records Assist with data entry and updating client information in CRM and other systems Prepare and organize documents and meeting materials Help coordinate follow\-up items and administrative tasks after client meetings Assist with general office organization and day\-to\-day administrative needs Support client communications and other special projects Learn and become proficient in the technology and systems used by the firm Work closely with the financial advisor and other team members to help deliver an exceptional client experience What We're Looking For We are looking for someone who: Has strong customer service skills and genuinely enjoys helping people Has excellent interpersonal and communication skills Is professional, friendly, and comfortable interacting with clients Is highly organized and pays attention to detail Is dependable and takes ownership of their responsibilities Is comfortable learning new technology and software Learns quickly and is willing to ask questions Can manage multiple priorities in a growing business Has a positive, team\-oriented attitude Is interested in learning about financial planning and wealth management Wants more than just a part\-time job and is interested in potential long\-term career growth Qualifications Prior administrative, customer service, office, hospitality, banking, or financial services experience is a plus Strong written and verbal communication skills Comfortable using Microsoft Office and learning new technology Ability to maintain confidentiality and handle sensitive client information professionally High school diploma or equivalent required Financial services experience is not required — we are willing to train the right person Why Join Liberty Wealth Strategies? This is an opportunity to become part of a growing financial planning firm where your contributions will matter. We are looking for someone who wants to learn the business, build relationships with clients, and potentially take on greater responsibilities over time. The right person will have the opportunity to develop professionally and potentially grow into a broader role within the firm as our business expands. We are looking for the right person — not just someone to fill a position. Pay: $23\.47 \- $40\.00 per hour Expected hours: 15\.0 – 25\.0 per week Benefits: Flexible schedule Work Location: Hybrid remote in Canonsburg, PA 15317