Administrative Assistant for Investment Firm Job Listing at Kelly Services in San Juan, San Juan (Job ID 10055514)

Description

Direct-Hire Opportunity: Investment Advisor Administrative Assistant

Location: San Juan, Puerto Rico
Employment Type: Full-time
Compensation: $30,000/year
Reports to: CEO / Advisory Team Lead

About the Firm:
Join a respected wealth investment advisory firm dedicated to delivering personalized financial planning, portfolio management, and long-term wealth strategies. We pride ourselves on outstanding client service, integrity, and data-driven decision making.

Role Overview:
We are seeking a highly organized, proactive, and detail-oriented Investment Advisor Administrative Assistant to support our advisory team. In this role, you will act as a bridge between clients, advisors, operations, and other stakeholders—ensuring smooth client experiences and efficient internal operations.

Key Responsibilities:

• Serve as the primary contact for client inquiries via phone, email, and in-person
• Manage advisor calendars: schedule meetings, conference calls, prepare materials
• Prepare and distribute client correspondence, reports, and presentations
• Assist with onboarding: opening accounts, processing documentation, compliance forms
• Collaborate with operations/back-office teams to initiate and monitor trades
• Maintain client and prospect databases/CRM, ensuring data integrity
• Generate and analyze regular and ad-hoc reports (performance, billing, summaries)
• Coordinate travel arrangements and expense reimbursements for advisors
• Assist with marketing, newsletters, mailings, and event coordination
• Execute administrative tasks: filing, scanning, office supplies, document management
• Support projects and special initiatives as needed

Qualifications/Requirements:

• Bachelor's degree preferred (or equivalent experience)
• 2+ years in administrative support (preferably in financial services/wealth management/investments)
• Strong proficiency in Microsoft Office (Excel, PowerPoint, Word)
• Experience with CRM systems or financial planning tools is a plus
• Excellent verbal and written communication skills
• Strong organizational skills: multitasking, prioritizing, meeting deadlines
• High level of discretion, professionalism, and ability to handle sensitive information
• Comfortable working collaboratively across multiple teams

Benefits & Perks:

• Competitive salary
• Health, dental, vision, retirement/401(k)
• Paid time off and holidays
• Professional development and licensing/certification reimbursement
• Supportive, collaborative team culture

Ready to Join Us?
If you're a motivated professional who thrives in a dynamic financial services environment and excels in organization and client service, we'd love to hear from you!

Apply today for this rewarding career opportunity in San Juan, PR!

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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About Kelly

Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

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