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Administrative Assistant - Job Opportunity at The Strategic Implementer, LLC

Remote, US
Part-time
Mid-level
Posted: April 18, 2025
Remote
USD 25-30 per hour

Benefits

Remote work flexibility
Autonomous work environment
Direct client interaction exposure
Professional development in financial services sector

Key Responsibilities

Client onboarding management
CRM system administration and optimization
Project management software maintenance
Calendar and schedule coordination
Client relationship management
Digital marketing support
Confidential information handling

Requirements

Required Skills

High intelligence Resourcefulness Solutions orientation Prioritization abilities Task management Proactive mindset Organization skills Executive-level communication Written and verbal communication Confidentiality management
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Sauge AI Market Intelligence

Industry Trends

Financial advisory sector is experiencing increased demand for operational efficiency and digital transformation support Growing emphasis on client experience management and digital communication channels Rising importance of data security and privacy in financial services administration Trend toward specialized administrative support in wealth management

Salary Evaluation

The offered hourly rate of $25-30 is slightly below market average for specialized financial services administrative support, which typically ranges from $30-40 per hour for similar responsibilities

Role Significance

Likely small, tight-knit team structure typical of boutique financial advisory firms, working directly with principal consultants
Mid-level position with significant operational impact, serving as a key liaison between firm leadership and client operations

Key Projects

CRM system optimization and maintenance Client communication workflow development Digital marketing campaign support Operational process improvement initiatives

Success Factors

Strong grasp of financial services industry terminology and workflows Exceptional attention to detail and quality control Ability to maintain confidentiality while managing sensitive information Advanced digital tool proficiency including CRM and project management software Strong interpersonal skills with high-net-worth clients and stakeholders

Market Demand

High demand with steady growth, particularly in wealth management and financial advisory sectors where operational excellence is increasingly critical

Important Skills

Critical Skills

CRM management experience, particularly with Redtail Project management software proficiency Executive communication capabilities Time management and prioritization expertise

Beneficial Skills

Financial services industry knowledge Digital marketing fundamentals Process improvement methodology Client service excellence

Unique Aspects

Specialized focus on implementation rather than just strategy development
Direct exposure to financial advisory business operations
Opportunity to impact high-level strategic initiatives
Blend of administrative and strategic support responsibilities

Career Growth

2-3 years in role before advancement, depending on business growth and skill development

Potential Next Roles

Operations Manager Client Services Director Executive Assistant to C-Suite Practice Manager in Wealth Management

Company Overview

The Strategic Implementer, LLC

Boutique consulting firm specializing in strategic implementation for financial advisors and wealth managers, operating since 2006

Niche player in the financial advisory consulting space with focused service offering
Virtual operation with potential national client base
Entrepreneurial environment with emphasis on independence and results-oriented performance
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Job Listings Data

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  • Salary estimates and market demand analysis
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  • Critical success factors and key skills
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