Part-Time Client Outreach Assistant
In-Office (Part Time)
Seeking client outreach and office assistant for a growing financial advisor and for a dependable college student or recent graduate.
This role primarily involves making outbound calls from a provided list and immediately transferring any live answers directly to an advisor. You will not be responsible for selling, pitching, or handling conversations; your role is simply to initiate the call and connect interested individuals to me.
Most calls will go to voicemail. The work is structured, repetitive, and low-pressure.
Responsibilities:
- Make outbound calls (200–300 dials per day)
- Immediately transfer live calls to advisor
- Track basic call outcomes
- Assist with light administrative tasks as needed
Ideal For:
- Students seeking predictable, straightforward part-time work
- Someone comfortable making high-volume calls
- Reliable and punctual individuals
- Students interested in business, finance, or entrepreneurship
This is an paid in-office role with flexible scheduling and an opportunity to gain exposure to a growing financial advisory practice.
After submitting your resume to handshake, please email your resume to samantha.sinel@nm.com