Overview
Workforce Scheduler – Augusta Jobs in Augusta, GA at State of Georgia
About Us:
Absaroka Wealth Management is a growing, modern financial advisory firm based in Cody, Wyoming. We provide planning-first financial services to clients across the Mountain West and nationwide. Our firm helps individuals and families create transparent, long-term financial strategies with an emphasis on trust and client-first service.
As we continue to expand, we are seeking an experienced Remote Administrative Assistant (1099 contractor) with hands-on knowledge of LPL ClientWorks, Redtail CRM, and eMoney Advisor to help support our day-to-day operations and deliver an exceptional client experience.
About the Role:
This is a fully remote, part-time role (20–25 hours per week, flexible during business hours). You will be a critical part of our client service and operations team, ensuring our advisors have the administrative support needed to focus on client relationships and planning. We are looking for someone with proven experience supporting financial advisors in a remote capacity — this is not an entry-level training role.
Key Responsibilities:
Schedule client meetings and manage advisor calendars
Assist with client communication (emails, phone calls)
Process new account paperwork, transfers, and money movement using LPL ClientWorks
Maintain accurate client data and notes in Redtail CRM and eMoney
Track and manage compliance workflows and document management
Support advisors with meeting preparation, task tracking, and follow-up
Maintain professionalism and confidentiality at all times
Qualifications:
2+ years of experience supporting financial advisors in an administrative role (remote or in-person)
Proficient in LPL ClientWorks, Redtail CRM, and eMoney Advisor (required)
Strong attention to detail and excellent organizational skills
Clear and professional written and verbal communication
Ability to work independently, prioritize tasks, and meet deadlines
Comfortable with technology and cloud-based tools (Zoom, Microsoft Office, etc.)
Dependable, client-focused, and solutions-oriented
Compensation:
$30–$40 per hour based on experience
1099 contract position (remote)
20–25 hours per week, flexible schedule during normal business hours
Why Join Us:
Flexible remote work
Collaborative, planning-first firm culture
Opportunity for a long-term working relationship as the firm grows
Meaningful work supporting high-quality client relationships
To Apply:
Please submit your resume and a short cover letter detailing your experience with LPL ClientWorks, Redtail CRM, and eMoney Advisor.
Final candidate will be required to pass a background check prior to starting.
Job Type: Contract
Pay: $30.00 – $40.00 per hour
Expected hours: 20 – 25 per week
Schedule:
Day shift
Monday to Friday
Application Question(s):
Do you have experience using LPL’s ClientWorks?
How many years of experience do you have using Redtail CRM and/or eMoney?
Are you comfortable working as a 1099 independent contractor (not W-2 employee)?
What time zone are you located in?
Work Location: Remote
Show more
Title: Workforce Scheduler – Augusta
Company: State of Georgia
Location: Augusta, GA