Administrative Assistant

Job Description

JOB SUMMARY

We are seeking a reliable and detail-oriented Administrative Assistant to support a Financial Advisor with day-to-day operational and administrative responsibilities. This position is primarily a behind-the-scenes role focused on keeping the office organized, efficient, and running smoothly.

The ideal candidate is highly organized, dependable, professional on the phone, and comfortable handling spreadsheets, scheduling, paperwork, and follow-up communication with insurance and financial companies. Responsibilities include managing client files, coordinating appointments, tracking pending items, assisting with internal processes, and supporting overall office operations.

This role is best suited for someone who enjoys organization, accuracy, and administrative support work in a professional office environment.

Position Type:

Part-time or full-time (flexible depending on availability)

Compensation:

$63,000 yearly

Responsibilities:

• Maintain and organize spreadsheets used to track client information, applications, and follow-ups
• Call insurance and financial service companies to obtain updates on client applications, policies, and processing status
• Send appointment confirmations and reminders to clients via phone, text, or email
• Help track pending cases and update internal records accordingly
• Assist with scheduling appointments and managing the advisor’s calendar
• Maintain accurate notes and documentation from company calls and client interactions
• Support general administrative tasks to keep the office organized and efficient

Qualifications:

• Strong organizational and communication skills
• Comfortable speaking on the phone with clients and company representatives
• Basic proficiency with spreadsheets (Excel or Google Sheets)
• Detail-oriented with the ability to manage multiple tasks
• Professional and dependable

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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