Position Overview:
The Part-Time Administrative Assistant will play a crucial role in supporting our day-to-day operations. You will assist with client communication, carrier follow-ups, and maintaining accurate records, ensuring smooth workflows and excellent service delivery.
Key Responsibilities:
- Call clients to schedule review appointments.
- Contact companies and carriers to check the status of paperwork or accounts.
- Update and maintain client and task lists, primarily using Excel.
- Support the team with additional administrative tasks as needed.
Qualifications:
- Strong communication and interpersonal skills.
- Proficiency in Excel and other Microsoft Office applications.
- Highly organized, detail-oriented, and able to manage time effectively.
- Ability to work independently in a remote environment while meeting deadlines.
- Prior administrative or customer service experience preferred; experience in financial services is a plus.
- Must be available for in-office onboarding and occasional visits, if necessary.
Benefits:
- Flexible working hours with a hybrid/remote setup.
- Opportunity to work with a supportive and professional team.
Previous experience in financial services industry is a plus.
10 to 25 hours per week.
Job DescriptionA senior accountant is requiredwith 5 years experience
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