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.
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and...
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