Job Description

Administrative Assistant (PART-TIME/REMOTE)

Do you have a passion for the financial industry and knowledge of processing important client paperwork? Our financial firm in Los Angeles, CA is looking for a Part-Time Administrative Assistant to ensure the client acquisition process from application submission to policy delivery is as smooth as possible.

This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, and attention to detail. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!

Minimum Requirements:

• 2+ years of administrative office experience in a fast-paced environment
• Bachelor’s Degree preferred
• Financial industry experience preferred
• Experience with Annuity applications preferred
• CRM experience is preferred

This position requires that you possess the following skills:

• Process driven
• Strong attention to detail
• Self-directed initiative
• A sense of urgency
• Excellent communication, both verbal and written
• Strong follow-through
• Good-natured, positive attitude
• Great sense of humor

Responsibilities:

• Complete and process applications submitted by Advisor
• Data input for annuity applications
• Respond to client inquiries as needed
• Analyze application issues
• Follow up on pending applications with various insurance/security agencies to keep the application process moving forward
• Answer advisor’s requests and respond in a timely manner
• Additional duties and responsibilities as required by management

Salary:

• $40,000 -$45,000

Hours:

• Monday – Friday : 9:00AM – 2:00 PM (25 HRS/WK)
• This position will mainly be remote

Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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