Administrative and Operational Assistant

Good Life Companies•Remote, USA

3d•Remote

About The Position

We are a growing financial planning and investment advisory practice seeking a detail-oriented, proactive part-time Administrative and Operational Assistant to become the operational backbone of our team. This is more than a traditional administrative role, it is an opportunity to grow with the practice, take ownership of meaningful projects, and directly support our ability to serve clients at a higher level. The ideal candidate is organized, professional, coachable and eager to learn.

Requirements

Strong organizational skills and meticulous attention to detail
Experience using/working with video conferencing software such as: Zoom, Microsoft Teams/Meetings etc.
Professional, polished communication (written and verbal)
Proactive mindset with the ability to anticipate needs and follow through
Comfortable working independently in a remote environment
Genuine interest in helping people and improving processes
Reliability and a high degree of personal accountability

Nice To Haves

Financial services experience is a plus, but not required

Responsibilities

Manage the advisor's calendar and schedule client meetings
Send Zoom invitations, reminders, and confirmations
Handle inbound and outbound client service calls
Coordinate client follow-up activities and communications
Follow up on paperwork and outstanding service requests
Assist with broker-dealer and operational support team processes
Process account openings, transfers, distributions, beneficiary changes, and account maintenance requests
Assist with insurance and annuity business processing
Maintain Wealthbox CRM records, workflows, and data integrity
Prepare meeting agendas and client review materials
Review and track beneficiary and contingent beneficiary designations across client accounts
Gather and maintain family and estate planning information
Track trusted contacts and other important account data
Organize client service initiatives and review campaigns
Manage referral source and center-of-influence outreach projects
Identify opportunities to improve client service and operational efficiency
Take ownership of projects from start to finish and report results