Administrative Assistant (Part-Time)

Vista Wealth Solutions • Radnor, PA

11h • Remote

About The Position

Two Vista Wealth Solution advisors are seeking a reliable and detail-oriented Part-Time Shared Administrative Assistant to support their financial services practices. This remote position offers a flexible schedule and is ideal for someone who enjoys working independently while managing a variety of administrative and client service responsibilities. The successful candidate will assist with the submission, processing, and servicing of investment, annuity, and insurance business, helping to ensure a smooth and efficient experience for clients.

Requirements

• Previous administrative experience, preferably in the financial services, insurance, or investment industry
• Strong organizational skills and attention to detail
• Excellent verbal and written communication skills
• Ability to manage multiple priorities and work independently in a remote environment
• Proficiency with Microsoft Office and other business systems
• High level of professionalism and commitment to client service

Nice To Haves

• Knowledge of investment, annuity, and insurance products is preferred

Responsibilities

• Monitor business processing and follow up on outstanding requirements
• Assist with account maintenance and service requests
• Communicate with clients, carriers, and home office personnel regarding account and policy matters
• Track application status and ensure timely completion of business processing
• Maintain accurate client records and documentation
• Support advisors with administrative tasks and client service needs
• Assist with scheduling, correspondence, and other office-related duties as needed

Benefits

• Flexible remote work environment
• Consistent part-time schedule (15 to 20 hours per week)
• Competitive hourly compensation based on experience ($15-$20 per hour)
• Opportunity to support two established financial professionals and play a key role in delivering exceptional client service

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed