Administrative Assistant

About the Role:We are looking for a dependable, highly organized Administrative Assistant to support a growing financial services practice. This is a part-time, contract role (10–15 hours per week) ideal for someone who enjoys bringing structure to a business, staying on top of details, and helping create a smooth, professional experience for clients. Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding. This role is a great fit for someone who is proactive, communicative, and takes pride in keeping things running efficiently behind the scenes. What You'll Do:Manage calendars, schedule client meetings, and coordinate appointments Handle client communication, including emails and follow-ups Prepare and organize applications, documents, and client files Support the insurance and financial planning process from start to finish Maintain accurate records and ensure everything stays organized and on track Assist with light marketing tasks (social media, event coordination, etc.) Provide general administrative support as needed What We're Looking For:Strong organizational skills and attention to detail Clear, professional communication style Ability to manage multiple tasks and stay on top of deadlines Comfortable working independently and taking initiative Someone who enjoys creating order and supporting others Preferred Experience:Experience with Salesforce (or similar CRM) Proficiency with Microsoft Outlook and calendar management Background in financial services, insurance, or another professional services environment Position Details:10–15 hours per week Contract / 1099 role Flexible schedule Why This Role:This is an opportunity to be part of a growing practice where your work directly impacts client experience and day-to-day operations. xywuqvp The right person will play a key role in keeping everything organized, efficient, and running smoothly.