Overview
SmartPro Financial is a growing financial services organization that supports advisors and clients with insurance planning and financial strategies. We are seeking a reliable and detail-oriented Part-Time Administrative & Client Support Assistant to help manage client communications and support our insurance application process.
This role focuses on client follow-ups, sending insurance quotes, and assisting with new client intake to ensure a smooth and professional experience for both advisors and clients.
Responsibilities
• Send weekly reminder follow-ups to clients regarding insurance applications, approved policies, and quote reminders via email and messaging systems.
• Prepare and send Term Life and Long-Term Care insurance quotes to prospective clients using provided systems and templates.
• Send templated client communications and maintain organized records of correspondence.
• Assist with new client intake, including reviewing intake forms and helping route clients to the appropriate advisor.
• Communicate with advisors to gather information needed to prepare client quotes.
• Maintain organized digital records of client and advisor communications and quotes generated.
• Send weekly advisor notifications regarding payments or application updates.
• Assist with managing recurring administrative tasks within internal workflow systems.
• Coordinate with the advisor team to ensure timely and professional client service.
Ideal Candidate
• Highly organized and comfortable managing multiple tasks
• Strong written communication skills
• Detail-oriented and reliable
• Comfortable using email systems and basic administrative software
• Able to follow structured processes and templates
• Enjoys completing checklist-style tasks and maintaining organized systems
What We Provide
• Clear procedures and templates for communication
• Defined weekly tasks and structured workflow
• Flexible remote work environment
• Opportunity to grow with a rapidly expanding advisor network
• Approximately 3–5 hours per day depending on workload
• Consistent weekly responsibilities with flexible scheduling
Time Commitment
• Approximately 3–5 hours per day depending on workload
• Consistent weekly responsibilities with flexible scheduling
If you’re organized, responsive, and enjoy supporting a growing team through clear communication and administrative work, we’d love to hear from you.
Pay: From $22.00 per hour
Work Location: Remote
Location: Remote, Oregon, US
Qualifications:
- Highly organized and comfortable managing multiple tasks
- Strong written communication skills
- Detail-oriented and reliable
- Comfortable using email systems and basic administrative software
- Able to follow structured processes and templates
- Enjoys completing checklist-style tasks and maintaining organized systems
Benefits:
- Flexible remote work environment
- Opportunity to grow with a rapidly expanding advisor network
- Approximately 3–5 hours per day depending on workload
- Consistent weekly responsibilities with flexible scheduling
- Pay: From $22.00 per hour
Responsibilities:
- We are seeking a reliable and detail-oriented Part-Time Administrative & Client Support Assistant to help manage client communications and support our insurance application process
- This role focuses on client follow-ups, sending insurance quotes, and assisting with new client intake to ensure a smooth and professional experience for both advisors and clients
- Send weekly reminder follow-ups to clients regarding insurance applications, approved policies, and quote reminders via email and messaging systems
- Prepare and send Term Life and Long-Term Care insurance quotes to prospective clients using provided systems and templates
- Send templated client communications and maintain organized records of correspondence
- Assist with new client intake, including reviewing intake forms and helping route clients to the appropriate advisor
- Communicate with advisors to gather information needed to prepare client quotes
- Maintain organized digital records of client and advisor communications and quotes generated
- Send weekly advisor notifications regarding payments or application updates
- Assist with managing recurring administrative tasks within internal workflow systems
- Coordinate with the advisor team to ensure timely and professional client service
- Clear procedures and templates for communication
- Defined weekly tasks and structured workflow
- Approximately 3–5 hours per day depending on workload
- Consistent weekly responsibilities with flexible scheduling
- If you're organized, responsive, and enjoy supporting a growing team through clear communication and administrative work, we’d love to hear from you
Indeed: Apply Here
Glassdoor: Apply Here
Talents By Vaia: Apply Here
Jobrapido: Apply Here
Indeed: Apply Here