Note: The job is a remote job and is open to candidates in USA. Good Life Companies is 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 their team. The role involves managing calendars, coordinating client communications, processing paperwork, maintaining CRM records, and taking ownership of various projects to improve client service and operational efficiency.
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
Skills
- Must live in FL or PA
- Detail-oriented and proactive
- Organized and professional
- Coachable and eager to learn
- 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
- Financial services experience is a plus, but not required
Company Overview
Our mission is to help more Americans and business owners achieve their version of the Good Life. It was founded in 2014, and is headquartered in Reading, Pennsylvania, USA, with a workforce of 51-200 employees. Its website is https://goodlifeco.com/.