Job Description
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
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