Job Description
Position Overview
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.
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
Qualifications
- Previous administrative experience, preferably in the financial services, insurance, or investment industry
- Knowledge of investment, annuity, and insurance products is preferred
- 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
What We Offer
- 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
To apply, please submit your resume and a brief summary of your relevant experience.