Part Time Administrative Assistant

Part-Time Insurance Support Assistant

We are seeking a detail-oriented and client-focused Part-Time Support Assistant to help serve our clients with their estate and financial planning needs. Life and group health insurance experience required. Current license preferred.

Practice specializes in business succession planning, retirement planning, managed money, and employee benefits.

This role is ideal for someone who enjoys working in a professional office environment, thrives on organization, and takes pride in delivering excellent client support.

Key Responsibilities

• Provide administrative and operational support to the senior advisor
• Assist with client scheduling, meeting preparation, and follow-up communications
• Maintain and update client files in compliance with industry and regulatory standards
• Prepare paperwork for new accounts, account transfers, and service requests
• Support ongoing client service needs, including beneficiary updates, address changes, and policy reviews
• Coordinate and track business processing and outstanding requirements
• Answer incoming calls and greet clients in a professional and welcoming manner
• Help maintain an organized and efficient office environment

Preferred Qualifications

• Life and Health Insurance license strongly preferred (or willingness to obtain)
• Prior experience in financial services, insurance, employee benefits, or a related field is a plus
• Strong organizational skills and high attention to detail
• Excellent written and verbal communication skills
• Ability to handle sensitive and confidential information with professionalism
• Proficiency in Microsoft Office, especially Excel, and comfort learning industry-specific software
• Self-starter who can manage time effectively in a part-time schedule

Personal Attributes

• Client-first mindset with a heart for serving small business owners
• Dependable, proactive, and adaptable
• Positive attitude and team-oriented approach
• Professional presence and strong work ethic

About Our Practice

Our firm focuses on helping business owners and families plan for the future through comprehensive financial strategies, including estate planning, succession planning, retirement planning, managed investments, and employee benefits solutions.

Licensing & Regulatory Disclosure

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242, View phone number on click.appcast.io.

Investment advisory services offered through O.N. Investment Management Company.

Compensation

• Hourly, commensurate with experience and licensing
• Flexible part-time schedule (approximately 20 hours per week)