Administrative Assistant (Part-Time)

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.