Part-Time Administrative & Client Support Assistant

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 Apply Now Apply Now