Administrative and Operational Assistant

Administrative and Operational Assistant (FL or PA)

Job Type: Part-time (~10-15 hours per week, with potential to grow)

Location: Remote opportunity but must live in FL or PA

Reports to: Practice Owner/ Financial Advisor

About the Role

We are a growing financial planning and investment advisory practice seeking a detail-oriented, proactive part-time Administrative and Operational Assistant to become the operational backbone of our team. This is more than a traditional administrative role, it is an opportunity to grow with the practice, take ownership of meaningful projects, and directly support our ability to serve clients at a higher level. The ideal candidate is organized, professional, coachable and eager to learn.

Key Responsibilities

Calendar & Client Coordination• Manage the advisor's calendar and schedule client meetings• Send Zoom invitations, reminders, and confirmations• Handle inbound and outbound client service calls• Coordinate client follow-up activities and communicationsOperations & Paperwork Processing• Follow up on paperwork and outstanding service requests• Assist with broker-dealer and operational support team processes• Process account openings, transfers, distributions, beneficiary changes, and account maintenance requests• Assist with insurance and annuity business processingCRM & Meeting Support• Maintain Wealthbox CRM records, workflows, and data integrity• Prepare meeting agendas and client review materialsProject & Initiative Ownership (Growth Phase)• Review and track beneficiary and contingent beneficiary designations across client accounts• Gather and maintain family and estate planning information• Track trusted contacts and other important account data• Organize client service initiatives and review campaigns• Manage referral source and center-of-influence outreach projects• Identify opportunities to improve client service and operational efficiency• Take ownership of projects from start to finish and report results

What We’re Looking For

We value the following qualities above all else:• Strong organizational skills and meticulous attention to detail• Experience using/working with video conferencing software such as: Zoom, Microsoft Teams/Meetings etc. • Professional, polished communication (written and verbal)• Proactive mindset with the ability to anticipate needs and follow through• Comfortable working independently in a remote environment• Genuine interest in helping people and improving processes• Reliability and a high degree of personal accountability• Financial services experience is a plus, but not required
Back to blog

Other Jobs To Apply

Warehouse Associate/Generalist

amazon warehouse $15+/ Hour (Sign on Bonus)!

Process Assistant

Pharmacy Manager, Amazon Pharmacy

Flight Monitor, Amazon - Prime Air

Delivery Station Customer Service Associate, DSL

Package Sorter (PT & FT shifts available)

Copy of Healthcare Recruiter

Remote Work Game Tester - Entry Level / No Experience

Engineering Operations Technician (Night Shift), DCEO Engr

Fulfillment Workplace Health and Safety Specialist Intern 2026 - AZ, CA, CO, NM, NV, OH, OK, TX, UT, WA - Now Hiring

Urgent Hiring Delivery Driver, Up to $23.50/hr, weekly pay

Amazon Delivery Driver

Amazon Delivery Associate

flex driver

DELIVERY ASSOCIATE - AMAZON PACKAGES

Convention Porter

-Urgent Hiring | Entry-Level Remote Role | Immediate Start Available

UPS - Warehouse Worker/Package Handler $21+/hr

Online | Entry Level | Client Itinerary Support Specialist

Robotics Warehouse Associate

Prime Air Ground Handler, Amazon Prime Air

Shopper Team Member

Virtual Personal Stylist

Junior Cybersecurity Analyst

amazon warehouse $15+/ Hour (Sign on Bonus)!

Senior Manager, AI Red Team, Threat Operations

Crew Team Member

amazon warehouse associate $15+/ Hour (Sign on Bonus)!

Part-Time Endoscopy Nurse

Administrative Assistant / Data Entry Clerk (Remote Work From Home - Online)

UPS Careers in Riverdale, MD

Part Time Brand Ambassador Inside Amazon Fresh

Distribution Center Associate

RN Clinical Appeals

Warehouse

Warehouse Lead - 3rd Shift

Full Time 2nd Shift Warehouse Material Handler

amazon warehouse associate $15+/ Hour (Sign on Bonus)!

amazon work from home $15+/ Hour (Sign on Bonus!)!

IT Support Associate II, OTS

Package Sorter (PT & FT shifts available)

amazon work from home $15+/ Hour (Sign on Bonus!)!

Utilization Management (UM) Nurse Consultant – Work at Home in EST or CST Zone

amazon warehouse associate $15+/ Hour (Sign on Bonus)!

Stocking Team Associate

Remote Human Resource Associate

amazon warehouse associate $15+/ Hour (Sign on Bonus)!

Amazon Warehouse Worker – Alexandria, VA

EHS Specialist

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...