[Remote] Administrative and Operational Assistant

Note: The job is a remote job and is open to candidates in USA. Good Life Companies is 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 their team. The role involves managing calendars, coordinating client communications, processing paperwork, maintaining CRM records, and taking ownership of various projects to improve client service and operational efficiency.ResponsibilitiesManage the advisor's calendar and schedule client meetingsSend Zoom invitations, reminders, and confirmationsHandle inbound and outbound client service callsCoordinate client follow-up activities and communicationsFollow up on paperwork and outstanding service requestsAssist with broker-dealer and operational support team processesProcess account openings, transfers, distributions, beneficiary changes, and account maintenance requestsAssist with insurance and annuity business processingMaintain Wealthbox CRM records, workflows, and data integrityPrepare meeting agendas and client review materialsReview and track beneficiary and contingent beneficiary designations across client accountsGather and maintain family and estate planning informationTrack trusted contacts and other important account dataOrganize client service initiatives and review campaignsManage referral source and center-of-influence outreach projectsIdentify opportunities to improve client service and operational efficiencyTake ownership of projects from start to finish and report resultsSkillsMust live in FL or PADetail-oriented and proactiveOrganized and professionalCoachable and eager to learnStrong organizational skills and meticulous attention to detailExperience using/working with video conferencing software such as: Zoom, Microsoft Teams/Meetings etcProfessional, polished communication (written and verbal)Proactive mindset with the ability to anticipate needs and follow throughComfortable working independently in a remote environmentGenuine interest in helping people and improving processesReliability and a high degree of personal accountabilityFinancial services experience is a plus, but not requiredCompany OverviewOur mission is to help more Americans and business owners achieve their version of the Good Life. It was founded in 2014, and is headquartered in Reading, Pennsylvania, USA, with a workforce of 51-200 employees. Its website is https://goodlifeco.com/.