Part-Time Insurance Support AssistantWe 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 ResponsibilitiesProvide administrative and operational support to the senior advisorAssist with client scheduling, meeting preparation, and follow-up communicationsMaintain and update client files in compliance with industry and regulatory standardsPrepare paperwork for new accounts, account transfers, and service requestsSupport ongoing client service needs, including beneficiary updates, address changes, and policy reviewsCoordinate and track business processing and outstanding requirementsAnswer incoming calls and greet clients in a professional and welcoming mannerHelp maintain an organized and efficient office environmentPreferred QualificationsLife and Health Insurance license strongly preferred (or willingness to obtain)Prior experience in financial services, insurance, employee benefits, or a related field is a plusStrong organizational skills and high attention to detailExcellent written and verbal communication skillsAbility to handle sensitive and confidential information with professionalismProficiency in Microsoft Office, especially Excel, and comfort learning industry-specific softwareSelf-starter who can manage time effectively in a part-time schedulePersonal AttributesClient-first mindset with a heart for serving small business ownersDependable, proactive, and adaptablePositive attitude and team-oriented approachProfessional presence and strong work ethicAbout Our PracticeOur 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.CompensationHourly, commensurate with experience and licensingFlexible part-time schedule (approximately 20 hours per week)