Personal Assistant - (ZR_28754_JOB)

This is a remote position.

Schedule:

• 40 hours per week
• Monday to Thursday, 11am to 8pm EST (Including a 1-hour unpaid break)
• Friday and Saturday, 11am to 3pm EST
• Client Timezone: Eastern Time Zone (Florida)

Client Overview

Join a fast-growing financial services agency specializing in life insurance and financial solutions. The company offers strong onboarding, hosts large quarterly events, and fosters a dynamic, results-driven culture. You’ll support executives who manage major operations while maintaining work-life balance.​

Job Description

This is an exciting opportunity to become the right-hand support to executive leadership in a thriving financial services company. You’ll play a crucial role in maintaining seamless operations, managing agent relationships, and ensuring no detail falls through the cracks in their sophisticated CRM system. This position offers the perfect blend of administrative excellence and relationship management, where your organizational skills and proactive approach will directly impact the success of hundreds of agents and the overall business growth.

Responsibilities

• Manage executive email communications and prioritize important correspondence
• Serve as a key liaison for agent relations, answering licensing process questions and providing guidance
• Monitor and maintain the company’s CRM system to ensure complete and accurate agent information
• Conduct follow-up phone calls with brokers to ensure timely CRM data completion
• Track new recruits through their licensing journey to prevent anyone from being overlooked
• Coordinate seamlessly with team leaders on onboarding processes and agent development
• Anticipate executive needs and proactively address upcoming requirements
• Handle diverse ad-hoc projects that support business growth and operations

Requirements

• Minimum of at least 3+ years of proven experience as an administrative or personal assistant in a professional environment
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google applications
• Excellent computer literacy with ability to quickly master new software systems
• Fast learner who thrives in dynamic, evolving environments
• Professional communication skills with ability to work effectively with direct, efficient leadership styles
• Strong organizational abilities with exceptional attention to detail
• Independent work style with excellent time management and multitasking capabilities
• Experience with CRM systems and phone-based follow-up preferred

Benefits