Administrative Coordinator

PeopleSolutionsNOW

United States

Remote

USD 34,440 - 39,950

Part time

14 days+

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Benefits offered by this job

Work-life balance

Fully remote work

Flexible hours

Job summary

PeopleSolutionsNOW seeks a motivated Administrative Assistant & Client Services Specialist for a part-time, fully remote role with flexible hours. In this position, you'll support clients, manage correspondence, and assist with administrative tasks, all while contributing to a welcoming and supportive work culture at Five Star Financial Group, a women-owned financial practice.

Qualifications

Prior industry experience with investments/insurance is preferred.
Highly organized with excellent follow-through on time-sensitive matters.
Self-motivated and able to work independently.

Responsibilities

Provide prompt and professional updates to clients on business processing.
Enter data for life insurance and investment applications.
Assist with internal case preparation meetings.

Skills

Communication

Organization

Client Focus

Tech Savvy

Problem Solving

Tools

Microsoft Office Suite

Job description

1 week ago Be among the first 25 applicants

This range is provided by PeopleSolutionsNOW. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$25.00/hr - $29.00/hr

Direct message the job poster from PeopleSolutionsNOW

Chief People Officer | Organizational Development | Talent Acquisition l Leadership Development l Employee Relations | Leadership Coaching I…

PeopleSolutionsNOW is conducting a search on behalf of Five Star Financial Group.

Administrative Assistant & Client Services Specialist | Flexible Location (Remote) | $25.00 - $29.00 per hour (20-hours per week /part time). Salary will be commensurate with experience as well as the geographic location of the hire.

Are you a stay-at-home parent, career re-starter, or someone seeking to scale back to a part time, fully remote position with flexible hours? We’re looking for a motivated, organized, and personable team member to join Five Star Financial Group, a multigenerational, women-owned financial planning practice. Founded by Laurinda Ferreira in 1983, Five Star Financial Group has grown into a family-led business now run alongside her two daughters, Michell Mendez and Claudia Ferreira—both graduates of St. John's University. Together, they bring decades of experience, authenticity, and excellence to the financial services industry, including continuous qualification for the Million Dollar Round Table (MDRT)an internationally recognized benchmark of success in life insurance and financial services. We pride ourselves on creating a welcoming, supportive work culture and believe our next great hire is someone who shares this belief: that only by being genuine and always doing the right thing for people will ultimate success be possible. Whether you’re re-entering the workforce or balancing career and family, this part-time opportunity offers you the chance to contribute meaningfully while working with a firm that puts relationships and integrity first.

Your Role: What You'll Be Doing

Client Support & Communication:

Provide prompt and professional updates to clients on business processing.
Manage client correspondence, follow-ups, and service requests.
Prepare new client onboarding paperwork, set up online access, and maintain/update client profiles.

Administrative & Business Processing:

Enter data for life insurance, annuities and investment applications, working with multiple carriers.
Maintain CRM updates in real time to ensure accurate tracking of underwriting and business processing.
Communicate with underwriters, case managers, and business processors for timely and accurate processing.

Team Support & Case Preparation:

Assist with internal case preparation meetings.
Support advisors with case materials for client meetings.
Perform special projects and other administrative duties as needed.

What You Bring

Prior industry experience with investments/ insurance is preferred.
Strong written and verbal communication skills.
Highly organized with excellent follow-through on time-sensitive matters.
Client-focused with a professional, friendly demeanor.
Tech-savvy and proficient in Microsoft Office Suite, with the ability to learn new tools quickly.
Self-motivated and able to work independently while also collaborating as part of a team.
Ability to solve problems and know when to take initiative versus when to ask for support.
Self-directed professional who takes full ownership of responsibilities and outcomes.

What We Offer You