Remote Administrative Assistant for a Finance Advisor

Remote Jobs; Kalispell (MT); Remote; USD 30,000 - 42,000; Part time

Job summary

Remote Jobs is seeking an Assistant to support a Financial Advisor with daily administrative tasks. The role is remote, flexible Part-time or Full-time, and requires organized, professional communication with clients and companies.

The assistant will manage spreadsheets, track applications, coordinate appointments, send confirmations, and keep internal records up to date to ensure smooth operations.

Qualifications

• Strong organizational and communication skills.
• Comfortable speaking on the phone with clients.
• Basic proficiency with spreadsheets (Excel or Google Sheets).
• Detail-oriented with the ability to manage multiple tasks.
• Professional and dependable.

Responsibilities

• Maintain and organize spreadsheets used to track client information, applications, and follow-ups.
• Call insurance and financial service companies to obtain updates on client applications, policies, and processing status.
• Send appointment confirmations and reminders to clients via phone, text, or email.
• Help track pending cases and update internal records accordingly.
• Assist with scheduling appointments and managing the advisor's calendar.
• Maintain accurate notes and documentation from company calls and client interactions.
• Support general administrative tasks to keep the office organized and efficient.

Skills

Organizational skills

Communication skills

Phone etiquette

Attention to detail

Professionalism

Tools

Excel

Google Sheets

Job description

Remote Jobs is seeking an Assistant to support a Financial Advisor with daily administrative tasks. The role is remote, flexible Part-time or Full-time, and requires organized, professional communication with clients and companies.

The assistant will manage spreadsheets, track applications, coordinate appointments, send confirmations, and keep internal records up to date to ensure smooth operations.