Good Life Companies
Administrative and Operational Assistant
USA · Part-time
Sponsorship not specified$10k-$15kDetected 42 days ago
CRMOutbound SalesCommunicationOrganizational SkillsMicrosoft Teams
About the role
- The ideal candidate is organized, professional, coachable and eager to learn.
Requirements
- Proactive mindset with the ability to anticipate needs and follow through
- Reliability and a high degree of personal accountability
Nice to have
- Calendar & Client Coordination
- Send Zoom invitations, reminders, and confirmations
- Handle inbound and outbound client service calls
- Coordinate client follow-up activities and communications Operations & Paperwork Processing
- Follow up on paperwork and outstanding service requests
- Process account openings, transfers, distributions, beneficiary changes, and account maintenance requests
- Prepare meeting agendas and client review materials Project & Initiative Ownership (Growth Phase)
- Review and track beneficiary and contingent beneficiary designations across client accounts
Compensation
- $10k-$15k
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This listing is sourced directly from Good Life Companies's careers page and normalized into a canonical job model.