Administrative Assistant (Part-Time or Full-Time) – Insurance & Financial Services

Position Overview

We need a detail-driven, proactive Administrative Assistant who can support day-to-day operations and client servicing. This role starts part-time with a clear path to full-time if you crush it.

You’ll handle administrative tasks, coordinate appointments, assist with client communications, and help create a smooth experience for every client and prospect who interacts with our office.

If you like structure, appreciate checklists, and are the kind of person who notices when a picture frame is crooked — you’ll fit right in.

Key Responsibilities

Client Support & Communication

• Answer phones, return calls, and provide excellent customer service

• Schedule client meetings and manage the agency calendar

• Follow up on paperwork, signatures, and client documentation

• Assist with Medicare, life insurance, and retirement plan onboarding processes

Administrative & Office Tasks

• Organize digital files, client records, and applications

• Input and update CRM data accurately

• Prepare simple reports, letters, and follow-up correspondence

• Manage mail, email inboxes, and office supply needs

Marketing & Outreach Assistance

• Prepare seminar materials, flyers, and basic marketing pieces

• Help coordinate workshops, educational events, and client appreciation activities

• Light social media and newsletter support (optional but a plus)

What We’re Looking For

Must-Haves

• Strong attention to detail (if you’re the “color-code-your-calendar” type, even better)

• Reliable, punctual, and consistent — our clients depend on us

• Excellent communication skills (written & verbal)

• Comfortable with phone work and client interaction

• Tech-savvy enough to learn new systems quickly

Bonus Points For

• Experience in insurance, financial services, real estate, or a client-facing role

• CRM experience (Zoho, AgencyBloc, RadiusBob, etc.)

• Knowledge of Medicare or retirement planning (not required — we’ll train you)

What You’ll Get

• Flexible part-time schedule that can grow into full-time

• Hands-on training in insurance and retirement planning

• A supportive team that wants you to succeed

• A role where your work genuinely makes a difference for clients

• Long-term career growth opportunities

Plus… you get to work with people who care, take their work seriously, but don’t take themselves too seriously.

Location: Hurst, TX
Hours: Part-Time to Start (20–25 hrs/week), with strong potential to transition to Full-Time
Compensation: Competitive hourly pay 
Start Date: ASAP (we move fast)