Overview
Job Title: Administrative Assistant to Medicare Specialist & Financial Advisor
Pay: $20/hour (negotiable)
Position Type: Part-Time (around 20 hours a week)
Location: Hybrid. My office in Cornelius 1 day/week and remote work
Seeking a highly organized, technology-driven Administrative Assistant to support a growing Medicare and Financial Advisory business. This role is ideal for someone who is efficient, detail-oriented, proactive, and comfortable using artificial intelligence tools and technology platforms to help streamline and organize an advanced business operation.
The ideal candidate is a fast independent learner, efficient, strong confident communicator, and excels at creating efficient systems and workflows
Responsibilities
Contact clients to schedule appointments and calendar management
Manage projects requiring ability to independently access online learning tools to learn company technology platforms
Organize electronic business documents and paper files to manage operations
Use AI tools and technology platforms to manage operations and improve efficiency
Manage day-to-day administrative operations, client service needs and follow-up
Qualifications
Strong organizational and multitasking skills
Highly efficient with technology and artificial intelligence tools
Comfortable using spreadsheets, calendars, and digital filing systems
Professional, confident communication skills
Self-motivated and detail-oriented
Ability to work independently and adapt in a fast-paced environment
Experience with Redtail a plus
Job Type: Part-time
Pay: $22.00 per hour
Benefits:
Work Location: Hybrid remote in Cornelius, NC 28031
