Finacial Services / Employee Benefits / Broker Administrator

  • Part-Time
  • Remote
  • Ends on January 28, 2026

Overview

Part-Time Administrative & Financial Services Support Specialist

Remote | Part-Time | Growth Opportunity

Position Overview
Leadership strategist, author, and advisor to organizations across financial services, employee benefits, and executive development, is seeking a highly capable Part-Time Administrative & Financial Services Support Specialist. This role is designed for a detail-oriented professional who thrives in a fast-paced, purpose-driven environment and understands the operational rigor required in regulated financial and insurance settings.

This position is fully remote and part-time, with flexibility in scheduling. The role offers meaningful responsibility, a collaborative working relationship, and the potential to grow into a full-time position as the business continues to expand.

Key Responsibilities
The successful candidate will provide administrative and operational support across multiple business lines, with a strong emphasis on financial services administration. Responsibilities include:

Managing licensing and compliance documentation related to insurance and financial services, including tracking renewals, appointments, and required filings

Assisting with employee benefits administration, including insurance quotes, carrier communications, plan comparisons, and proposal preparation

Coordinating administrative workflows related to consulting engagements, client onboarding, and internal projects

Supporting presentation development, including PowerPoint and PDF design for executive-level audiences, boards, and corporate clients

Organizing documents, maintaining secure digital records, and ensuring accuracy across client and compliance materials

Providing general administrative support, calendar coordination, and project follow-up as needed

Required Experience & Qualifications
This role requires prior experience in financial services or insurance administration. Ideal candidates will demonstrate:

Working knowledge of insurance licensing, compliance processes, and regulatory documentation

Experience preparing or supporting employee benefits quotes and proposals

Strong organizational skills with exceptional attention to detail

Proficiency in Microsoft PowerPoint, Word, and PDF presentation tools

Ability to work independently from a home office while maintaining confidentiality and professionalism

Clear written and verbal communication skills

Experience supporting advisors, consultants, brokerages, or financial services firms is strongly preferred.

Work Environment & Culture
This role offers a supportive, intellectually engaging environment rooted in respect, trust, and professional growth. Work is performed remotely, with flexibility and autonomy balanced by accountability and excellence. The position provides exposure to leadership consulting, thought leadership, and innovative approaches to financial services and employee benefits.

Growth Opportunity
This is more than an administrative role. The position offers the opportunity to grow alongside a respected thought leader, expand professional skills, and potentially transition into a full-time role as the business scales.

Compensation
Compensation is competitive and commensurate with experience, with flexibility appropriate for a part-time engagement.

Tagged as: administration, employee benefits, finacial services

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Qualifications

Required Experience & Qualifications This role requires prior experience in financial services or insurance administration. Ideal candidates will demonstrate:Working knowledge of insurance licensing, compliance processes, and regulatory documentationExperience preparing or supporting employee benefits quotes and proposalsStrong organizational skills with exceptional attention to detailProficiency in Mac, Keynote, Microsoft PowerPoint, Word, and PDF presentation toolsAbility to work independently from a home office while maintaining confidentiality and professionalismClear written and verbal communication skillsExperience supporting advisors, consultants, brokerages, or financial services firms is strongly preferred.
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