Part Time Administrative Assistant
Adams Keegan, Inc., Memphis, TN, United States
Part-Time Insurance Support Assistant
We are seeking a detail-oriented and client-focused Part-Time Support Assistant to help serve our clients with their estate and financial planning needs. Life and health insurance experience required.
Practice specializes in business succession planning, retirement planning, managed money, and employee benefits.
This role is ideal for someone who enjoys working in a professional office environment, thrives on organization, and takes pride in delivering excellent client support.
Key Responsibilities
Provide administrative and operational support to the senior advisor
Assist with client scheduling, meeting preparation, and follow-up communications
Maintain and update client files in compliance with industry and regulatory standards
Prepare paperwork for new accounts, account transfers, and service requests
Support ongoing client service needs, including beneficiary updates, address changes, and policy reviews
Coordinate and track business processing and outstanding requirements
Answer incoming calls and greet clients in a professional and welcoming manner
Help maintain an organized and efficient office environment
Preferred Qualifications
Life and Health Insurance license strongly preferred (or willingness to obtain)
Prior experience in financial services, insurance, employee benefits, or a related field is a plus
Strong organizational skills and high attention to detail
Excellent written and verbal communication skills
Ability to handle sensitive and confidential information with professionalism
Proficiency in Microsoft Office, especially Excel, and comfort learning industry-specific software
Self-starter who can manage time effectively in a part-time schedule
Personal Attributes
Client-first mindset with a heart for serving small business owners
Dependable, proactive, and adaptable
Positive attitude and team-oriented approach
Professional presence and strong work ethic
About Our Practice
Our firm focuses on helping business owners and families plan for the future through comprehensive financial strategies, including estate planning, succession planning, retirement planning, managed investments, and employee benefits solutions.
Licensing & Regulatory Disclosure
Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242, (513) 794-6794.
Investment advisory services offered through O.N. Investment Management Company.
Compensation
Hourly, commensurate with experience and licensing
Flexible part-time schedule (approximately 20 hours per week)
We are seeking a detail-oriented and client-focused Part-Time Support Assistant to help serve our clients with their estate and financial planning needs. Life and health insurance experience required.
Practice specializes in business succession planning, retirement planning, managed money, and employee benefits.
This role is ideal for someone who enjoys working in a professional office environment, thrives on organization, and takes pride in delivering excellent client support.
Key Responsibilities
Provide administrative and operational support to the senior advisor
Assist with client scheduling, meeting preparation, and follow-up communications
Maintain and update client files in compliance with industry and regulatory standards
Prepare paperwork for new accounts, account transfers, and service requests
Support ongoing client service needs, including beneficiary updates, address changes, and policy reviews
Coordinate and track business processing and outstanding requirements
Answer incoming calls and greet clients in a professional and welcoming manner
Help maintain an organized and efficient office environment
Preferred Qualifications
Life and Health Insurance license strongly preferred (or willingness to obtain)
Prior experience in financial services, insurance, employee benefits, or a related field is a plus
Strong organizational skills and high attention to detail
Excellent written and verbal communication skills
Ability to handle sensitive and confidential information with professionalism
Proficiency in Microsoft Office, especially Excel, and comfort learning industry-specific software
Self-starter who can manage time effectively in a part-time schedule
Personal Attributes
Client-first mindset with a heart for serving small business owners
Dependable, proactive, and adaptable
Positive attitude and team-oriented approach
Professional presence and strong work ethic
About Our Practice
Our firm focuses on helping business owners and families plan for the future through comprehensive financial strategies, including estate planning, succession planning, retirement planning, managed investments, and employee benefits solutions.
Licensing & Regulatory Disclosure
Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242, (513) 794-6794.
Investment advisory services offered through O.N. Investment Management Company.
Compensation
Hourly, commensurate with experience and licensing
Flexible part-time schedule (approximately 20 hours per week)