Good Life Companies Jobs

Administrative and Operational Assistant

Good Life Companies

Administrative and Operational Assistant

Posted 7 Days Ago

Hiring Remotely in USA

Remote

Entry level

Insurance • Financial Services

The Role

Part-time administrative and operational support for a financial planning practice: manage advisor calendar and client communications, process account paperwork and service requests, maintain Wealthbox CRM, prepare meeting materials, and own projects to improve client service and operational efficiency.

Summary Generated by Built In

Administrative and Operational Assistant (FL or PA) Job Type: Part-time (~10-15 hours per week, with potential to grow) Location: Remote opportunity but must live in FL or PA Reports to: Practice Owner/ Financial Advisor About the Role

We are a growing financial planning and investment advisory practice seeking a detail-oriented, proactive part-time Administrative and Operational Assistant to become the operational backbone of our team. This is more than a traditional administrative role, it is an opportunity to grow with the practice, take ownership of meaningful projects, and directly support our ability to serve clients at a higher level. The ideal candidate is organized, professional, coachable and eager to learn.

Key Responsibilities

Calendar & Client Coordination

• Manage the advisor's calendar and schedule client meetings

• 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

• Assist with broker-dealer and operational support team processes

• Process account openings, transfers, distributions, beneficiary changes, and account maintenance requests

• Assist with insurance and annuity business processing

CRM & Meeting Support

• Maintain Wealthbox CRM records, workflows, and data integrity

• Prepare meeting agendas and client review materials

Project & Initiative Ownership (Growth Phase)

• Review and track beneficiary and contingent beneficiary designations across client accounts

• Gather and maintain family and estate planning information

• Track trusted contacts and other important account data

• Organize client service initiatives and review campaigns

• Manage referral source and center-of-influence outreach projects

• Identify opportunities to improve client service and operational efficiency

• Take ownership of projects from start to finish and report results

What We’re Looking For

We value the following qualities above all else:

• Strong organizational skills and meticulous attention to detail

• Experience using/working with video conferencing software such as: Zoom, Microsoft Teams/Meetings etc.

• Professional, polished communication (written and verbal)

• Proactive mindset with the ability to anticipate needs and follow through

• Comfortable working independently in a remote environment

• Genuine interest in helping people and improving processes

• Reliability and a high degree of personal accountability

• Financial services experience is a plus, but not required

Skills Required

Strong organizational skills and meticulous attention to detail
Experience using video conferencing software (Zoom, Microsoft Teams/Meetings)
Professional, polished written and verbal communication
Proactive mindset with ability to anticipate needs and follow through
Comfortable working independently in a remote environment
Reliability and a high degree of personal accountability
Experience maintaining Wealthbox CRM records, workflows, and data integrity
Experience processing brokerage and insurance account paperwork (openings, transfers, distributions, beneficiary changes)
Genuine interest in helping people and improving processes
Financial services experience

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The Company

HQ: Reading, Pennsylvania

113 Employees

Year Founded: 2012

What We Do

Our mission is to help more Americans and business owners achieve their version of the Good Life. We do that by serving independent advisors, helping them stay focused on their priorities and goals by making it easy for them to focus on their clients. Good Life offers a comprehensive platform of services and solutions that empower independent financial advisors throughout the lifecycle of their business, including a turnkey platform to launch their business; services to manage the practice; investment management, financial planning, and insurance services to grow their client relationships; and partnership to support strategies for growth and monetization. Securities offered through LPL Financial Member FINRA/SIPC. (www.finra.org/www.sipc.org) Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Companies and Good Life Advisors, LLC, are separate entities from LPL Financial. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.