Administrative Assistant  (Part-Time)

A financial planning firm in East Memphis has an opening for a part-time Administrative Assistant.  This is a direct hire opportunity.


  • Follow up on underwriting for insurance applications

  • Order exams for insurance

  • Follow up on rollovers for investment accounts and annuities

  • Service existing clients

  • Manage/organize electronic filing system through box/salesforce

  • Prepare partners for seminars/group presentations

  • Confirm appointments


  • Intermediate skills in Microsoft Word, Excel, PowerPoint, and Outlook required

  • Bachelor's degree preferred

  • Advanced computer skills

  • Exceptionally detail-oriented

  • Should be extremely organized

  • Must have great communication skills, both written and verbal

Salary: $16-17/hr, DOE

Hours: About 15 hours per week; Exact hours TBD

Candidates with resumes that do not meet the exact requirements for this position will not be contacted

To further explore this opportunity, please submit your resume to