Personal Assistant

We are seeking a highly organized and proactive Personal Assistant to provide direct support to executive leadership in a fast-growing financial services agency. This role focuses on providing executive assistance, coordinating with agents, and managing CRM systems to ensure smooth daily operations. You’ll act as a key point of contact, ensuring no details are missed in a dynamic, results-driven environment.

Independent Contractor Perks

• HMO Coverage for eligible locations
• Permanent work from home
• Immediate hiring
• Steady freelance job

Job Highlights

• Monthly Rate: Equivalent of USD 833/month in the applicant’s local currency
• Number of Paid Hours Per Week: 40 hours
• Schedule:
• Monday to Thursday: 11:00 AM – 8:00 PM EST (including 1-hour unpaid break)
• Friday and Saturday: 11:00 AM – 3:00 PM EST
• Work Arrangement: Work from home
• Contract: Independent Contractor

Client Overview

Join a fast-growing financial services agency specializing in life insurance and financial solutions. The company offers strong onboarding, hosts large quarterly events, and fosters a dynamic, results-driven culture. You’ll support executives who manage major operations while maintaining work-life balance.

Job Description

This is an exciting opportunity to become the right-hand support to executive leadership in a thriving financial services company. You’ll play a crucial role in maintaining seamless operations, managing agent relationships, and ensuring no detail falls through the cracks in their sophisticated CRM system. This position offers the perfect blend of administrative excellence and relationship management, where your organizational skills and proactive approach will directly impact the success of hundreds of agents and the overall business growth.

Responsibilities

• Manage executive email communications and prioritize important correspondence
• Serve as a key liaison for agent relations, answering licensing process questions and providing guidance
• Monitor and maintain the company’s CRM system to ensure complete and accurate agent information
• Conduct follow-up phone calls with brokers to ensure timely CRM data completion
• Track new recruits through their licensing journey to prevent anyone from being overlooked
• Coordinate seamlessly with team leaders on onboarding processes and agent development
• Anticipate executive needs and proactively address upcoming requirements
• Handle diverse ad-hoc projects that support business growth and operations

Requirements

• Minimum of at least 3+ years of proven experience as an administrative or personal assistant in a professional environment
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google applications
• Excellent computer literacy with the ability to quickly master new software systems
• Fast learner who thrives in dynamic, evolving environments
• Professional communication skills with the ability to work effectively with direct, efficient leadership styles
• Strong organizational abilities with exceptional attention to detail
• Independent work style with excellent time management and multitasking capabilities
• Experience with CRM systems and phone-based follow-up preferred

Side Note

Since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional pay rate is based on hourly rates, and the rate depends on your performance in the application process.

Reminder

Apply directly to the link provided; you will be redirected to BruntWork’s Career Site. You must apply using the provided link to complete the initial requirements, which include pre-screening assessment questions, a technical check of your computer, and a voice recording. APPLICATIONS WITH COMPLETE REQUIREMENTS WILL BE PRIORITIZED.

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