We are seeking a reliable and detail-oriented Assistant to support a Financial Advisor with daily administrative and client service tasks. This role is ideal for someone who is organized, professional on the phone, and comfortable managing spreadsheets and client communications. The assistant will help ensure smooth operations by coordinating information, following up with companies, and keeping clients informed about upcoming appointments.

Position Type: Remote

Part-time or full-time (flexible depending on availability)

• Maintain and organize spreadsheets used to track client information, applications, and follow-ups

• Call insurance and financial service companies to obtain updates on client applications, policies, and processing status

• Send appointment confirmations and reminders to clients via phone, text, or email

• Help track pending cases and update internal records accordingly

• Assist with scheduling appointments and managing the advisor’s calendar

• Maintain accurate notes and documentation from company calls and client interactions

• Support general administrative tasks to keep the office organized and efficient

• Strong organizational and communication skills

• Comfortable speaking on the phone with clients and company representatives

• Basic proficiency with spreadsheets (Excel or Google Sheets)

• Detail-oriented with the ability to manage multiple tasks

• Professional and dependable

Symetra is a financial services firm dedicated to helping individuals and families make informed decisions about their financial future. With over 75 years of combined business and advising experience in the marketplace, our team brings a deep understanding of financial strategies, client service, and long-term planning.

At Symetra, we believe strong training and mentorship are key to success, and we are committed to developing our team through hands-on guidance and continuous learning. Integrity is at the core of everything we do, and we pride ourselves on always doing what is right for our clients. At the same time, we value building a positive culture where hard work, collaboration, and having fun in the workplace go hand in hand.