Insurance Assistant, Office Administrator​/ Coordinator

I'm looking for a motivated, organized, and detail-oriented Part-Time Assistant to join my growing practice with Mutual of Omaha in Richmond, Virginia.

This is a great opportunity for someone who enjoys helping people, thrives in a fast-paced environment, and is interested in gaining experience in the insurance, retirement, and financial services industry.

• Manage daily office operations, including scheduling, correspondence, and client communications
• Support client onboarding, paperwork processing, appointment preparation, and follow-ups
• Maintain accurate client records, databases, and CRM systems
• Prepare documents for client meetings and help ensure compliance standards are met
• Handle incoming calls and client service requests professionally and efficiently
• Support marketing initiatives, email campaigns, and event coordination
• Contribute to a positive, client-focused team environment

• Organized, detail-oriented, and proactive
• Strong communicator with a professional demeanor
• Dependable and able to work independently
• Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable with CRM systems (Salesforce experience is a plus)
• Previous administrative or client service experience preferred
• Life and Health Insurance License preferred (or willingness to obtain)
• Passionate about helping a team serve clients and achieve their financial goals
• Able to pass a background check, as required in the financial services industry

• Flexible part-time schedule (up to 20 hours per week)
• Direct experience working alongside a successful and experienced advisor
• Opportunity to grow within the financial services industry
• Supportive, client-focused team culture

If you or someone you know may be a great fit, I'd love to connect.

Please send your resume and a brief cover letter to: