Administrative Assistant

Job overview

The Administrative Assistant role is remote, with the listing location in Kalispell, MT. Compensation is $60,000 per year. The assistant supports a financial advisor at Symetra, a financial services firm focused on helping individuals and families make informed financial decisions. The role keeps client-service and office workflows organized by maintaining records, following up on applications, and coordinating communications and appointments for the advisor.

What you'll do

• Maintain spreadsheets tracking client information, applications, and follow-ups
• contact insurance and financial service companies for application and policy updates
• send appointment confirmations and reminders
• track pending cases and update records
• schedule appointments and manage the advisor’s calendar
• document calls and client interactions
• support general administrative tasks.

What we're looking for

Skills & competencies

administrative assistant

remote

kalispell mt

symetra

financial services

client service

spreadsheets

excel

google sheets

appointment scheduling

application follow-up

part-time or full-time flexible

Work arrangement

• Weekend coverage required

Why this role

Remote position with flexible part-time or full-time availability; hands-on training and mentorship are described.

About the employer

Symetra is hiring for this role. Industry: Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds. Sector: 52.