Personal Administrative Assistant

About the Opportunity

Our top agent is a nationally recognized, high-performing insurance and retirement planning professional producing over $25 million annually in annuity business. This role is an opportunity to work directly alongside a fast-paced, growth-oriented leader in the financial services industry.

We are seeking a highly organized, mentally sharp, adaptable, and dependable Personal Executive Assistant who can operate effectively in a demanding environment where priorities shift quickly and responsiveness matters.

This position is not for someone looking for a slow-paced or highly repetitive role. It is designed for someone who thrives under pressure, can multitask at a high level, thinks critically, communicates professionally, and takes pride in helping a high-producing business operate efficiently.

Mission:

Our mission is to educate civilians, military personnel, federal & postal employees, families, and business owners so they can make informed decisions regarding retirement planning, asset protection, life events, and financial security.

Our vision is simple:

Leave people better than we met them.

Position Overview:

This role works directly with Rayna Reyes and is responsible for helping support day-to-day operations, client communication, appointment coordination, seminar logistics, administrative organization, and strategic growth initiatives.

This is a salary-based position because business demands and schedules can vary significantly day-to-day. Candidates must be flexible and occasionally available outside of standard business hours as needed.

The ideal candidate can handle high expectations, multiple moving parts, and fast decision-making while maintaining professionalism, composure, and accuracy.

Key Responsibilities:

• Work directly with Rayna Reyes to support business operations and growth
• Make outbound calls to:
• Set appointments
• Confirm appointments
• Pre-screen prospective clients and seminar attendees
• Answer inbound client and event-related calls professionally
• Organize calendars, client information, and operational systems
• Enter and maintain accurate client notes and appointment tracking
• Assist with seminar, event, and travel coordination
• Manage multiple ongoing priorities simultaneously
• Help simplify retirement and insurance concepts for clients when appropriate
• Support follow-up processes and client outreach initiatives
• Assist during non-scheduled hours when urgent business needs arise
• Help maintain efficiency within a fast-moving, high-demand environment

Qualifications & Requirements:

• Minimum 2 years of relevant professional experience required
• Must demonstrate the ability to multitask and perform under pressure
• Strong professional communication and phone skills
• Exceptional organizational ability and attention to detail
• Strong computer and technology skills are required
• Comfortable using and learning AI tools and modern technology platforms
• Ability to quickly learn systems, workflows, and software
• Ability to think critically and adapt quickly in changing situations
• Comfortable balancing stress and maintaining professionalism in a demanding environment
• Prior experience in:
• Executive or personal assistant roles
• Operations coordination
• Insurance or financial services
• Call center or appointment-setting environments
• Customer service or client-facing support
• Must be dependable, resourceful, flexible, and solution-oriented
• Willingness to travel up to 25% as needed

The ideal candidate is:

• Quick-thinking and highly adaptable
• Organized without needing constant direction
• Calm under pressure
• Comfortable with changing schedules and priorities
• Able to communicate professionally with clients and business partners
• Motivated by growth, responsibility, and high standards
• Interested in long-term professional development opportunities

Compensation & Benefits:

Salary Range: $35,000 – $55,000 annually

Compensation is based on:

• Experience
• Skill level
• Ability to handle responsibility
• Adaptability
• Performance

Additional Compensation:

• Bonus opportunities
• Performance-based raises

Benefits:

• Health insurance
• Vision insurance
• Disability insurance
• Paid time off

Schedule & Work Environment:

• Full-Time
• Monday–Friday
• Occasional Sundays as needed
• Hours may vary depending on appointments, seminars, travel, and business needs
• In-person role located in Orange Park, FL
• Some travel required

Work Location:

Orange Park, Florida

In-person position with some travel required.

Job Type: Full-time

Pay: $35,000.00 - $55,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• Able to be on call in evenings occasionally?

Experience:

• Personal administrative assistant: 2 years (Required)

Willingness to travel:

• 25% (Required)

Work Location: In person