Personal Assistant to Medicare Specialist and Financial Advisor

OverviewJob Title: Personal Assistant to Medicare Specialist & Financial Advisor

Pay: $20/hour (negotiable)

Position Type: Part-Time (around 20 hours a week)

Location: Hybrid. My home office in Cornelius with occasional remote work

We are seeking a highly organized, technology-driven Personal Assistant to support a growing Medicare and financial advisory business. This role is ideal for someone who is efficient, detail-oriented, proactive, and comfortable using artificial intelligence tools and modern technology to help streamline and organize an advanced business operation.

The ideal candidate is dependable, learns quickly, communicates professionally, and enjoys creating efficient systems and workflows.

Responsibilities

Assist with scheduling appointments and calendar management

Organize electronic business documents and client files

Maintain and update spreadsheets and databases

Use AI tools and technology platforms to improve efficiency and organization

Help manage day-to-day administrative operations

Support document preparation and digital organization

Assist with client communication and follow-up as needed

Help streamline office systems and processes

Qualifications

Strong organizational and multitasking skills

Highly efficient with technology and artificial intelligence tools

Comfortable using spreadsheets, calendars, and digital filing systems

Professional communication skills

Self-motivated and detail-oriented

Ability to work independently and adapt in a fast-paced environment

Job Type: Part-time

Pay: $20.00 per hour

Benefits:

• Flexible schedule

Work Location: Hybrid remote in Cornelius, NC 28031