Office Administrator & Data Analyst

Office Administrator & Data Analyst (Part-Time) Confident Financial Solutions LLC — Cheshire, CT | 20-25 hrs/week | Must work Mon & Wed 10:00–4:30 (flexible Tue/Thu/Fri) |

About the role Be the friendly first point of contact at a boutique, tax-forward retirement & wealth advisory. You’ll keep phones, calendars, and client reviews running smoothly, call carriers/companies, and pre-fill/complete application & review documents with clients (including e-signature) so client reviews and new client applications are accurate and on time.

What you’ll do

• Answer and return calls during coverage hours; capture crisp notes and next steps.
• Schedule prospect calls, client reviews, and Zooms; keep calendars clean (no double-books).
• Prep meetings: agendas, review packets, Zoom/room readiness.
• Carrier outreach (Athene, Delaware Life, Allianz, EquiTrust, F, Lincoln): request statements, values, surrender schedules/MVA, riders/fees, RMDs, beneficiary confirmations, illustrations; track to completion.
• Applications & review documents (with clients): pre-fill and complete all forms; prepare carrier/custodian paperwork; manage e-signature end-to-end; ensure accuracy so no re-signs are needed.
• Documentation & filing: scan/e-file same day; follow naming conventions; keep audit-ready folders.
• CRM hygiene (Levitate/TBD): same-day notes and next steps; birthdays/anniversaries maintained.
• Social & compliance: submit posts/docs for approval, process redlines, archive approvals, schedule/publish.
• Light office admin: supplies, mail, birthday/thank-you cards; keep the front desk welcoming. Schedule & pay
•  Client workflow and data tracking, reporting, and process improvement support
  • Seminar tracking and analysis, including registrations, attendance, cancellations,
  appointment set rates, show rates, and conversion metrics, plus identifying trends and
  recommended improvements
  • Social media management and performance tracking, including post cadence, engagement
  metrics, and progress reporting
  • Email campaign execution and analysis, including monitoring performance metrics and
  making data driven adjustments
  • Office administration support as needed, including scheduling, document preparation, and
  coordination tasks
  • Additional responsibilities may be assigned based on business needs and your strengths

Set hours:

• Mon & Wed, 10:00 AM–4:30 PM (on-site)
• Flexible hours: Tue/Thu/Fri to reach 20 - 25 hrs/week

What you bring

• Personality: professional, friendly, warm, upbeat, well-tempered, client-first
• Skills: excellent phone presence; strong grammar & note-taking; fast with computers; detail-oriented; self-starter; comfortable guiding clients through application/review documents and e-signature; meticulous with form/data entry, expertise or degree in analysis
• Experience: 1–3+ years in client service/admin/ops/data analysis (financial-services & carrier calling are pluses) Tools we use Word/Excel, Zoom, Levitate CRM, Gamma, Zocks, Zapier, Loom, Forms Logic (plus shared drives & PDF tools)

How we define success (first ~90 days)

• Most calls answered live during coverage; missed calls get a ~1-hour callback
• No double-bookings; calendar changes entered the same day
• Every client touch has a same-day CRM note and clear next step
• 90% of standard carrier items received within 10 business days; review packets complete on time
• Applications paperwork done right the first time — no mistakes, no re-signs
• Compliance items move quickly; approvals archived
• Visible follow-through—when you commit, you close the loop and confirm completion
• Clean analysis - ability to process large amounts of data and create clear outputs

How to apply

• Email Inquiries@confidentfinancialsolutionsllc.com with:
• Subject: Office Admin— Your Name
• Resume (PDF) 3–5 sentences on a process you improved and the result (Optional) A quick example of carrier outreach or e-signature you’ve handled Equal Opportunity:

We’re an equal-opportunity employer. We celebrate diversity and are committed to an inclusive environment for all employees. Employment is at-will. Offers may be contingent on reference checks