Part-Time Administrative & Social Media Automation Specialist (Financial Services
Only freelancers located in the U.S. may apply.U.S. located freelancers only
We are a growing financial services and risk management practice seeking a highly organized, tech-savvy Inside Operations Specialist for exactly 10 hours per week to start. This position does NOT involve traditional outbound cold calling. Instead, you will manage the digital backend of our practice by overseeing AI-driven social media outreach, maintaining client relationships, and keeping our secure corporate database perfectly updated. Key Responsibilities: • AI Social Media Management & Nurturing (LinkedIn, FB, IG): Monitor and manage our automated LinkedIn Sales Navigator/Expandi prospecting software. Review daily outbound automated messages to ensure perfect compliance. Proactively review target prospect profiles to leave thoughtful comments/likes to warm up leads. Engage manually with our Instagram channel (@jessicason_financial) to grow local community loops. Instantly reply to incoming inbox messages using pre-approved scripts to lock in 1-on-1 consultation dates on the Advisor’s calendar. • CRM Data Integrity: Use a dedicated staff login to input new digital leads cleanly into our secure corporate CRM. Ensure all client files are accurate, updated, and properly categorized by demographic niche. • Client Retention Marketing: Execute our weekly client care workflows, including sending out automated e-birthday cards and scheduling compliance-approved monthly email newsletters. Schedule Requirements: This is a strict 10-hour-per-week position to start. Hours have the potential to increase up to 20+ hours per week based on performance and lead volume as our automated systems scale. Hours must be split across the business week (approximately 2 hours per day, Monday through Friday) to ensure social media inbox replies and calendar requests are answered within 24 hours. Requirements: • Exceptional attention to detail and a love for data entry, CRM platforms, and spreadsheet management. • Tech-fluent: Highly comfortable working alongside AI automation tools and navigating LinkedIn Sales Navigator. • Strong written communication: Ability to drop professional, engaging comments on social media posts and type clear, warm messages to prospects. • High privacy standard: Absolute commitment to maintaining strict data privacy rules regarding client financial information. Compensation: • Base Pay: $18.00 – $22.00 / hour (Based on experience) • Performance Bonus: Extra +$25.00 flat bonus per successful 1-on-1 client meeting held resulting from your social media scheduling.
- More than 30 hrs/weekHourly
- 6+ monthsDuration
- IntermediateExperience Level
$18.00
-
$22.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:5 to 10
- Last viewed by client:3 days ago
- Interviewing:3
- Invites sent:0
- Unanswered invites:0
About the client
- United StatesFullerton10:07 AM
- $413 total spent3 hires, 2 active
- 45 hours
- Large company (100-1,000 people)
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