Job Title

One of our clients is seeking a highly organized, detail-oriented, and customer-focused Administrative Assistant to join their team. This individual will play a critical role in managing the coordination and processing of insurance cases, supporting our advisors, and delivering exceptional service to their high-net-worth clients. The ideal candidate is proactive, resourceful, and capable of managing multiple priorities in a fast-paced environment. This role ensures an outstanding client experience through accurate recordkeeping, efficient use of their CRM system, and high-quality administrative and operational support across all aspects of the business. Key Accountabilities (including but not limited to): Customer Relationship Management (CRM): Take ownership of the CRM system to ensure accurate and up-to-date client information. Manage automated processes within CRM. Identify new opportunities in the CRM. Insurance Operations: Document comprehensive meeting notes, perform accurate data entry, and provide necessary documentation for clients. Prepare in-force illustrations, update client information and process policy changes (e.g. beneficiary designations, change of ownership, etc.). Lead new business processing, handling underwriting and correspondence. Prepare investment summaries, proposals, and performance updates for clients. Administrative Support Update compliance documents and maintain proper documentation for all transactions. Assist advisors in preparing for client meetings by compiling relevant reports, financial summaries, and other materials. Maintain detailed logs of all client interactions and case progress. Qualifications: 3+ years of experience in the insurance and financial services industry Strong knowledge of insurance products, processes, and compliance standards Proficient in Microsoft Office (Excel, Outlook, Word, Teams) Excellent written and verbal communication skills High attention to detail and strong organizational skills Ability to handle sensitive client information with discretion Preferred Qualifications: LLQP-licensed in good standing Experience using CRM systems Experience with client onboarding Personal Attributes Professional and polished demeanor Proactive, adaptable, and solution-oriented Discreet and trustworthy, with high integrity Client-first mindset and passion for delivering excellent service Self-starter who can manage multiple tasks independently Benefits: Competitive salary Performance based bonuses Health spending account Paid vacation Tuition and continuing education reimbursement