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 SupportUpdate 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 industryStrong knowledge of insurance products, processes, and compliance standardsProficient in Microsoft Office (Excel, Outlook, Word, Teams)Excellent written and verbal communication skillsHigh attention to detail and strong organizational skillsAbility to handle sensitive client information with discretionPreferred Qualifications:LLQP-licensed in good standingExperience using CRM systemsExperience with client onboardingPersonal AttributesProfessional and polished demeanorProactive, adaptable, and solution-orientedDiscreet and trustworthy, with high integrityClient-first mindset and passion for delivering excellent serviceSelf-starter who can manage multiple tasks independentlyBenefits:Competitive salaryPerformance based bonusesHealth spending accountPaid vacationTuition and continuing education reimbursement