Administrative Assistant - (Hybrid) - Remote | WFH

Get It - Executive
New York, NY
Are you a proactive, detail-oriented professional who enjoys keeping things organized and running smoothly? We're looking for an Administrative Assistant to support daily operations, client engagement, and scheduling in a fast-paced wealth advisory and insurance environment. This role offers excellent growth potential, with opportunities to take on more responsibilities over time. If you thrive in client-focused settings and enjoy being a key part of a dynamic team, we'd love to hear from you!

What You'll Do:
Manage daily operations, including client scheduling, policy reviews, and follow-ups
Be the primary point of contact for clients via phone and email
Oversee life insurance applications and back-office processes (licensing preferred)
Support business development initiatives and help coordinate seminars
Assist with LinkedIn and Instagram for professional outreach (a plus)
Handle administrative tasks to ensure the advisor can focus on client meetings

What We're Looking For:
Highly organized and proactive with great attention to detail
Strong written and verbal communication skills
Professional, confident, and comfortable interacting with clients
Experience in insurance, financial services, or real estate (a plus)
Ability to multitask and work efficiently in a fast-paced environment
Life insurance license preferred (or willingness to obtain)

If you're ready to take the next step in your career, apply today!
Employment Type: Full-Time
Salary: $ 19.00 26.00 Per Hour
Posted 2025-08-07

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