New Business & Administrative Assistant

Key Responsibilities: • Review and process new business applications and supporting documentation, ensuring submissions are complete and in good order• Track new business cases from submission through completion and proactively resolve outstanding requirements• Work directly with advisors and internal departments to address pending cases and application issues• Ensure new business documentation and correspondence adhere to applicable regulatory and internal compliance requirements• Prepare and analyze insurance needs and solutions for high-net-worth clients• Prepare sales illustrations and assist with the ongoing servicing of existing client accounts• Provide responsive client service and identify potential opportunities for additional support• Manage presales materials and documentation in accordance with compliance requirements• Prepare new business management reports and identify trends, outstanding items, and potential issues• Draft correspondence, presentations, reports, and internal communications• Provide general administrative support, including calendar management, phones, mail, filing, expense reports, and office supplies• Coordinate projects and materials using Microsoft Word, Excel, Outlook, and Power Point• Assist with basic hardware and software troubleshooting as needed

Qualifications & Skills: • Prior experience in financial services, life insurance, or a related industry preferred• Strong organizational, multitasking, and time-management skills• Excellent attention to detail and ability to manage multiple priorities• Strong written and verbal communication skills• Proficiency in Microsoft Office, including Word, Excel, Outlook, and Power Point• Experience with Adobe Acrobat and internet research• Familiarity with Quick Books/Quicken and Adobe Photoshop is a plus• Ability to work collaboratively with advisors, clients, and internal teams

Location: Brooklyn, NY – Ocean Parkway area

Schedule: In office 3–4 days per week