Administrative Assistant

Midtown Manhattan (Hybrid – 2 days remote after training)

50-75k

Are you a proactive, detail-oriented, and professional individual looking for a dynamic role in a wealth advisory and insurance setting? We are seeking an Administrative Assistant to support our business operations, client engagement, and scheduling while ensuring smooth back-office management. This role offers a growth opportunity in a professional setting with potential for increased responsibility. If you thrive in client-focused, fast-moving environments, we want to hear from you!

Key Responsibilities:

• Oversee daily operations, including client scheduling, policy reviews, and follow-ups
• Serve as the main point of contact for clients via phone and email
• Manage life insurance applications and back-office processes (licensing preferred)
• Assist in business development initiatives and seminar coordination
• Handle LinkedIn and Instagram for professional outreach (a plus)
• Enable the advisor to focus on meetings by managing administrative tasks

Qualifications:

• Highly organized, proactive, and excellent attention to detail
• Strong written and verbal communication skills
• Professional demeanor and ability to handle client interactions with confidence
• Experience in insurance, financial services, or real estate is a plus
• Ability to multitask and take initiative in a fast-paced environment
• Licensed in life insurance preferred, or willing to obtain licensing

Email resume to: nechi@maiplacement.com