New Business & Administrative Assistant

Posted 3 days ago

fortis lux financialBrooklyn (NY)

Secretaries and Administrative Assistants, Except Legal, Medical, and Executive Insurance Agencies and Brokerages

SENIORITY

Mid

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About the role

We’re looking for an organized, detail-oriented professional to join our team in Brooklyn, NY (Ocean Parkway area). This is a hybrid/in-office role requiring 3–4 days per week in the office. The ideal candidate has experience in the financial services and/or insurance industry and is comfortable managing new business processing, client service, administrative responsibilities, and compliance-related documentation.

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 PowerPoint
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 PowerPoint
Experience with Adobe Acrobat and internet research
Familiarity with QuickBooks/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

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