New Business & Administrative Assistant

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