COMPENSATION: $60,000 – $80,000 base salary + benefits

Overview:

Join a highly respected, boutique firm known for delivering sophisticated financial planning and investment solutions to a loyal and high-caliber client base.

This is a unique opportunity to step into a central, high-impact role where you will partner closely with advisors and play a key part in delivering a seamless client experience. The team values precision, collaboration, and a strong service mindset, offering the chance to deepen your expertise across both investment and insurance operations in a supportive, growth-oriented environment.

Key Responsibilities:

• Prepare and process investment and insurance paperwork with a high degree of accuracy and efficiency
• Maintain and update client data across systems to ensure successful account setup and application submission
• Review and manage insurance applications, including conversions, policy changes, and ongoing service requests
• Coordinate and oversee the underwriting process, including scheduling medical exams and monitoring status updates
• Support new account onboarding by collecting and verifying required documentation
• Serve as a primary point of contact for client inquiries, resolving service requests related to investment and insurance products
• Own workflows from initial information gathering through completion, ensuring timely follow-up and execution
• Proactively communicate with clients and internal team members regarding outstanding items and next steps
• Assist in the retention and servicing of existing client relationships, including conservation efforts
• Contribute to additional operational projects and administrative initiatives as needed

Qualifications:

• Prior experience in financial services operations, ideally within wealth management or insurance
• Strong written and verbal communication skills with a client-first mindset
• Highly organized with exceptional attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Proactive, initiative-driven, and solutions-oriented
• Demonstrated ability to handle sensitive and confidential information with discretion
• Growth-oriented with a desire to learn and expand skillsets within wealth management
• Life & Health Insurance license preferred but not required