Administrative Executive

Administrative Executive

We are seeking a conscientious, reliable, and highly organized Administrative Executive who is proactive, detail-oriented, and skilled in building positive working relationships. This role provides essential administrative and operational support to the Financial Advisory Manager. The Administrative Executive serves as a trusted gatekeeper, ensuring that documentation, communication, and follow-ups are managed with exceptional accuracy and timeliness.

Responsibilities

• Support the Manager/Adviser with assigned administrative and operational tasks, including:
• Processing clients’ insurance and investment applications (both hardcopy and digital).
• Following up with clients and insurers on underwriting memos, payments, and required documentation.
• Consolidating clients’ insurance information and preparing insurance summaries.
• Managing general customer service and administrative matters.