Administrative Executive

Administrative Executive

The Administrative Executive serves as a trusted gatekeeper, ensuring that documentation, communication, and follow-ups are managed with exceptional accuracy and timeliness.

• 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.
• Review team documentation prior to submission to New Business.
• Assist in preparing for Advisory Group Meetings and drafting meeting minutes.
• Support recruitment-related documentation and administrative processes.

• Excellent organizational and prioritization abilities.
• Strong written and verbal communication skills.
• High level of discretion, professionalism, and emotional maturity.
• Ability to work independently with minimal supervision.
• Strong problem-solving skills and consistent follow-through.
• Proficiency in Microsoft Office, Google Workspace, and digital task‑management tools.

• At least 2 years of experience as a Personal Assistant or Executive Assistant, preferably within financial services, insurance, or a regulated environment.
• Familiarity with financial advisory operations and compliance requirements is an advantage.