Administrative Assistant

WestPoint Financial Group; Evansville (IL); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Hybrid/remote flexibility

Professional development

Licensing opportunities

Job summary

SC Financial Partners is seeking an Administrative Assistant to assist with business submissions, client services requests, advisor calendar management, and coordination of team marketing initiatives.

The ideal candidate is highly organized and dependable, thriving in a fast-paced environment and able to support both clients and advisors with strong attention to detail and clear communication. Onsite in Evansville, IN, with potential hybrid after training.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• 1+ years’ experience in an Administrative Assistant role.
• Proficiency with Microsoft Office and CRM systems; strong written and verbal communication.

Responsibilities

• Submit client applications and monitor progress for timely processing.
• Coordinate advisor calendars and meetings; respond to inquiries professionally.
• Document client activities in the CRM with accuracy.
• Prepare client meeting materials and supporting documents.
• Support special projects and overall office operations.

Skills

Strong communication

Organizational skills

Multitasking

Attention to detail

Professionalism

Confidentiality

Education

High school diploma or equivalent

Associate or bachelor’s degree, preferred

Tools

Microsoft Office Suite

CRM systems

Job description

About SC Financial Partners

SC Financial Partners, LLC is a firm focused on growth and client service. With over 40 years in the individual life, disability, and investment business, our main goal is to focus on the needs of our prospects and clients, providing them with creative ideas that will help them not only now, but out into the future! I am looking for someone to help me service and grow our business.

Please note: WestPoint Financial Group is assisting with the sourcing process on behalf of SC Financial Partners. SC Financial Partners will be the direct employer for this position.

Position: Administrative Assistant

SC Financial Partners is seeking an Administrative Assistant to assist with business submissions, client services requests, advisor calendar management, and coordination of team marketing initiatives.

The ideal candidate is a highly organized and dependable professional who thrives in a fast-paced environment and enjoys supporting both clients and advisors. You are an ethical and resourceful problem solver with strong attention to detail, the ability to manage multiple priorities simultaneously, and a willingness to learn new systems and processes. You take ownership of your responsibilities, follow through on commitments, and communicate clearly and professionally with both clients and the advisor.

This is a Full-Time position (40 hours per week), Monday through Friday, 8:00 AM - 4:00 PM.

Location

This position is onsite in Evansville, IN. Following successful training and demonstrated performance, there may be opportunities for a hybrid work arrangement.

Responsibilities

• Submit client applications and proactively monitor business in progress to ensure timely processing and follow-through
• Communicate effectively with underwriting and review teams, and advisors to support seamless case progression
• Document all client activities, communications, and updates accurately within the CRM system
• Anticipate advisor needs by creating and managing workflows that support practice efficiency and growth
• Prepare client meeting materials, including proposals, illustrations, and supporting documentation
• Respond to client inquiries and service requests with professionalism, accuracy, and care
• Manage advisor calendars, including scheduling client appointments, coordinating meetings, and sending reminders
• Provide administrative support for special projects and other duties as assigned

What You Bring

• Demonstrate a strong work ethic and consistently deliver high-quality results
• Proactively see projects through to completion, using sound judgment, attention to detail, and analytical thinking
• Maintain well-structured processes and priorities, remaining open to feedback and professional growth
• Take responsibility for outcomes and adjust quickly to evolving business needs and priorities
• Communicate clearly and professionally with clients, advisors, and business partners, both verbally and in writing
• Uphold the highest standards of integrity, professionalism and confidentiality

Skills & Qualifications

• High school diploma or equivalent, required
• Associate or bachelor’s degree, preferred
• 1+ years’ experience in an Administrative Assistant role
• Life & Health Insurance License preferred; candidates who are not currently licensed must be willing and able to obtain licensure within a mutually agreed-upon timeframe after hire
• Exceptional communication skills – written, verbal, and interpersonal
• Strong organizational skills with demonstrated ability to manage multiple priorities and deadlines
• Proven follow-through and attention to detail
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, etc.)
• Experience using CRM systems required
• Technologically adept with a solid understanding of digital workflows
• Prior experience in insurance, investments, banking or financial services, preferred
• Must be authorized to work in the United States without sponsorship

What SC Financial Partners Offers

• Compensation: $25-$30/hour, commensurate with experience and qualifications
• Full-time schedule, Monday through Friday, 8:00 AM - 4:00 PM
• Opportunity for hybrid/remote flexibility following successful training and demonstrated performance
• Collaborative and supportive team environment
• Opportunity to work closely with advisor and contribute to the growth of the practice
• Professional development and hands-on experience within the financial services industry
• Support for ongoing learning and industry licensing opportunities

SC Financial Partners is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.