Administrative Assistant

Insight Global; Mooresville (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services consulting firm seeks a Financial Services Support Associate to provide administrative and client service support in a fast-paced environment. Responsibilities include managing client data, processing service requests, and ensuring compliance with application requirements. Ideal candidates should possess strong communication skills, detail orientation, and proficiency in Microsoft Office and CRM systems. This role offers potential for growth in the financial advisory sector.

Qualifications

• Experience working within CRMs and online forms.
• Strong computer skills and digital file management experience.
• Customer service experience, particularly in financial services.

Responsibilities

• Serve as primary contact for clients and support communication.
• Manage client data and schedule review meetings.
• Maintain accurate records in CRM and client management systems.
• Process service requests and assist with new business applications.

Skills

Strong customer service skills

Attention to detail

Proficiency in Microsoft Office

Strong organizational abilities

Education

College degree or equivalent experience

Tools

CRM systems

Cloud-based applications

E-signature tools

Reporting platforms

Job description

Job Type: Direct Hire / Contract-to-Hire

Job Summary

The Financial Services Support Associate provides administrative, operational, and client service support to financial professionals in a fast-paced advisory environment. This role supports business development activities, new and existing business processing, group benefits enrollment, and ongoing office operations. The ideal candidate is detail-oriented, proactive, and comfortable handling confidential client information while working across multiple digital systems.

Key Responsibilities

Client Service & Administrative Support

• Serve as a primary point of contact for clients, responding to inquiries and supporting advisor-client communication
• Manage client data, schedule review meetings, and prepare documentation for appointments
• Maintain accurate records of client interactions in CRM and client management systems
• Process service requests and follow up with clients as needed

New & Existing Business Processing

• Prepare and submit applications for new business, ensuring accuracy and completeness
• Track submitted business and follow up to support timely processing
• Assist with data entry, underwriting coordination, and documentation preparation
• Ensure compliance requirements are met for product-specific applications
• Support group benefits enrollment and renewal periods
• Manage inventory of forms, digital onboarding materials, and marketing assets

Required Qualifications

• College degree or equivalent relevant work experience
• Strong computer skills, including cloud-based applications and digital file management
• Experience working within CRMs, online forms, e-signature tools, and reporting platforms
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Strong customer service and professional communication skills
• High attention to detail when handling client documents and sensitive information
• Strong organizational and multitasking abilities

Preferred Qualifications

• Prior experience in financial services or insurance support roles
• Experience improving workflows through automation, templates, or system enhancements
• Familiarity with platforms such as:
  • Envestnet
  • Wealthscape
  • MoneyGuidePro
  • Box
  • Securities Industry Essentials (SIE) certification