Administrative Assistant

FinSec Life; Orlando (FL); On-site; USD 35,000 - 50,000; Full time

Job summary

FinSec Life is seeking an Administrative Assistant to support insurance producers and clients with bookkeeping, data management, and service tasks. The role emphasizes organization, accuracy, and proactive communication across internal teams and external clients.

The ideal candidate has 3+ years in account management or advisory roles, familiarity with QuickBooks, and a life/health license preference. Bachelor’s degree preferred; opportunity to expand licenses and industry knowledge.

Qualifications

• 3+ years’ experience in account management or a consultative role.

Responsibilities

• Bookkeeping using QuickBooks and Excel for multiple small businesses
• Process life insurance applications and payroll tasks
• Maintain client data and invoicing for fees
• Provide back-office support to insurance producers/business owners
• Assist with scheduling, event planning, and client communications
• Support IT-related tasks as needed

Skills

Organizational skills

Written & verbal communication

Detail-oriented

Self-motivated

Client interaction

Adaptable to a fast-paced environment

Microsoft Office

DocuSign

Education

Bachelor’s Degree

Life and Health license

Tools

QuickBooks

Excel

Word

PowerPoint

DocuSign

Job description

Are you analytical and technical in nature? Are you reserved and reflective with a direct and factual form of communication? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! FinSec is looking for someone who possesses these traits to join their team as an Administrative Assistant.

This position is responsible for day-to-day activities as required by insurance producers/business owners. You will work closely and collaboratively with the producers, insurers, and other team members to ensure compliance, organization, business processing and various bookkeeping responsibilities are fulfilled. The Administrative Assistant serves as our clients’ point of contact for any insurance-related service needs.

Essential Duties and Responsibilities:

• Bookkeeping utilizing QuickBooks and Excel for several small businesses
• QuickBooks Payroll
• Make bank deposits
• Communicate with policyowners and customers
• Life insurance application processing
• Life insurance securities compliance
• Life insurance client service, including invoicing for fees & scheduling periodic reviews
• Prepare consolidated policy summary statements
• Commission income tracking
• Establish and maintain client data
• Minor IT assistance
• Occasional event planning/coordination
• Desire to obtain industry license and further education
• Orchestrate city-reaching events, such as prayer, worship and evangelism in the downtown corridor
• Serve as a 'back office' support to public (political) office campaigns

Core Competencies:

• Possess strong organizational skills
• Possess excellent written (Letter & Memo writing) and verbal communication skills
• Must be very detail-oriented
• Must be self-motivated and disciplined
• Ability to work with clients
• Ability to thrive in fast-paced changing environment
• Experience with all Microsoft Office products (Excel, Word, PowerPoint, etc.)
• Familiarity with DocuSign and other secure transmission products Experience and

Education Requirements:

• 3+ years’ experience in account management or in a consultative role
• Prior experience in broker agency or benefit administration firm
• 1+ years' experience with Quickbooks
• Current Life and Health license, preferred
• Bachelor’s Degree, preferred
• Experience with database applications, preferred