New Business & Administrative Assistant

Fortis Lux Financial; New York (NY); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Fortis Lux Financial in Brooklyn, NY is seeking an organized, detail-oriented professional for a hybrid/in-office role with 3–4 days in the office each week.

You will manage new business processing, client service, and compliance-related documentation while supporting advisors and internal teams in a fast-paced financial services environment.

Qualifications

• Prior experience in financial services, life insurance, or a related industry preferred.
• Strong organizational, multitasking, and time-management skills.
• Excellent attention to detail and ability to manage multiple priorities.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Experience with Adobe Acrobat and internet research.
• Familiarity with QuickBooks/Quicken and Adobe Photoshop is a plus.
• Ability to work collaboratively with advisors, clients, and internal teams.

Responsibilities

• Review and process new business applications and supporting documentation, ensuring submissions are complete and in good order.
• Track new business cases from submission through completion and proactively resolve outstanding requirements.
• Work directly with advisors and internal departments to address pending cases and application issues.
• Ensure new business documentation and correspondence adhere to applicable regulatory and internal compliance requirements.
• Prepare and analyze insurance needs and solutions for high-net-worth clients.
• Prepare sales illustrations and assist with the ongoing servicing of existing client accounts.
• Provide responsive client service and identify potential opportunities for additional support.
• Manage presales materials and documentation in accordance with compliance requirements.
• Prepare new business management reports and identify trends, outstanding items, and potential issues.
• Draft correspondence, presentations, reports, and internal communications.
• Provide general administrative support, including calendar management, phones, mail, filing, expense reports, and office supplies.
• Coordinate projects and materials using Microsoft Word, Excel, Outlook, and PowerPoint.
• Assist with basic hardware and software troubleshooting as needed.

Skills

Organizational skills

Multitasking

Attention to detail

Written & verbal communication

Microsoft Office

Adobe Acrobat

Quicken/QuickBooks

Adobe Photoshop

Collaborative work

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Adobe Acrobat

QuickBooks/Quicken

Job description

We’re looking for an organized, detail-oriented professional to join our team in Brooklyn, NY (Ocean Parkway area). This is a hybrid/in-office role requiring 3–4 days per week in the office.

The ideal candidate has experience in the financial services and/or insurance industry and is comfortable managing new business processing, client service, administrative responsibilities, and compliance-related documentation.

Key Responsibilities:

• Review and process new business applications and supporting documentation, ensuring submissions are complete and in good order
• Track new business cases from submission through completion and proactively resolve outstanding requirements
• Work directly with advisors and internal departments to address pending cases and application issues
• Ensure new business documentation and correspondence adhere to applicable regulatory and internal compliance requirements
• Prepare and analyze insurance needs and solutions for high-net-worth clients
• Prepare sales illustrations and assist with the ongoing servicing of existing client accounts
• Provide responsive client service and identify potential opportunities for additional support
• Manage presales materials and documentation in accordance with compliance requirements
• Prepare new business management reports and identify trends, outstanding items, and potential issues
• Draft correspondence, presentations, reports, and internal communications
• Provide general administrative support, including calendar management, phones, mail, filing, expense reports, and office supplies
• Coordinate projects and materials using Microsoft Word, Excel, Outlook, and PowerPoint
• Assist with basic hardware and software troubleshooting as needed

Qualifications & Skills:

• Prior experience in financial services, life insurance, or a related industry preferred
• Strong organizational, multitasking, and time-management skills
• Excellent attention to detail and ability to manage multiple priorities
• Strong written and verbal communication skills
• Proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint
• Experience with Adobe Acrobat and internet research
• Familiarity with QuickBooks/Quicken and Adobe Photoshop is a plus
• Ability to work collaboratively with advisors, clients, and internal teams

Location:

Brooklyn, NY – Ocean Parkway area