Administrative Assistant

Administrative Assistant - Insurance Team

West of the Fifth Financial

Are you highly organized, detail-oriented, and passionate about providing exceptional client service? We are looking for an Administrative Assistant to support our growing Insurance Team. This role is ideal for someone who thrives in a fast-paced environment, enjoys working behind the scenes to keep operations running smoothly, and takes pride in delivering a professional client experience.

About Us

West of the Fifth Financial is a successful and growing financial planning practice dedicated to helping clients protect what matters most and achieve their financial goals. We value teamwork, professionalism, integrity, and exceptional client care.

Key Responsibilities

• Prepare and process insurance applications and supporting documentation
• Follow up with insurance carriers, underwriters, and clients throughout the application process
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