We’re partnering with a fast-growing financial services firm in the Kansas City area to find a proactive and detail-oriented Administrative Associate. This is a full-time, in-office role supporting back-office insurance operations and helping to keep client service running smoothly. The ideal candidate is professional, polished, and organized—someone who thrives in a fast-paced environment and is eager to take ownership of ongoing administrative workflows. If you enjoy being the go-to person who keeps things on track behind the scenes, this could be a great fit.

Responsibilities:

• Manage and maintain client records across multiple systems
• Process new insurance policy applications and verify documentation
• Coordinate with advisors to confirm illustration and application details
• Prepare and review policy change forms for completeness and accuracy
• Track and follow up on paperwork with internal teams, home offices, and banks
• Assist in preparing client meeting materials and ensuring advisors are fully prepped
• Pull and compile reports as requested by the team
• Create and update standard operating procedures as workflows evolve
• Support overall office operations and take initiative to streamline processes

Requirements:

• 2+ years of professional administrative experience required
• Exceptional attention to detail and ability to manage multiple moving parts
• Strong organizational and communication skills
• Proactive mindset with the ability to anticipate needs and act independently
• Comfort working in a confidential, client-focused environment
• Prior experience in legal, financial, or professional services a plus
• Tech-savvy and adaptable to new systemsMH123

• Manage and maintain client records across multiple systems
• Process new insurance policy applications and verify documentation
• Coordinate with advisors to confirm illustration and application details
• Prepare and review policy change forms for completeness and accuracy
• Track and follow up on paperwork with internal teams, home offices, and banks
• Assist in preparing client meeting materials and ensuring advisors are fully prepped
• Pull and compile reports as requested by the team
• Create and update standard operating procedures as workflows evolve
• Support overall office operations and take initiative to streamline processe