Administrative Assistant

Job Description

Company Description Fortis Lux Financial is a collaborative, client-focused financial services firm that blends creative thinking with disciplined strategy to help clients pursue their financial goals. Operating with a family-office atmosphere, the firm emphasizes a personalized experience, aiming to solve problems, uncover opportunities, and guide clients in using their resources effectively.

We are seeking a highly motivated administrative professional to support a team of financial advisors. The ideal candidate is organized, proactive, client-focused, and eager to grow through mentorship. This is a hybrid position.

Responsibilities

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• Provide administrative and operational support to the financial advisor team
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• Manage calendars, schedule client appointments, and coordinate follow-ups
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• Communicate professionally with clients in person, over the phone, and through email
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• Prepare and review new account paperwork, insurance applications, policy documents, and other financial forms
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• Process and follow up on insurance- and investment-related paperwork
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• Track applications, underwriting requirements, pending business, policy status, and outstanding documentation
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• Coordinate with clients, insurance carriers, and internal teams to keep cases moving
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• Facilitate and resolve client service requests in a timely manner
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• Prepare and organize client meeting materials and financial documents
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• Maintain accurate and confidential client records and databases
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• Enter and update client information within CRM and digital document-management systems
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• Support marketing initiatives, client events, seminars, and other business-development activities
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• Handle confidential and sensitive information responsibly
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Required Qualifications

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• At least two years of administrative or client-service experience within insurance, financial services, wealth management, or financial planning
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• Excellent written and verbal communication skills
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• Strong organizational and time-management skills with exceptional attention to detail
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• Ability to actively listen and communicate clearly and directly
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• Proficiency in Microsoft Office, CRM systems, and digital document platforms
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• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
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• Professional, polished, proactive, and client-focused approach
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• Strong follow-through and problem-solving skills
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Preferred Qualifications

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• Experience working with insurance applications, policies, underwriting requirements, or carrier service teams
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• Insurance industry experience
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• Active insurance license
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