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Administrative Assistant

$40k - $55k

One Wealth Partners Financial & Insurance Solutions

Operations Administrative Assistant

Employment Type: Full-Time | Hybrid

We are a growing life insurance brokerage serving high-net-worth individuals, business owners, executives, and families nationwide. We are seeking a reliable, organized, and professional Operations Administrative Assistant to support our operations team and help deliver an exceptional client experience.

This role is ideal for someone who enjoys administrative work, thrives in a fast-paced environment, and is comfortable communicating with clients and carriers throughout the day. Strong customer service skills, attention to detail, and consistent follow-through are essential for success in this position.

Key Responsibilities

  • Provide administrative support to the operations team
  • Handle inbound and outbound customer service calls with professionalism and care
  • Communicate with clients, carriers, and vendors regarding case updates and outstanding requirements
  • Follow up consistently on pending items and client requests
  • Assist with scheduling, document management, and case tracking
  • Maintain accurate records and organized digital files
  • Support underwriting and operations processes as needed
  • Help ensure deadlines and team goals are met efficiently
  • Deliver a high level of professionalism and customer service in all interactions

Qualifications

  • Previous administrative assistant or office support experience preferred
  • No prior life insurance industry experience required training will be provided
  • Strong customer service and communication skills
  • Comfortable spending a significant portion of the day on the phone
  • Ability to follow up consistently and professionally
  • Highly organized with strong attention to detail
  • Tech-savvy and comfortable learning new systems and platforms
  • Ability to multitask and manage priorities in a fast-paced environment
  • Positive attitude, dependable work ethic, and team-oriented mindset

What Were Looking For

Were looking for someone who is professional, proactive, and dependable someone who enjoys helping people, communicates confidently on the phone, and takes pride in staying organized and following through on tasks. The ideal candidate is comfortable working in a collaborative, high-performance environment and values consistency, accountability, and excellent service.

Work Environment

This is a full-time hybrid position. Candidates must be able to work from one of the following office locations:

  • Playa Vista, California
  • Addison, Texas

Compensation

Salary range: $40,000$55,000 annually, depending on experience and qualifications. This position offers long-term growth opportunities within the company, including career advancement, performance-based bonuses, and increased compensation as responsibilities and experience grow.

To Apply

Please submit your resume along with a brief summary about your background and interest in the position.

Vacancy posted 4 days ago
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