Administrative Assistant

About SC Financial Partners

SC Financial Partners, LLC is a firm focused on growth and client service. With over 40 years in the individual life, disability, and investment business, our main goal is to focus on the needs of our prospects and clients, providing them with creative ideas that will help them not only now, but out into the future! I am looking for someone to help me service and grow our business.

Please note: WestPoint Financial Group is assisting with the sourcing process on behalf of SC Financial Partners. SC Financial Partners will be the direct employer for this position.

Position: Administrative Assistant

SC Financial Partners is seeking an

Administrative Assistant

to assist with business submissions, client services requests, advisor calendar management, and coordination of team marketing initiatives.

The ideal candidate is a highly organized and dependable professional who thrives in a fast-paced environment and enjoys supporting both clients and advisors. You are an ethical and resourceful problem solver with strong attention to detail, the ability to manage multiple priorities simultaneously, and a willingness to learn new systems and processes. You take ownership of your responsibilities, follow through on commitments, and communicate clearly and professionally with both clients and the advisor.

This is a

Full-Time position (40 hours per week), Monday through Friday, 8:00 AM - 4:00 PM.

Location

This position is onsite in Evansville, IN. Following successful training and demonstrated performance, there may be opportunities for a hybrid work arrangement

.

Responsibilities:

Submit client applications and proactively monitor business in progress to ensure timely processing and follow-through

Communicate effectively with underwriting and review teams, and advisors to support seamless case progression

Document all client activities, communications, and updates accurately within the CRM system

Anticipate advisor needs by creating and managing workflows that support practice efficiency and growth

Prepare client meeting materials, including proposals, illustrations, and supporting documentation

Respond to client inquiries and service requests with professionalism, accuracy, and care

Manage advisor calendars, including scheduling client appointments, coordinating meetings, and sending reminders

Provide administrative support for special projects and other duties as assigned

What You Bring

Demonstrate a strong work ethic and consistently deliver high-quality results

Proactively see projects through to completion, using sound judgment, attention to detail, and analytical thinking

Maintain well-structured processes and priorities, remaining open to feedback and professional growth

Take responsibility for outcomes and adjust quickly to evolving business needs and priorities

Communicate clearly and professionally with clients, advisors, and business partners, both verbally and in writing

Uphold the highest standards of integrity, professionalism and confidentiality

Skills & Qualifications:

High school diploma or equivalent, required

Associate or bachelor’s degree, preferred

1+ years’ experience in an Administrative Assistant role

Life & Health Insurance License preferred; candidates who are not currently licensed must be willing and able to obtain licensure within a mutually agreed-upon timeframe after hire

Exceptional communication skills – written, verbal, and interpersonal

Strong organizational skills with demonstrated ability to manage multiple priorities and deadlines

Proven follow-through and attention to detail

Proficient in Microsoft Office Suite (Word, Excel, Outlook, etc.)

Experience using CRM systems required

Technologically adept with a solid understanding of digital workflows

Prior experience in insurance, investments, banking or financial services, preferred

Must be authorized to work in the United States without sponsorship

What SC Financial Partners Offers

Compensation: $25-$30/hour, commensurate with experience and qualifications

Full-time schedule, Monday through Friday, 8:00 AM - 4:00 PM

Opportunity for hybrid/remote flexibility following successful training and demonstrated performance

Collaborative and supportive team environment

Opportunity to work closely with advisor and contribute to the growth of the practice

Professional development and hands-on experience within the financial services industry

Support for ongoing learning and industry licensing opportunities

SC Financial Partners is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.