Administrative Assistant

Are you analytical and technical in nature? Are you reserved and reflective with a direct and factual form of communication? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! FinSec is looking for someone who possesses these traits to join their team as an Administrative Assistant.This position is responsible for day-to-day activities as required by insurance producers/business owners. You will work closely and collaboratively with the producers, insurers, and other team members to ensure compliance, organization, business processing and various bookkeeping responsibilities are fulfilled. The Administrative Assistant serves as our clients’ point of contact for any insurance-related service needs.Essential Duties and Responsibilities:Bookkeeping utilizing QuickBooks and Excel for several small businessesQuickBooks PayrollMake bank depositsCommunicate with policyowners and customersLife insurance application processingLife insurance securities complianceLife insurance client service, including invoicing for fees & scheduling periodic reviewsPrepare consolidated policy summary statementsCommission income trackingOrganize electronic filesEstablish and maintain client dataMinor IT assistanceOccasional event planning/coordinationDesire to obtain industry license and further educationOrchestrate city-reaching events, such as prayer, worship and evangelism in the downtown corridorServe as a 'back office' support to public (political) office campaignsCore Competencies:Possess strong organizational skillsPossess excellent written (Letter & Memo writing) and verbal communication skillsMust be very detail-orientedMust be self-motivated and disciplinedAbility to work with clientsAbility to thrive in fast-paced changing environmentExperience with all Microsoft Office products (Excel, Word, PowerPoint, etc.)Familiarity with DocuSign and other secure transmission products Experience and Education Requirements:3+ years’ experience in account management or in a consultative rolePrior experience in broker agency or benefit administration firm1+ years' experience with QuickbooksCurrent Life and Health license, preferredBachelor’s Degree, preferredExperience with database applications, preferredPosted: Wednesday, March 18, 2026Job # 261