What are the responsibilities and job description for the Administrative Assistant position at Mai Placement?
Administrative Assistant
Midtown Manhattan (Hybrid – 2 days remote after training)
50-75k
Are you a proactiv e, detail-oriented, and professional individual looking for a dynamic role in a wealth advisory and insurance setting? We are seeking an Administrative Assistant to support our business operations, client engagement, and scheduling while ensuring smooth back-office management. This role offers a growth opportunity in a professional setting with potential for increased responsibility. If you thrive in client-focused, fast-moving environments , we want to hear from you!
Key Responsibilities :
- Oversee daily operations, including client scheduling, policy reviews, and follow-ups
- Serve as the main point of contact for clients via phone and email
- Manage life insurance applications and back-office processes (licensing preferred)
- Assist in business development initiatives and seminar coordination
- Handle LinkedIn and Instagram for professional outreach (a plus)
- Enable the advisor to focus on meetings by managing administrative tasks
Qualifications :
Email resume to : nechi@maiplacement.com
