Administrative Coordinator
PeopleSolutionsNOW
- New York, New York, United States
- New York, New York, United States
À propos
$25.00/hr - $29.00/hr Direct message the job poster from PeopleSolutionsNOW Chief People Officer | Organizational Development | Talent Acquisition l Leadership Development l Employee Relations | Leadership Coaching I…
PeopleSolutionsNOW is conducting a search on behalf of Five Star Financial Group. Administrative Assistant & Client Services Specialist | Flexible Location (Remote) | $25.00 - $29.00 per hour (20-hours per week /part time). Salary will be commensurate with experience as well as the geographic location of the hire. Are you a stay-at-home parent, career re-starter, or someone seeking to scale back to a part time, fully remote position with flexible hours? We’re looking for a motivated, organized, and personable team member to join
Five Star Financial Group , a multigenerational, women-owned financial planning practice. Founded by
Laurinda Ferreira
in 1983, Five Star Financial Group has grown into a family-led business now run alongside her two daughters,
Michell Mendez and Claudia Ferreira —both graduates of St. John's University. Together, they bring decades of experience, authenticity, and excellence to the financial services industry, including continuous qualification for the
Million Dollar Round Table (MDRT) an internationally recognized benchmark of success in life insurance and financial services. We pride ourselves on creating a welcoming, supportive work culture and believe our next great hire is someone who shares this belief:
that only by being genuine and always doing the right thing for people will ultimate success be possible . Whether you’re re-entering the workforce or balancing career and family, this part-time opportunity offers you the chance to contribute meaningfully while working with a firm that puts relationships and integrity first. Your Role: What You'll Be Doing Client Support & Communication: Provide prompt and professional updates to clients on business processing. Manage client correspondence, follow-ups, and service requests. Prepare new client onboarding paperwork, set up online access, and maintain/update client profiles. Administrative & Business Processing: Enter data for life insurance, annuities and investment applications, working with multiple carriers. Maintain CRM updates in real time to ensure accurate tracking of underwriting and business processing. Communicate with underwriters, case managers, and business processors for timely and accurate processing. Team Support & Case Preparation: Assist with internal case preparation meetings. Support advisors with case materials for client meetings. Perform special projects and other administrative duties as needed. What You Bring Prior industry experience with investments/ insurance is preferred. Strong written and verbal communication skills. Highly organized with excellent follow-through on time-sensitive matters. Client-focused with a professional, friendly demeanor. Tech-savvy and proficient in Microsoft Office Suite, with the ability to learn new tools quickly. Self-motivated and able to work independently while also collaborating as part of a team. Ability to solve problems and know when to take initiative versus when to ask for support. Self-directed professional who takes full ownership of responsibilities and outcomes. What We Offer You A supportive, close-knit team that values work-life balance. Fully remote w/flexible hours If you're ready to be part of something special—and help others on their journey to financial wellness—we’d love to meet you Seniority level
Seniority level Entry level Employment type
Employment type Part-time Job function
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Compétences linguistiques
- English
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