New Business Administrator & Executive Assistant

Company Description

Wealth Strategies is dedicated to helping individuals, families, and business owners achieve financial success through personalized wealth building and protection strategies. Guided by the principle of "Wealth Beyond Money," we aim to support what matters most in life. Through our partnerships, we offer securities products and advisory services via Park Avenue Securities LLC (PAS), a wholly-owned subsidiary of The Guardian Life Insurance Company of America®. Based in Colorado, we adhere to a rigorous standard of professionalism and client-focused service, delivering financial strategies that prioritize long-term success.

We are looking for a motivated, detail-oriented  New Business Administrator & Executive Assistant  to join our growing agency. This is an excellent entry-level opportunity for someone looking to build a career in financial services, operations, or administration.

In this role, you’ll support both our new business operations and executive leadership team. You’ll play a key part in ensuring applications and requests are processed efficiently while also helping leadership stay organized and focused on high-impact work.

New Business Operations

• Review and process incoming insurance applications from sales associates
• Ensure applications are complete and follow up on missing information
• Enter data into company systems and assist with underwriting processes
• Communicate with sales associates and home office partners to resolve issues
• Order and manage underwriting requirements
• Prepare issued policies for delivery and track completion
• Maintain accurate records and reporting on all business in progress

Executive Assistant Support

• Provide administrative support to agency leadership
• Assist with internal communications and follow-ups
• Prepare reports, documents, and presentations as needed
• Help prioritize tasks and keep leadership organized
• Support special projects and agency initiatives

Qualifications

• High school diploma required; some college preferred
• Previous administrative or office experience is a plus (not required)
• Interest in financial services or insurance is helpful
• Life & Health license or underwriting experience is a bonus (but not required)

Skills & Attributes

• Strong attention to detail and organizational skills
• Ability to multitask in a fast-paced environment
• Excellent written and verbal communication
• Proactive, self-starter mindset
• Comfortable handling confidential information
• Proficiency in Microsoft Office (Word, Excel, Outlook)

Salary Range: $50,000 – $55,000 annually