SET Assistant

Role Summary
The SET Assistant plays a crucial role in supporting the preparation and submission of new business within both the risk management and wealth management sectors. This position requires a high level of attention to detail, organizational skills, and proactive communication to ensure the smooth processing of applications from submission to completion.

This role offers an opportunity to contribute to a high-performing team, ensuring seamless business execution while supporting advisors and clients through the financial services process.

Role Responsibilities

• Create and maintain new client households in the CRM database.
• Submit applications for accounts and policies across multiple product lines.
• Track and follow through on underwriting requirements and case progression.
• Monitor and confirm asset transfers to ensure timely completion.
• Conduct daily reviews of cases, addressing NIGO (Not In Good Order) updates as needed.
• Proactively engage with producers to provide business tracking updates and resolve outstanding items.
• Collaborate with internal teams to streamline processes and enhance efficiency in case management.
• Maintain accurate records and documentation to support compliance and audit requirements.
• Maintains professional attitude
• Back up team members as needed, if applicable.
• Complete other duties as assigned by Producer/Supervisor.
• Proficiency in CRM systems and Microsoft Office Suite.
• Excellent communication skills, both written and verbal.

Required Qualifications

• High school diploma or equivalent required
• Associate or bachelor’s degree preferred
• Two (2) or more years of experience in an administrative, client service, operations, or
• office support role
• Strong proficiency with technology, including Microsoft Office Suite
• Demonstrated ability to adapt to new technology, system updates, and process
• changes with a positive, solution-oriented mindset
• Ability to handle sensitive and confidential information with discretion and
• professionalism

Preferred Qualifications

• Experience working in a professional services environment (financial services, legal,
• insurance, or similar)
• Familiarity with CRM systems, document management tools, and task management
• platforms
• Experience supporting client-facing professionals or teams
• Interest in technology-enabled processes and continuous improvement

Benefits

• Medical, dental, and vision insurance for full-time employees
• 401(k) retirement plan with company match
• Paid time off (PTO) and paid holidays
• Ongoing training and professional development opportunities

Job Type: Full-time

Pay: $21.00 - $23.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• Are you proficient in Microsoft Office Suite?

Education:

• Associate (Preferred)

Experience:

• Administrative or Office Support Role: 2 years (Preferred)

Work Location: Hybrid remote in Mechanicsburg, PA 17050