To enhance client experiences, the full-time Licensed Client Service Administrator will prepare applications, track insurance processes, and manage client paperwork in a remote capacity while collaborating with the advisory team. Key responsibilities Prepare applications for client meetings and track insurance applications through underwriting Monitor the implementation of recommendations and ensure completion of associated paperwork Serve as the point of contact for processing issues and maintain team procedures for transactions and paperwork Required qualifications Series 7 and 66 licensing State Life and Health insurance licensing Experience working with financial advisors on implementation Proficiency in business technology such as Microsoft Office and Salesforce Ability to maintain confidentiality and work independently in a fast-paced environment