Job Description
Position Overview
The Administrative Assistant will serve as a key support partner to leadership and brokers by managing incoming calls, client documentation, payroll tracking, and transactional records. This role is ideal for someone with experience in brokerage or financial services administration who is comfortable juggling multiple priorities and is interested in growing into an Administrative Lead role over time.
Key Responsibilities
Answer and manage incoming calls from brokers (approximately 15–20 calls per day)
Support brokers with client files, records, and transactional documentation
Maintain and organize client records and internal spreadsheets
Assist with payroll tracking using Excel spreadsheets
Prepare and manage client mailers and perform mail merges
Handle data entry and documentation using Microsoft Excel and Word
Support transaction processing and recordkeeping
Ensure accuracy and organization of brokerage management records
Provide general administrative support to leadership to reduce workload and improve efficiency
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
Required Qualifications
Previous experience in administrative support, preferably within brokerage, financial services, or brokerage management
Strong proficiency in Microsoft Excel and Microsoft Word
Experience with mail merge, spreadsheets, and document management
Comfortable handling multiple tasks in a fast‑paced, call‑driven environment
Strong attention to detail and organizational skills
Professional communication skills, both written and verbal
Preferred Qualifications
Experience supporting brokers or working in a Broker‑Dealer environment
Familiarity with transaction processing and client record management
Interest in long‑term growth into an Administrative Lead role
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.