Administrative Assistant

Job Description

WestPoint Financial Group is assisting with the sourcing of this role. The successful applicant will be the direct employee of NLF Partners.

About NLF:

We are a fast-growing, client-focused financial planning and insurance practice committed to helping individuals and families achieve financial clarity and long-term security. Our approach is personalized, values-driven, and relationship-based.

Position Overview:

As we continue to grow, we’re seeking an Administrative Assistant to join our team and help deepen client relationships, uncover new opportunities, and expand our reach.

This role is ideal for someone who thrives in a collaborative setting, enjoys connecting with people, and brings energy to every interaction. You won’t just be behind a desk—you’ll be actively engaging with clients, contributing to business development, and helping shape a positive, people-first experience. If you're proactive, confident, and passionate about helping others, we’d love to meet you and welcome you into our dynamic, mission-driven team.

Key Responsibilities:

Client Relationship & Business Development

Proactively reach out to existing clients to generate referrals and uncover new opportunities

Engage clients about additional planning opportunities, including asset gathering and our Platinum Pass offerings

Build rapport and trust with clients, maintaining consistent, value-driven communication

Manage marketing opportunities for existing clients (birthdays, policy anniversaries, etc.)

Lead Generation & Outreach

Utilize LinkedIn and industry-specific lead generation tools to identify and reach out to prospective clients

Manage and execute a strategic outreach campaign via the advisor’s LinkedIn profile

Follow up on leads, schedule appointments, and maintain tracking systems for outreach success

Client Services & Support

Contact existing clients to ensure insurance policy payments are current

Schedule annual reviews and maintain recurring client meetings

Work closely with the advisor to identify client needs and help facilitate service delivery

Administrative & Operational Support

Keep CRM systems up to date with contact notes and lead status

Assist with preparation for client meetings, follow-ups, and communications as needed

Collaborate with the advisor to improve and refine client engagement strategies

Manage weekly team meetings and team calendars

Qualifications:

2+ years administrative experience in a professional setting, required

2+ years of experience in a sales, client service, or financial services support role, preferred

Strong interpersonal and communication skills—both verbal and written

Comfort using CRM systems, LinkedIn, and digital communication tools

Highly organized and able to manage multiple tasks independently

Goal-oriented mindset with a passion for helping people

Familiarity with financial planning, insurance, or investment services is a plus

What We Offer:

Opportunity to grow with a respected and expanding financial practice

Competitive compensation and performance-based bonuses

Employment advancement opportunities

Benefits:

Paid Time Off

Team-building events in and out of office

Professional development and industry training

Salary Range: $47,000 - $57,000 annually

NLF Partners is an equal opportunity employer, and all qualifiedapplicants will receive consideration for employment without regard to race,color, religion, age, sex, national origin, disability status, genetics,protected veteran status, sexual orientation, gender identity or expression, orany other characteristic protected by federal, state or local laws.

Full-time