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Administrative Associate

Westwood, KS

Posted: 08/27/2025 Recruiting Division: Administrative Job Number: EB-1944874667 Pay Rate: $50,000.00 - $55,000.00 per year

Job Description


We’re partnering with a fast-growing financial services firm in the Kansas City area to find a proactive and detail-oriented Administrative Associate. This is a full-time, in-office role supporting back-office insurance operations and helping to keep client service running smoothly. The ideal candidate is professional, polished, and organized—someone who thrives in a fast-paced environment and is eager to take ownership of ongoing administrative workflows. If you enjoy being the go-to person who keeps things on track behind the scenes, this could be a great fit.
Responsibilities:

  • Manage and maintain client records across multiple systems

  • Process new insurance policy applications and verify documentation

  • Coordinate with advisors to confirm illustration and application details

  • Prepare and review policy change forms for completeness and accuracy

  • Track and follow up on paperwork with internal teams, home offices, and banks

  • Assist in preparing client meeting materials and ensuring advisors are fully prepped

  • Pull and compile reports as requested by the team

  • Create and update standard operating procedures as workflows evolve

  • Support overall office operations and take initiative to streamline processes
Requirements:

  • 2+ years of professional administrative experience required

  • Exceptional attention to detail and ability to manage multiple moving parts

  • Strong organizational and communication skills

  • Proactive mindset with the ability to anticipate needs and act independently

  • Comfort working in a confidential, client-focused environment

  • Prior experience in legal, financial, or professional services a plus

  • Tech-savvy and adaptable to new systems




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About Westwood, KS

Join us in Westwood, Kansas - where exciting job opportunities await! Nestled in the heart of Johnson County, this charming town offers a vibrant community with excellent growth prospects. Explore job listings in this area to discover a blend of modern amenities and historic charm. With its proximity to Kansas City's renowned art galleries, theaters, and professional sports teams like the Kansas City Chiefs and Royals, Westwood provides a unique blend of culture and entertainment. Enjoy the serene beauty of Sunset Park or indulge in the local dining scene featuring delicious BBQ and Midwestern cuisine. Take the next step in your career journey by considering Westwood as your ideal work destination!