Be an Early Applicant
The Role
The role involves managing client onboarding, providing administrative support to advisors, executing marketing campaigns, and ensuring a top-notch client experience. Responsibilities include CRM management, reporting, event coordination, and communication across teams.
Summary Generated by Built In
Position Objective
This role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.
This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.
Typical Duties and Responsibilities
Client Relationship & Account Management
Position Requirements
Perks & Benefits
About World Investment Advisors
As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $72.7B assets1 across 100+ offices and 609 team members.
Stimulating Environment
At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World?
Compensation
This is a New Jersey based position with a competitive benefits package. The base salary ranges from $55,000 to $65,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World?
World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
1As of December 31, 2025, the WIA network of advisors and firms collectively provides support to over $70 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
#LI-NH1
This role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.
This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.
Typical Duties and Responsibilities
Client Relationship & Account Management
- Lead client onboarding and account transitions, ensuring accuracy and completeness of all paperwork
- Respond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teams
- Monitor client satisfaction and identify opportunities to enhance service delivery
- Track service timelines, reviews, renewals, and compliance requirements
- Serve as primary administrative support to advisors
- Prepare client reviews, investment updates, and reporting materials
- Maintain CRM (Redtail) and client documentation
- Track transfers (ACATs, annuities, asset movements) and follow up on status
- Develop and maintain documented workflows and internal processes
- Prepare performance reports, benchmarking analysis, and fiduciary documentation
- Compile quarterly monitoring reports and meeting materials
- Ensure timely and accurate completion of all client deliverables
- Assist with fee analysis and plan design updates
- Schedule meetings and manage advisor/client calendars
- Prepare and assemble proposals, implementation paperwork, and presentations
- Print, bind, and package client deliverables
- Maintain organized electronic and physical client files
- Conduct daily website reviews; update content, resolve issues, and manage inbound leads
- Execute advisor outreach campaigns using LinkedIn Sales Navigator
- Manage firm social media (LinkedIn, Facebook), including content creation and engagement tracking
- Monitor marketing platforms (e.g., FMG Suite) and publish approved content
- Coordinate and execute weekly and monthly email campaigns (market commentary, advisor communications)
- Upload, review, and publish approved content in compliance with regulatory requirements
- Maintain email distribution lists (Constant Contact / Redtail integration)
- Track campaign performance and engagement metrics
- Analyze weekly social media and website performance (followers, impressions, clicks, traffic)
- Maintain and update marketing scorecards and reporting dashboards
- Identify trends and recommend improvements to engagement strategies
- Coordinate advisor training events, client events, and firm-wide meetings
- Manage logistics including venue, registration, materials, vendors, and communications
- Support marketing collateral development (flyers, presentations, postcards, campaigns)
- Coordinate co-branded marketing initiatives and external vendor partnerships
- Develop, document, and improve internal systems and processes
- Assist with RFP responses and business development initiatives
- Complete special projects and other duties as assigned
Position Requirements
- Strong understanding of financial services and securities industry regulations
- Excellent analytical, organizational, and time management skills
- Strong attention to detail and accuracy
- Exceptional interpersonal and communication skills
- Proficiency in CRM systems, marketing platforms, and Microsoft Office tools
- Ability to manage multiple priorities under tight deadlines
- High level of professionalism and client service orientation
- Highly organized and detail-oriented
- Proactive and solutions-driven
- Strong collaborator and communicator
- Client-focused with a service-oriented mindset
- Comfortable balancing operations, client service, and marketing responsibilities
Perks & Benefits
- 401(k) with Employer Match
- Health Insurance (with HSA option)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Paid Time Off Policy
- Flexible Spending Account (FSA)
- Healthy Work/Life Balance
- Paid Parental Leave
- Remote Work Opportunity
About World Investment Advisors
As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $72.7B assets1 across 100+ offices and 609 team members.
Stimulating Environment
At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World?
- Great company culture with an awesome team-oriented atmosphere!\
- Mentorship Opportunities
- Ability to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective)
- Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional Development
- Friendly and collaborative work environment
- Employee perks including employee appreciation and charitable giving/volunteering opportunities
Compensation
This is a New Jersey based position with a competitive benefits package. The base salary ranges from $55,000 to $65,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World?
- Great company culture with an awesome team-oriented atmosphere!
- Mentorship Opportunities
- Ability to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective)
- Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional Development
- Friendly and collaborative work environment
- Employee perks including employee appreciation and charitable giving/volunteering opportunities
World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
1As of December 31, 2025, the WIA network of advisors and firms collectively provides support to over $70 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
#LI-NH1
Skills Required
- Strong understanding of financial services and securities industry regulations
- Excellent analytical, organizational, and time management skills
- Proficiency in CRM systems, marketing platforms, and Microsoft Office tools
- Strong attention to detail
- Exceptional interpersonal and communication skills
World Insurance Associates LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about World Insurance Associates LLC and has not been reviewed or approved by World Insurance Associates LLC.
-
Healthcare Strength — Health coverage is often described as very good, with comprehensive medical, dental, and vision options plus add-ons. Feedback suggests plan breadth and options like HSA/FSA and EAP make the package feel robust.
-
Retirement Support — A 401(k) with company match is included, and some roles specify immediate vesting. Feedback suggests the match is seen as competitive to average depending on team and role.
-
Leave & Time Off Breadth — PTO is characterized as generous alongside standard paid time off. Feedback suggests time-off offerings are a relative plus even when workloads are demanding.
World Insurance Associates LLC Insights
What's It Like to Work at World Insurance Associates LLC?
World Insurance Associates LLC Culture & Values
World Insurance Associates LLC Career Growth & Development
What's the Work-Life Balance Like at World Insurance Associates LLC?
World Insurance Associates LLC Leadership & Management
World Insurance Associates LLC Company Growth, Stability & Outlook
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions. Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing. Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges. This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business
