About Ascendant Financial
At Ascendant Financial, we are committed to empowering individuals and families to achieve financial independence and success. We foster a supportive, growth-oriented culture that values collaboration, innovation, and professional development.
Position Overview
The Business Administrative Associate (BAA) plays a critical role in supporting the Lead Agent and team by managing operational workflows and client administration. This position ensures smooth day-to-day operations through effective communication, organization, and follow-through.
A key focus of this role is tracking, reporting, and managing new business and pending cases, ensuring data accuracy and a high-quality client experience. The BAA works closely with Agents, clients, and internal teams, requiring strong attention to detail and excellent communication skills.
Key Responsibilities
1. Client & Agent Communication
- Serve as the primary point of contact for clients
- Respond promptly to calls, texts, and emails
- Coordinate communication between clients and internal teams
- Send meeting notes, action items, and recordings
- Support referral introductions and external communications
2. Calendar & Email Management
- Schedule and confirm meetings with clients, prospects, and partners
- Ensure next-day appointments are confirmed
- Monitor inboxes and take timely action
3. Pending Business & CRM (Cloven) Management
- Track and manage tasks, opportunities, and case statuses
- Maintain accurate client records and data integrity
- Monitor underwriting requirements and follow up proactively
- Provide clear updates to clients and Agents throughout the process
4. New Business Support
- Coordinate client meetings for policy review and onboarding
- Prepare and send settlement paperwork
- Complete new business forms and documentation
- Ensure Agents are fully prepared for client interactions
How Success is Measured
- Consistent adherence to service timelines
- High-quality, proactive client communication
- Timely policy settlements (within 48 hours of issue)
- Achievement of weekly performance metrics (e.g., people served, policies settled)
Core Competencies
- Organization & Time Management – Ability to prioritize and meet deadlines
- Communication Skills – Strong verbal and written professionalism
- Attention to Detail – Accuracy in data tracking and documentation
- Adaptability – Willingness to support evolving business needs
- Team Collaboration – Works effectively across teams and stakeholders
Qualifications
- Previous administrative, operations, or client service experience preferred
- Experience with CRM systems (Cloven or similar) is an asset
- Strong proficiency in email, calendar management, and digital tools
- Ability to manage multiple priorities in a fast-paced environment
- Insurance experience and Life licensing are considered assets.
Why Join Ascendant Financial
We’re not just filling positions. We’re seeking exceptional individuals who will enrich our team, contribute to our collective success, and truly care about our clients.
At Ascendant Financial, you’re joining a company that is redefining the financial industry.
Empowerment Through Innovation
We don’t follow the traditional financial playbook. We rewrite it. As specialists in the Infinite Banking Concept (IBC), we guide clients toward financial independence by helping them take control of their wealth, minimize tax burdens, and build lasting legacies.
A Team That Invests in You
You’ll be surrounded by world-class mentors, forward-thinking professionals, and a leadership team that is genuinely committed to your success. We provide ongoing training, development programs, and mentorship opportunities to help you grow and thrive.
A Culture of Excellence & Support
Our focus goes beyond hitting targets. We are here to make a meaningful impact. We operate with transparency, integrity, and collaboration, ensuring every team member has the support they need to grow both personally and professionally.
What We Offer
Join a team where success is measured not just by numbers, but by impact.
Professional Growth
Continuous learning, mentorship, and career advancement opportunities
Supportive Culture
A team that genuinely cares about your success and well-being
Work-Life Flexibility
Remote and in-person opportunities depending on location
Competitive Compensation
We reward talent, hard work, and commitment
Industry Leadership
Work alongside some of North America’s top financial professionals
Our Values
Obsess Over Clients, Not Competitors
Our clients are the reason we exist. Their success drives our success. While others chase competitors, we focus on delivering what the Clients we have, and the Clients we want to have, truly value.
Truth Drives Progress
All progress begins with telling the truth. We hold ourselves to the highest standard of honesty, transparency, and integrity … no exceptions.
Build Our People, Build the Business
Our company grows when our people grow. We invest in our team, develop leaders, and create an environment where everyone has the opportunity to succeed.
Decide Fast, Move Fast
Speed matters. We maximize the velocity of decisions, take action, and execute with urgency. Progress beats perfection every time.
*Applications close on April 8, 2026*
