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Executive Assistant

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MassMutual North Carolina

2021-12-03 08:58:12

Job location Raleigh, North Carolina, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Join a firm that provides the innovative culture of a startup, but with the esteemed legacy and stability of an established company! MassMutual North Carolina is looking for an executive assistant to support a team of Advisors in our Raleigh office. This individual will be responsible for providing general administrative support to the Advisors, which may include some or all of the functions listed below based on the specific business needs of the Advisors.


Candidates must be able to demonstrate strong communication skills, able to multi-task, and have great attention to detail. Confidentiality is critical, and the candidate will be subject to a background check and fingerprinting.


Primary Responsibilities

  • Provide new business support to the Advisor(s) they support to ensure complete applications and efficient processing of new business
  • Respond to routine customer requests for the Advisor(s) via telephone regarding basic information on their premium payments, effective dates and status of his/her policies
  • Create and run illustrations and assist Advisor(s) with sales call preparation
  • Provide general administrative assistance to the Advisor(s) including filing, copying and typing correspondence
  • Maintain Outlook and Calendar (set and confirm appointments) for the Advisor(s)
  • Adhere to company Compliance guidelines


Qualifications

  • Strong interpersonal, customer service and communication skills
  • Ability to multitask
  • Proficient in Microsoft Office suite
  • Excel

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