Administrative Assistant

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Job description

• We are a local Fortune 100 Financial Services Brokerage looking for a Administrative Assistant to join our team.

Daily Activities Include:

• Enter all applications and follow up as needed
• Process unaligned paperwork, seminar requests and annuity requests
• Prepare expense reports and all material needed for events
• Manage marketing material and expiration date as well as salesforce, i.e. leads, documentation
• Prep files before appts, including printing current account info reports
• Call leads to schedule appointments and keep calendar updated - Keep me in front of clients not paperwork
• Prepare and enter data for plan and create and document best practices
• Order materials needed for business needs
• Document salesforce, i.e. scanning all documents into client's file, document task
• Schedule follow-up appointments from seminars
• Manage seminar location schedules and office files as needed
• Update all databases to have current prospect and client information, i.e. birthday, address, anniversary day
• Special Projects - Round Table Discussion***
• Maintain a well organized inbox, physical filing space and digital files
• Collaborate resourcefully with internal contacts to accomplish processing and a great client experience
• Learn and understand the types of financial and insurance products, ownership and beneficiary roles and account values
• Process signed client documents and handle follow-up
• Respond to incoming phone calls and emails
• Debrief with financial advisor following client meetings and intiate/complete follow-up tasks
• File and retrieve documents, digitally and physically
• Handle sensitive, confidential, proprietary information with discretion
• May be other tasks not listed.

SKILLS

• 1 or more years of experience in administrative support that directly aligns with specific responsibility for this position
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)

Approximately 30- 35 Hours offered per week Monday - Friday with schedule to be determined at hire.

No Insurance Provided.

Job Type: Full-time

Pay: $35,000.00 per year

COVID-19 considerations:
Required to have Covid-19 vaccination.

Education:

• High school or equivalent (Preferred)

Experience:

• Microsoft Office: 1 year (Required)
• Customer Service: 3 years (Required)

Work Location: One location