New Business Assistant (Broker)

Our client, a local and leadingFinancial Advisors firm, is looking for a New Business Assistant:
Core Responsibilities:
Performs experience level administrative tasks of a confidential nature including but not limited to letters, emails and reports via various electronic means, while proofreading and editing as necessary. Might develop charts, graphs and diagrams if needed.
Provide administrative support primarily to the President and the New Business Department and to other individuals as required.
Schedule of meetings, maintains calendar and prepares corresponding material for such meetings.
Maintains the operational file systems in order, including CRM systems.
Manages correspondence, mail and sensitive paperwork on a confidential strict manner.
Helps plan events/activities and coordinates travel arrangements if necessary.
Research situations from external/internal customers; define the actions to resolve those in a timely manner and follows-up on them accordingly.
Respond with high accountability on action items while accomplishing work with minimum supervision.
Communicate effectively with external/internal departments to ensure we meet our client’s expectations for a timely and pro-active service delivery.
Coordinate marketing efforts thru email and dedicated systems and follow-up on impact and results.
Responsible for overseeing and coordinating matters related to office and equipment including building, supplies and general maintenance among others.

Requirements:
Bachelor's degree in Business Administration or equivalent in knowledge and experience.
Minimum of two (2) years of related experience in a broker firm or insurance agency is highly preffered.
Must demonstrate the following skills: team building, record keeping; analytical and problem-solving skills; decision making abilities; clear and concise verbal and writing communication skills in English and Spanish with excellent copy editing and proofreading skills.
Possess knowledge and proficiency in the use of technology. Must be computer oriented and demonstrate proficient knowledge in Microsoft Office, including Outlook and company systems while showing understanding of relevant policies and procedures.
Requirements include a strong service-oriented mindset with emphasis in organization and administrative skills. A marketing focus is preferred.

This is an Equal Opportunity- Employer – Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation
Job Type: Full-time
Salary: $10.00 to $11.00 /hour
Benefits:
401(k)

Work Location:
One location

Schedule:
Monday to Friday

Work Remotely:
No