Administrative Assistant - Lake Mary, United States - Paradigm Financial & Insurance Services, LLC

Paradigm Financial & Insurance Services, LLC Lake Mary, United States

3 weeks ago

Description

Job Description

OVERVIEW
I am seeking a highly organized and detail-oriented Administrative Assistant and marketing/sales support to join my team. As an Administrative Assistant, you will play a crucial role in supporting the daily operations and interaction with clients. This is an excellent opportunity for someone who thrives in playing an important role of the practice and enjoys providing exceptional administrative support.

DUTIES:
Strong telephone and interpersonal skills
Providing excellent customer service to clients and visitors
Managing and organizing files, documents, and records
Performing various administrative tasks such as scheduling appointments, arranging meetings, and preparing reports
Assisting with data entry and maintaining accurate records for client notes, correspondence, etc.
Accountable for providing general administrative and marketing support

Assisting with implementation of marketing programs, seminars, special campaigns, and other lead generation programs

Maintain office email, calendar (set and confirm appointments)

Provide new business support, ensuring complete applications, efficient processing and tracking to completion of new business

Respond to client servicing requests

Track licensing with the State and FINRA

Adhere to company Compliance guidelines

REQUIREMENTS:
Strong computer skills (Microsoft Office, Excel, Mail Merge, Salesforce)
Strong organizational skills with the ability to multitask and prioritize tasks effectively (good time management skills and strong attention to detail)
Excellent file management skills, with attention to detail
Ability to coordinate projects and work well under pressure
Experience working in a life insurance/financial services office is preferred but not required
Proficient in data entry with a high level of accuracy
Strong interpersonal and communication skills

Willingness to assume additional responsibilities

If you are a dedicated professional with strong administrative skills, I encourage you to apply for this position. Join my team and contribute to our success as we continue to provide exceptional service to our clients.

Incentives & Bonuses in addition to hourly pay.

Company DescriptionFinancial Services - Life Insurance, Retirement planning, Employee Benefits, Annuities, Long Term Care, etc.

Company Description

Financial Services - Life Insurance, Retirement planning, Employee Benefits, Annuities, Long Term Care, etc.

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