As an administrative assistant, you will provide comprehensive administrative support to the wealth coaches and contribute to the smooth functioning of the agency. You will handle a range of administrative tasks to ensure efficient operations and assist in delivering excellent service to clients.
- Assist in managing the day-to-day administrative operations of the agency.
- Provide administrative support to wealth coaches, including managing calendars, scheduling appointments, and coordinating meetings.
- Prepare and distribute correspondence, memos, reports, and other documents as requested.
- Maintain client databases and files, ensuring accuracy and confidentiality of information.
- Handle incoming calls and respond to inquiries, redirecting calls or taking messages when necessary.
- Coordinate travel arrangements and accommodations for wealth coaches as required.
- Assist in preparing presentations, reports, and other materials for meetings and client interactions.
- Support the preparation and execution of marketing and promotional activities, including maintaining social media profiles and updating the agency's website.
- Assist in organizing and coordinating events, seminars, and workshops hosted by the agency.
- Manage office supplies inventory and place orders when needed.
- Collaborate with other team members to ensure smooth workflow and efficient communication within the agency.
- Perform general clerical duties, such as photocopying, scanning, filing, and data entry.
- Adhere to company policies and procedures, maintaining confidentiality and professionalism in all interactions.
- High school diploma or equivalent qualification; additional certifications or relevant training is a plus.
- Proven experience as an administrative assistant or in a similar role is preferred.
- Proficient in using office productivity tools, including word processing, spreadsheets, and presentation software.
- Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
- Excellent verbal and written communication skills in English; knowledge of additional languages is advantageous.
- Attention to detail and high level of accuracy in performing administrative tasks.
- Professional and friendly demeanor, with the ability to interact effectively with clients and team members.
- Ability to work independently and as part of a team, demonstrating flexibility and adaptability.
- Knowledge of insurance industry practices and terminology is desirable but not mandatory.
- Familiarity with social media platforms and website management is a plus.
Perks and Benefits
- Life Insurance
- Medical / Health Insurance
- Paid Sick Leave
- Employee Discounts
- Paid Bereavement/Family Leave
- Paid Holidays
- Paid Vacation Leave