Administrative Assistant  

Job Summary:
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.

• Responsibilities:

1. Assist in managing the day-to-day administrative operations of the agency.
2. Provide administrative support to wealth coaches, including managing calendars, scheduling appointments, and coordinating meetings.
3. Prepare and distribute correspondence, memos, reports, and other documents as requested.
4. Maintain client databases and files, ensuring accuracy and confidentiality of information.
5. Handle incoming calls and respond to inquiries, redirecting calls or taking messages when necessary.
6. Coordinate travel arrangements and accommodations for wealth coaches as required.
7. Assist in preparing presentations, reports, and other materials for meetings and client interactions.
8. Support the preparation and execution of marketing and promotional activities, including maintaining social media profiles and updating the agency's website.
9. Assist in organizing and coordinating events, seminars, and workshops hosted by the agency.
10. Manage office supplies inventory and place orders when needed.
11. Collaborate with other team members to ensure smooth workflow and efficient communication within the agency.
12. Perform general clerical duties, such as photocopying, scanning, filing, and data entry.
13. Adhere to company policies and procedures, maintaining confidentiality and professionalism in all interactions.

Requirements:

• 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.