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Administrative Assistant

1 month ago

Medford, United States AnnuityAdvantage Full time

Administrative Assistant

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy firm, AnnuityAdvantage, located in Medford, OR is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the agents to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with others daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today The below job description outlines the responsibilities of the Administrative Assistant.


Minimum Requirements:

  • 2+ years of administrative office experience in a faced-paced environment
  • Financial industry experience preferred
  • Intermediate to Advanced skills with MS Office Suite
  • CRM experience preferred
  • Excellent communication skills both verbal and written
  • Desire to obtain long-term employment


This position requires that you possess the following skills:

  • Ability to prioritize projects and manage time
  • Savvy customer service, to include excellent communication, both verbal and written
  • Strong follow-through
  • Good natured, positive attitude
  • Ability to demonstrate persistence to achieve quality


Responsibilities:

Office Administration and Client Service Work:

Assisting the agents and executive staff in managing the branch office to exceed client and regulatory expectations include:

  • Answer phones in a friendly, positive, and warm manner
  • Be the first point of contact for prospects and clients
  • Maintain office supplies and out-going correspondence
  • Assist clients with issues and concerns
  • Build and improve upon client relationships
  • Database maintenance
  • Assist with client inquiries regarding their account
  • Compiling account summaries
  • Maintain office filing system, both paper and electronic
  • Complete and process new client applications
  • Record notes from client conversations
  • Assist with various marketing objectives
  • Other industry-specific tasks as needed


Salary

  • $18.00-$21.00 per hour


Benefits

  • Paid Holidays and PTO
  • Monthly Health Insurance Stipend



Saving for retirement? – Absolutely it is what we do

  • Simple IRA with company contributions


Hours

  • Monday – Friday
  • 8:00 AM- 5:00 PM


Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today

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