Administrative Assistant

4 weeks 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

  • Administrative Assistant

    4 weeks ago

    Medford, United States AnnuityAdvantage Full time

    Administrative AssistantDo 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...

  • Administrative Assistant

    1 month ago

    Medford, United States AnnuityAdvantage Full time

    Administrative AssistantDo 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...

  • Administrative Assistant

    5 days ago

    Medford, United States Annuityadvantage Full time

    Administrative AssistantDo 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...

  • Administrative Assistant

    1 week ago

    Medford, United States AnnuityAdvantage Full time

    Administrative AssistantDo 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...

  • Administrative Assistant

    2 months ago

    Medford, United States S&S Handyman Service Full time

    Job DescriptionJob DescriptionWe are seeking an Administrative Assistant to join our team! You will perform clerical and administrative functions in order to drive company success.Responsibilities:Draft correspondences and other formal documentsPlan and schedule appointments and eventsGreet and assist onsite guestsAnswer inbound telephone callsDevelop...

  • Administrative Assistant

    3 weeks ago

    Medford, United States Gabrielli Truck Sales Full time

    **Gabrielli Truck Sales is looking to hire an Administrative Assistant!** **Administrative Assistant - Leasing Department** We are a professional commercial diesel equipment corporation, family owned and operated with 22 successful facilities in the tri-state area and growing! Seeking proactive, goal oriented, professional team members for career...

  • Administrative Assistant

    1 month ago

    Medford, United States Gabrielli Truck Sales Full time

    **Gabrielli Truck Sales is looking to hire an Administrative Assistant!** **Administrative Assistant - Leasing Department** We are a professional commercial diesel equipment corporation, family owned and operated with 22 successful facilities in the tri-state area and growing! Seeking proactive, goal oriented, professional team members for career...

  • Administrative Assistant

    3 days ago

    Medford, United States Complete Staffing Solutions Full time

    Job DescriptionJob DescriptionAdministrative AssistantLocation: Medford, MAOpportunity to work with a great company!Hours:Full-time hoursMonday - Friday 7:30 am - 4:30 pm3 month assignment Job Requirements: Responsible for answering phone calls.Administrative duties including faxing, filing, scanning documents. Strong Customer Service Skills Ability to...

  • Administrative Assistant

    1 day ago

    Medford, United States Complete Staffing Solutions Full time

    Job DescriptionJob DescriptionAdministrative AssistantLocation: Medford, MAOpportunity to work with a great company!Hours:Full-time hoursMonday - Friday 7:30 am - 4:30 pm3 month assignment Job Requirements: Responsible for answering phone calls.Administrative duties including faxing, filing, scanning documents.Strong Customer Service SkillsAbility to work...

  • Administrative Assistant

    1 week ago

    Medford, United States Self-Initiated Living Options, Inc. (SILO) Full time

    **Regional Resource Development Center** **Nursing Home Transition and Diversion (NHTD) Program** **and Traumatic Brain Injury (TBI) Waiver Program** **Administrative Assistant** **Reports to**:Director of Nursing Home Transition & Diversion (NHTD) Program and Traumatic Brain Injury (TBI) Waiver Program **Travel**:None **Salary Range**:$40,000 - $42,000,...

  • HR/CLT Administrative Assistant

    5 days ago

    Medford, United States Mercy Flights Inc Full time

    Job DescriptionJob DescriptionMercy Flights is accepting applications for a Full-Time HR/ CLT Administrative Assistant(Human Resources and Core Leadership Team Administrative Assistant)Position Summary:The HR/CLT Administrative Assistant plays a crucial role in providing comprehensive administrative support to both the Human Resources (HR) department and the...

  • Administrative and Billing Assistant

    6 days ago

    Medford, United States Federation of Organizations Full time

    **Federation of Organizations is seeking a Part Time Administrative and Billing Assistant to join the clinical Team. This position reports directly to the Director of OMH Clinical Services.** **DEPARTMENT**:Clinical Services **HOURS**:21 hours per week (Flexible Schedule) **QUALIFICATIONS**: A minimum of 1 year experience completing administrative tasks...

  • Research Administrator Ii

    6 days ago

    Medford, United States Tufts University Full time

    Overview: Research is at the heart of the engineering program at Tufts. The research community in the Tufts School of Engineering demonstrates a passion for innovation through integration of diverse ideas within a vibrant interdisciplinary environment. State-of-the-art collaborative laboratory facilities, world-renowned faculty members, and a highly...

  • Research Administrator II

    2 weeks ago

    Medford, United States Tufts University Full time

    Overview: Research is at the heart of the engineering program at Tufts. The research community in the Tufts School of Engineering demonstrates a passion for innovation through integration of diverse ideas within a vibrant interdisciplinary environment. State-of-the-art collaborative laboratory facilities, world-renowned faculty members, and a highly...

  • Human Resources Administrator

    2 days ago

    Medford, United States City of Medford Full time

    **POSITION: Human Resources Administrator** **DEPARTMENT: Office of Human Resources** **HOURS OF WORK**: - ** Monday, Tuesday, Thursday 8:30 am - 4:30 pm**: - ** Wednesday 8:30 am - 7:30 pm, Friday 8:30 am - 12:30 pm**: - ** Full-Time/35 hours per week in office only** **SALARY: $1205.59 - $1331.18 (CAF 8).** **SUPERVISION**:Works under the general...

  • Title Administrator

    2 weeks ago

    Medford, United States Lithia Motors Full time

    Dealership: L0238 Driveway Finance Corporation DFC Title Administrator Location: Medford or Tigard Schedule: Monday - Friday Comp: $18.00-$21.00 DOE The Title Administrator is responsible for all aspects of missing and incoming titles, and title maintenance, as it pertains to Driveway Finance Corporation. Responsibilities Monitor funded loans and...

  • Infrastructure Administrator

    1 week ago

    Medford, United States Medford School District (OR) Full time

    12 month/8.0 hour per day position to begin immediately.Position posted with 2023-24 salary schedule, 2024-25 will be reflected after 07/01/2024.Medford SD 549C Job DescriptionOur Mission: ALL Own Their Present and Future, ALL Are Known and Challenged, ALL Achieve Their Potential, ALL Options are Open and Hopeful Job Title: Infrastructure Administrator Job...

  • Infrastructure Administrator

    1 week ago

    Medford, United States Medford School District (OR) Full time

    12 month/8.0 hour per day position to begin immediately.Position posted with 2023-24 salary schedule, 2024-25 will be reflected after 07/01/2024.Medford SD 549C Job DescriptionOur Mission: ALL Own Their Present and Future, ALL Are Known and Challenged, ALL Achieve Their Potential, ALL Options are Open and Hopeful Job Title: Infrastructure Administrator Job...

  • Administrative Professional 2

    2 weeks ago

    Medford, United States Options for Southern Oregon Full time

    Job DescriptionJob Description$5,000 HIRING BONUS (Prorated by FTE)Full-time and part-time(20 hours minimum per week) available.Benefits for 30+ hours per week include: Family medical, dental, long term disability, 403(b) plan with 6% match, and more. Generous paid time off policy. (Annual accrual up to 208 hours - based on FTE status and available to use...

  • Administrative Professional 2

    1 week ago

    Medford, United States Options for Southern Oregon Full time

    Job DescriptionJob Description$5,000 HIRING BONUS (Prorated by FTE)Full-time and part-time(20 hours minimum per week) available.Benefits for 30+ hours per week include: Family medical, dental, long term disability, 403(b) plan with 6% match, and more. Generous paid time off policy. (Annual accrual up to 208 hours - based on FTE status and available to use...