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Professional Office Administrative Assistant

3 months ago

Plymouth, United States Joyal Capital Management Full time
Job DescriptionJob Description

Joyal Capital Management, LLC is a very successful boutique asset management company that continues to grow its scope of services.  Because of this we are looking to add talent to our team of professionals. 

 

The Professional Office Administrative Assistant position reports directly to the Estate Planning Support Specialist. The incumbent will assume multiple responsibilities within the organization and be a key component to back office operations.  

 

Core responsibilities:

 

·         Contact doctors and hospitals for medical records associated with Life Insurance applications

·         Work directly with the Estate Planning Support Specialist to process due diligence requirements for all Life Insurance policies

  • Responsible for all incoming phone calls including screening and routing callers to the appropriate party
  • Manage and order all office supplies 
  • Handle administrative requests and queries from Executives 
  • Process travel requirements for executives when necessary
  • Generate the reports and minutes for the weekly staff meetings
  • Proactively setup conference calls, and zoom meetings
  • Work directly with clients to problem solve and source answers to their questions
  • Maintain polite and professional communication internally and externally

 

This is a great opportunity for the right candidate and it’s also a platform to progress internally into a more senior role in the Estate Planning department. Joyal Capital Management offers a very competitive salary and benefits package. Please submit your resume and cover letter of interest.