Administrative assistant

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
• 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

Last updated : 2024-05-11