Title: High Level Administrative Assistant-On Site-Newtown Square, PA (38626)

Term: Contract to Hire

Salary: $35-$40 per hour DOE

Location: Newtown Square, PA (onsite)

Hours: Monday-Friday 7:00 am - 4:00 pm

Provide high level administrative support to an industry leading Senior Financial partner with high performance standards. Candidate must be driven, experienced in handling a wide range of administrative and executive support related tasks and able to work independently with little or no supervision. Additionally, this person must be exceedingly well organized, flexible, and can handle the everyday challenges of supporting a top producer.

Candidate possesses the ability to interact with other staff (at all levels) in a fast-paced environment, work under pressure, and stay composed, proactive, resourceful, and efficient, with a high level of professionalism and confidentiality.

Must Have:

• 5+ years’ experience in the Life Insurance business is preferred
• A plus if they have Delaware & Pennsylvania Life, Accident & Health License
• Can type 65+ wpm
• Organization, Stress & Time Management skills
• Work with a high degree of autonomy and responsibility
• Excellent written and verbal communication skills
• Attention to detail
• Exceptional Phone Demeanor
• Strong follow-up skills
• Proficient in Microsoft (Outlook, Excel, Word, Power Point, etc.)

Key Responsibilities

• Transcribe dictation; Letters to clients, file notes, internal memos, internal & external emails and case preparation. Responsible for distribution & follow-up materials requested by dictation.
• Responsible for entire sales process including licensing, appointments and applications.
• Manage Internal Calendar utilizing Microsoft Outlook and must be flexible with last minute schedule changes and urgent meeting requests.
• Answer heavy telephone calls for the Senior Partner from both internal and external sources. Screen phone calls and return calls thoroughly and with diplomacy per instructions; handle routine items.
• Track action items and deliverables for the Senior Partner and proactively schedule the time required to address them.
• Ensure Senior Partner is prepared for all meetings in advance by anticipating his needs and arrange his schedules to include time for pre-reading, review and commentary on materials
• Manage client service requests (policy holder services)
• Assist with the assembly of materials for various projects and client meetings
• Manage and assist with high-net-worth client database

Job Type: Full-time

Pay: $35.00 - $40.00 per hour

Schedule:

• Day shift
• Monday to Friday

Ability to commute/relocate:

• Newtown Square, PA: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Are you able to type at least 65 WPM (words per minute)?

Experience:

• Microsoft Office: 1 year (Required)
• Administrative: 5 years (Required)

Work Location: One location

Please Note :
www.epokagency.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, www.epokagency.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.