Administrative Assistant / Agency Generalist

National Financial Network, LLC is an established financial services firm that provides comprehensive personal, business, and corporate financial strategies. They are seeking an Agency Generalist to provide overall administrative support, coordinate with team members, and manage various business and general administration tasks.

Responsibilities

• Scheduling & prepping materials for onboarding new clients
• Managing the meeting process for new clients
• Managing new daily & monthly calendars
• Answer & direct phone calls
• Manage Underwriting for New Business
• Organize and schedule vendor meetings and appointments
• Maintain contact lists
• Produce & distribute correspondence, memos, letters, faxes
• Maintain filing system
• Reception relief & coverage

Skills

• A trusted partner of the team
• A “can-do” mindset
• Fosters collaborative relationships between individuals and functional areas within the organization & team
• Professional presence
• Ability to multi-task and keep good time management in a fast-paced agency environment
• Tact, good judgment, and the ability to communicate effectively both verbally and in writing
• Must be able to keep sensitive information confidential
• General computer skills – Microsoft Business Suite
• Must be detail oriented and well organized
• Think analytically
• Focus on detail
• Demonstrate self-assuredness
• Collaborate with others
• Demonstrate business knowledge
• Demonstrate initiative
• College or business school degree preferred – not a must
• Insurance industry experience a plus

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Company Overview

Company H1B Sponsorship