Administrative Assistant
A.
T.
Permanent Placement Services A.
T.
Permanent Placement Services West Hartford, CT West Hartford, CT Full-time Full-time $40,000 - $45,000 a year $40,000 - $45,000 a year 9 days ago 9 days ago 9 days ago Are you a seasoned Administrative professional looking for a new challenge with an amazingly supportive and dedicated office team? Do you feel like your skills aren't being fully utilized or you are under appreciated? I have an amazing opportunity that you are not going to want to miss! A rapidly expanding National Financial Planning firm is looking to add to their administrative team in West Hartford, CT.
This fully on-site position will give you the opportunity to build and maintain relationships with colleagues in a business that thrives on creating strong connections.
Please review the requirements below, if you are interested, apply to this posting and feel free to contact me with a few day/time options that you are available to connect to discuss this opportunity further.
Essential Functions:
The primary responsibility of the Administrative Coordinator position is to serve as the primary contact for customers and policy owners and assist with work as needed.
Front Desk Support as needed.
Greet visitors and direct them appropriately.
Answer, screen, and record telephone calls.
Maintain telephone system and agency directory.
Train new personnel on how to use the phone system.
Process incoming and outgoing mail; deliver outgoing mail to Post Office.
Maintain the reception area.
Make copies, send, and distribute faxes and maintain copy and fax machines.
Maintain inventory and order office supplies as needed.
Process and send weekly email client and marketing leads to Financial Representatives.
Process and send informational letters to clients (Joint Work, Termination, Policy List notifications).
Manage bulk CRC notifications.
Manage bulk CRC shares, un-shares and householding Other date entry or data driven tasks as necessary.
Data Entry with the Sales Execution Team.
Manage underwriting process which includes providing, or collaborating with others to provide monitoring of the Daily Status Report (DSR) and act on cases needing attention.
Requirements:
Advanced computer and Microsoft Office experience.
Accurate Data Entry skills.
Ability to handle detailed work with high degree of accuracy.
Excellent interpersonal skills.
Experience in problem-solving.
High level of organizational skills.
Excellent written and oral communication skills.
Professional office skills.
Ability to take independent action to make sound decisions.
Ability to multi-task.
Ability to be flexible and open-minded.
Ability to work effectively with people at all levels.
West Hartford, CT 06107:
Reliably commute or planning to relocate before starting work (Required).
At least 2-3 years of Office/Administrative experience (Required).
Job Type:
Full-time Pay:
$40,000.
00 - $45,000.
00 per year
Benefits:
401(k) Dental insurance Flexible schedule Health insurance Paid time off Vision insurance Schedule:
8 hour shift Monday to Friday Ability to commute/relocate:
West Hartford, CT 06107:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Administrative:
3 years (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
T.
Permanent Placement Services A.
T.
Permanent Placement Services West Hartford, CT West Hartford, CT Full-time Full-time $40,000 - $45,000 a year $40,000 - $45,000 a year 9 days ago 9 days ago 9 days ago Are you a seasoned Administrative professional looking for a new challenge with an amazingly supportive and dedicated office team? Do you feel like your skills aren't being fully utilized or you are under appreciated? I have an amazing opportunity that you are not going to want to miss! A rapidly expanding National Financial Planning firm is looking to add to their administrative team in West Hartford, CT.
This fully on-site position will give you the opportunity to build and maintain relationships with colleagues in a business that thrives on creating strong connections.
Please review the requirements below, if you are interested, apply to this posting and feel free to contact me with a few day/time options that you are available to connect to discuss this opportunity further.
Essential Functions:
The primary responsibility of the Administrative Coordinator position is to serve as the primary contact for customers and policy owners and assist with work as needed.
Front Desk Support as needed.
Greet visitors and direct them appropriately.
Answer, screen, and record telephone calls.
Maintain telephone system and agency directory.
Train new personnel on how to use the phone system.
Process incoming and outgoing mail; deliver outgoing mail to Post Office.
Maintain the reception area.
Make copies, send, and distribute faxes and maintain copy and fax machines.
Maintain inventory and order office supplies as needed.
Process and send weekly email client and marketing leads to Financial Representatives.
Process and send informational letters to clients (Joint Work, Termination, Policy List notifications).
Manage bulk CRC notifications.
Manage bulk CRC shares, un-shares and householding Other date entry or data driven tasks as necessary.
Data Entry with the Sales Execution Team.
Manage underwriting process which includes providing, or collaborating with others to provide monitoring of the Daily Status Report (DSR) and act on cases needing attention.
Requirements:
Advanced computer and Microsoft Office experience.
Accurate Data Entry skills.
Ability to handle detailed work with high degree of accuracy.
Excellent interpersonal skills.
Experience in problem-solving.
High level of organizational skills.
Excellent written and oral communication skills.
Professional office skills.
Ability to take independent action to make sound decisions.
Ability to multi-task.
Ability to be flexible and open-minded.
Ability to work effectively with people at all levels.
West Hartford, CT 06107:
Reliably commute or planning to relocate before starting work (Required).
At least 2-3 years of Office/Administrative experience (Required).
Job Type:
Full-time Pay:
$40,000.
00 - $45,000.
00 per year
Benefits:
401(k) Dental insurance Flexible schedule Health insurance Paid time off Vision insurance Schedule:
8 hour shift Monday to Friday Ability to commute/relocate:
West Hartford, CT 06107:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Administrative:
3 years (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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