Administrative Assistant

Are you a skilled Administration professional looking for your next home?

One of our clients is looking to add a new Administrative professional to their tight-knit, family-like team!

You would be:

• Taking notes during client meetings and getting them organized and into the system
• Prepping for client meetings
• Following up after the client meetings
• Keeping the files and practices organized
• Helping out and working with the office manager
• Assisting the CEO
• Other various administrative tasks as needed

You have the following skills:

• Proficiency in Microsoft Office products - Excel, Word, PowerPoint (helpful), Outlook
• Some knowledge of CRM's
• Knowledge of life insurance products, some investment knowledge
• 2+ years of administrative experience