Urgently hiring

Job details

Salary $17 – $19 an hour

Job Type Full-time

Number of hires for this role 1

Full Job Description

Fast paced insurance marketing firm seeks an Administrative Assistant/Receptionist with exceptional client service skills and a high degree of professionalism. You will be responsible for answering a multi-line phone system, maintaining a client database, event planning, assisting with customer relations and providing administrative support to the executive team. Must have an upbeat, energetic personality and be very comfortable speaking with clients. A background in securities or finance a definite plus.

We pride ourselves on having a warm, friendly environment for our clients and staff. We are excited about the opportunity to add a new member to our team!

Key responsibilities

  • Greet clients
  • Answer multi-line phone system
  • Maintain existing client database
  • Respond to client inquiries and concerns
  • Make changes to existing accounts
  • Assist partners with general administrative duties
  • Organize and arrange travel
  • Organize client events throughout the year
  • Assist in the preparation of reports and statements
  • Ad Hoc projects as assigned

Job Skills and Qualifications

  • Previous experience working in a financial, insurance, or investment office preferred
  • Ability to effectively communicate in person, by telephone and email – must be able to compose professional letters
  • Positive attitude and extraordinary client service skills
  • Previous experience providing administrative support to management
  • Experience handling travel arrangements and event planning a plus
  • Exceptional Team player
  • Organized; attention to detail; ability to prioritize
  • Adept in the use of Microsoft Excel, Word and Outlook
  • ACT database or other CRM experience a plus but not required
  • Must act and dress professionally at all times

Job Type: Full-time

Pay: $17.00 – $19.00 per hour


  • 401(k)
  • 401(k) matching
  • Paid time off


  • 8 hour shift
  • Monday to Friday

Application Question(s):

  • What is your desired salary range?

Work Location:

  • One location

Work Remotely:

  • No

Work Location: One location