
Admin Assistant
4 days ago
Join Our Team as an Administrative Assistant
Are you organized, detail-oriented, and ready to make a difference? We’re looking for a proactive Administrative Assistant to join our dynamic team and support our mission of delivering exceptional financial advisory services.
**Responsibilities**:
- Administrative Documentation: Ensure all paperwork is accurately prepared and filed.
- Insurance Quotations: Assist in generating and managing insurance quotes.
- Follow-Ups: Maintain timely communication with clients and partners.
- Data Consolidation: Compile and analyze data for reports and presentations.
- CRM Updates: Keep our Customer Relationship Management system up-to-date.
- Claims Management: Handle insurance claims efficiently and effectively.
**Requirements**:
- Technical Skills: Proficient in Microsoft Office (Word, Excel, PowerPoint).
- Language Skills: Fluent in English, both written and spoken.
- Education: Diploma or higher.
Why Join Us?
- Collaborative Environment: Work in a supportive and engaging team setting.
- Professional Growth: Opportunities for training and career development.
- Meaningful Work: Contribute to helping clients achieve their financial goals.
Feel free to adjust any part of this job ad to better fit your company’s culture and specific needs.
Pay: $1,600.00 - $2,000.00 per month
Work Location: In person
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