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Administrative Assistant - Online Support (Remote)

Key Facts

Remote From: 
Full time
English

Other Skills

  • •
    Research
  • •
    Checklists
  • •
    Client Confidentiality
  • •
    Non-Verbal Communication
  • •
    Adaptability
  • •
    Time Management
  • •
    Teamwork
  • •
    Customer Service
  • •
    Physical Flexibility
  • •
    Social Skills

Roles & Responsibilities

  • Excellent verbal and written communication skills
  • Strong interpersonal and customer service skills
  • Exceptional organizational abilities
  • Ability to work independently and manage multiple priorities

Requirements:

  • Greet and direct visitors; manage conference room scheduling, setup/cleanup, and catering for meetings.
  • Provide administrative support to the Principal and team, including CRM updates, client information requests, and renewal/signature processing.
  • Oversee office operations and equipment maintenance, including vendor coordination, service contracts, and purchasing office supplies and furniture.
  • Manage mail distribution and general office logistics; assist with seminars and miscellaneous projects as assigned.

Job description

The Administrative Assistant will assist with general administrative duties and day to day office operations. There will be a range of key responsibilities so this is a great role for those who are flexible, have a can-do attitude, and who thrive in a fast-paced environment

Responsibilities:

  • Greet and direct visitors
  • Coordinate use of conference rooms; assist in set-up and clean-up of conference rooms for management and/or client meetings including coordination, selection and ordering of food
  • Provide administrative support to the Principal and others as requested to include:
    • Requesting information from clients such as census information
    • Creating and updating client checklists
    • Update CRM with policies, renewal dates, participants, premium, projections and documents
    • Request and follow-up on signatures from client for renewal when necessary
    • Create termination client vendor letters and follow through to make sure they are returned with signature and forwarded to the appropriate carrier(s)
    • Print and binding of client presentations as needed
    • Pulling reports from carrier websites as needed
    • Assist with set up of seminars (on and off site) and day of tasks as needed
  • Provide office management duties to include but not limited to:
    • Assist in review of service contracts on equipment from vendors
    • Assist in maintaining all office equipment to include copiers, shredders, postage machine, etc. Be sure all equipment is kept in working order and coordinate with vendors if issues occur
    • Assist staff in training of equipment when needed
    • Assist in research, negotiating and price and purchase of office furniture and supplies
    • Get and distribute mail on a daily basis. Send checks to corporate office.
    • Order and maintain office supplies (paper, toner, kitchen supplies)
  • Other projects as assigned by management.

Requirements:

  • Excellent verbal and written communication skills
  • Good interpersonal and customer service skills
  • Exceptional organization skills
  • Must be a team player
  • Ability to work independently
  • Must be able to manage multiple priorities
  • Able to maintain confidentiality

Experience:

  • Excellent verbal and written communication skills
  • Good interpersonal and customer service skills
  • Exceptional organization skills
  • Must be a team player
  • Ability to work independently
  • Must be able to manage multiple priorities
  • Able to maintain confidentiality

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