Are you a supportive and dependable person who enjoys working amongst a team? Are you keenly aware of details and enjoy processes?
Do you have the ability to manage multiple priorities with exceptional organization? Burns Lowry is looking for someone who possesses these skills to join their team as a part-time, remote, Administrative Assistant.
Essential Duties and Responsibilities.
- Manage calendars and CRM (Client Relationship Manager) system, ensuring data integrity and information is current.
- As the primary contact for on and off-site meeting scheduling and subsequent meeting preparation, you will work closely with the advisors to prepare and assemble various proposals, spreadsheets, presentations and reports.
- Client onboarding and ongoing assistance, create meeting folders and welcome packets.
- Document management including organizing meeting notes, uploading client-provided documents, and report preparation.
- Compose correspondence, reports, memos and emails.
- Prepare applications for life insurance and manage the process until insurance is issued in force.
- Provide assistance with the principal’s travel, including flight accommodations, transfers or car rentals, ensuring that the arrangements and timing are accurate.
- Provide personal administrative support including scheduling appointments, reservations, political appointments, etc.
Core Competencies.
- Excellent oral and written communication skills, superior attention to detail, focus on client service, self-motivated and able to work independently.
- Strong interpersonal skills, desire to build lasting relationships and work in a small team environment.
- Experience with using office equipment, computer software tools and cloud-based systems.
- Eager learner, open to new challenges and can do attitude.
- Discrete when working with highly confidential information.
- Creative problem solver with the ability to follow through to complete resolution.
- Versatile within a team environment, willing to take on multiple roles.
Experience and Education.
- Associate or Bachelor’s degree
- Minimum 2-3 years of experience in an office administrative or executive administrative role
- Financial services, insurance, or investment experience specifically working with life insurance products and companies.
- MS Office experience required (Outlook, Excel, PowerPoint, Word, etc.)
- Proven administrative, organizational and time management skills with great attention to detail and accuracy a must.
MUST be in ET or CT time zone, preference in or near Coral Cables, Fl.
Shop Services Administrative Assistant
As a Shop Administrative Assistant, you will support a fast-paced fabrication shop. Effectively guiding jobs from start to finish, working with a team to monitor the financial and physical progress. Other administrative tasks as assigned. This position reports to the Shop Services Project Administra...
Administrative Assistant
Roto-Rooter, America’s premier plumbing and drain cleaning company, is the name that homeowners and businesses turn to for select quality services. ...
Administrative Assistant
Candidates must be commutable to Tampa, FL.Will likely be Tuesday Wednesday in-office.Years of experience as business liaison (relationship management for example.Outbound calls to brokers, groups, etc.Must have strong written and oral communication skills.Address and resolve customer inquiries and ...
Administrative Assistant / Receptionist-Flooring Services
Flooring Services has continued to be a trusted and respected industry leader in the home building industry since 1983. There will be day to day administrative tasks that will vary based on the needs of the company. OVERVIEW OF YOUR DAILY TASKS: Provide general administrative support to the company ...
Administrative Assistant
Candidates must be commutable to Tampa, FL.Will likely be Tuesday Wednesday in-office.Years of experience as business liaison (relationship management for example.Outbound calls to brokers, groups, etc.Must have strong written and oral communication skills.Address and resolve customer inquiries and ...
PIP Legal Clerical Assistant - Florida
PIP Legal Clerical Assistant - FloridaClerical Assistant - CD11AN. The Clerical Assistant regularlymunicates with our Attorneys, Paralegal, Legal Assistants, clients, business partners, local courts, and opposing counsel in litigation matters. The Hartford's Florida Clerical Assistant will enjoy a h...
Administrative Assistant
Join Road & Rail Services as an Administrative Assistant!. About Road & Rail Services:. If you're ready to bring your administrative skills to a supportive and fast-paced team, apply today to join. ...
Administrative Assistant
The Administrative Assistant will provide administrative and general office support to the site and regional operations. The Administrative Assistant directly impacts business operations by providing efficient and effective support directly to the field. The Administrative Assistant will act as the ...
Administrative Assistant
Why you should apply to be an Administrative Assistant:. What’s a typical day as an Administrative Assistant? You’ll be:. Utilize your administrative skills and contribute to the success of the office. Handling administrative duties and ensuring smooth office operations. ...
Administrative Assistant
A Tampa Bay CPA Firm located in Clearwater is seeking an Administrative Assistant to assist in their busy office. The Administrative Assistant will be assisting the firm with all office support. ...