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.
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