Admin Assistant

Virtual Managers; New York (NY); On-site; USD 45,000 - 60,000; Full time

Job summary

Virtual Managers is seeking an experienced Administrative Assistant located in New York to support their fast-paced Broker Office. Responsibilities include managing client information, scheduling appointments, and providing administrative support to brokers.

Qualifications required are 3-5 years of administrative experience and proficiency in Microsoft Office. Training may require 3-4 days at the Florida headquarters.

Qualifications

• 3-5 years of previous administrative assistant experience required.
• Basic understanding of brokerage or insurance company environment preferred.
• Flexibility in workflow priorities as business needs change.

Responsibilities

• Input and update new and current client information in all required systems.
• Manage appointment calendar and schedule all meetings.
• Provide necessary administrative support.

Skills

Microsoft Office proficiency

Attention to detail

Customer service

Workload management

Education

Associates degree or higher

Tools

CRM software (Redtail preferred)

Job description

Our client is a fast paced Broker Office that specializes in services that include Wealth management and preservation, Defined benefit plans, Life insurance, Health insurance, Retirement planning and solutions, including 401k plans. Estate planning and College savings.

ESSENTIAL FUNCTIONS

• Input and update new and current client information in all required systems
• May assist with preparing necessary documentation such as spreadsheets, cover letters, etc.
• Provides necessary administrative support
• May assist the broker in preparing documents to market renewal business.
• Manage appointment calendar and schedule all meetings
• Other relevant duties as assigned.

Qualifications

• Associates degree or higher preferred.
• 3-5 years of previous administrative assistant experience REQUIRED.
• A basic understanding of brokerage or insurance company environment preferred. Prior understanding of brokerage sales a huge plus.
• Basic understanding of insurance coverages, forms and processes a plus.
• Prior experience in an office setting or administrative role.
• Critical attention to details, organization and customer service needs.
• Ability to manage workload and prioritize tasks.
• Highly proficient in Microsoft Office including Outlook, Word, and Excel.
• Previous experience with a CRM – Redtail experience a plus.
• Flexibility in workflow priorities as business needs change.

NOTE: 3-4 days of training at the Florida headquarters required for this position.

Additional Information

All your information will be kept confidential according to EEO guidelines.