Administrative Assistant

Valmark Financial Group; Orlando (FL); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Valmark Financial Group is seeking an Administrative Assistant to support insurance producers and owners with bookkeeping, client service, and policy processing.

You will handle QuickBooks payroll, deposits, and secure communications, while maintaining organized client data and assisting with events and back-office tasks.

Qualifications

• 3+ years’ experience in account management or in a consultative role.
• 1+ years' experience with Quickbooks
• Current Life and Health license, preferred
• Bachelor’s Degree, preferred
• Experience with database applications, preferred

Responsibilities

• Bookkeeping utilizing QuickBooks and Excel for several small businesses
• QuickBooks Payroll
• Make bank deposits
• Communicate with policyowners and customers
• Life insurance application processing
• Life insurance securities compliance
• Life insurance client service, including invoicing for fees & scheduling periodic reviews
• Organize electronic files
• Establish and maintain client data
• Minor IT assistance
• Occasional event planning/coordination
• Desire to obtain industry license and further education
• Orchestrate city-reaching events, such as prayer, worship and evangelism in the downtown corridor
• Serve as a back office support to public campaigns

Skills

Strong organizational skills

Excellent written and verbal comunmuni

Detail-oriented

Self-motivated and disciplined

Client service

Ability to thrive in fast-paced env.

Education

Bachelor’s Degree, preferred

Life and Health license preferred

Experience with database applications, preferred

Tools

QuickBooks

Excel

Word

PowerPoint

DocuSign

Job description

Are you analytical and technical in nature? Are you reserved and reflective with a direct and factual form of communication? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! FinSec is looking for someone who possesses these traits to join their team as an Administrative Assistant.

This position is responsible for day-to-day activities as required by insurance producers/business owners. You will work closely and collaboratively with the producers, insurers, and other team members to ensure compliance, organization, business processing and various bookkeeping responsibilities are fulfilled. The Administrative Assistant serves as our clients’ point of contact for any insurance-related service needs.

Essential Duties and Responsibilities:

• Bookkeeping utilizing QuickBooks and Excel for several small businesses
• QuickBooks Payroll
• Make bank deposits
• Communicate with policyowners and customers
• Life insurance application processing
• Life insurance securities compliance
• Life insurance client service, including invoicing for fees & scheduling periodic reviews
• Prepare consolidated policy summary statements
• Commission income tracking
• Organize electronic files
• Establish and maintain client data
• Minor IT assistance
• Occasional event planning/coordination
• Desire to obtain industry license and further education
• Orchestrate city-reaching events, such as prayer, worship and evangelism in the downtown corridor
• Serve as a 'back office' support to public (political) office campaigns

Core Competencies:

• Possess strong organizational skills
• Possess excellent written (Letter & Memo writing) and verbal communication skills
• Must be very detail-oriented
• Must be self-motivated and disciplined
• Ability to work with clients
• Ability to thrive in fast-paced changing environment
• Experience with all Microsoft Office products (Excel, Word, PowerPoint, etc.)
• Familiarity with DocuSign and other secure transmission products Experience and

Education Requirements:

• 3+ years’ experience in account management or in a consultative role
• Prior experience in broker agency or benefit administration firm
• 1+ years' experience with Quickbooks
• Current Life and Health license, preferred
• Bachelor’s Degree, preferred
• Experience with database applications, preferred