Administrative Assistant - Chicago, IL

Access Pharmaceutical Inc.; Chicago (IL); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Administrative Assistant to join their dynamic team in Chicago. This role is pivotal in supporting financial professionals, managing client communications, and ensuring the smooth operation of administrative functions. The ideal candidate will thrive in a collaborative environment, demonstrating exceptional organizational and communication skills. With a strong emphasis on professional development and a supportive company culture, this position offers a unique opportunity to grow within the pharmaceutical and financial services sectors. If you are motivated by results and eager to contribute to a team-oriented atmosphere, this is the perfect opportunity for you.

Benefits

Professional Development

Leadership Development

Comprehensive Employee Benefits

Qualifications

• 5+ years as Executive Assistant or Customer Service Associate.
• 2+ years in Insurance or Financial Services preferred.

Responsibilities

• Maintain client files and update information in the CRM.
• Assist with new business processing and client communications.

Skills

Communication Skills

Organizational Skills

Microsoft Office

Customer Service

Confidentiality

Problem Solving

Tools

SmartOffice CRM

PaperClip Electronic Filing

DocuSign

Quicken

Box Electronic Storage

Job description

Access Pharmaceuticals is committed to the Pharmaceutical / Medical industry as we believe our success comes from our talented and engaged employees as well as national Pharmaceutical Representative team. We believe our employees is Access’s greatest strength as an organization and also represent our competitive advantage. Access Pharma is privately held and offers a great company culture that includes continued professional development, leadership development, career ladder advancement programs, and comprehensive employee benefits. In a world where talented candidates have choices, choose to work somewhere awesome!

Description

Job Title - Administrative Assistant
Job Location: Chicago, IL
Job ID - 1NPSRIL

The successful candidate will have great communication skills, superior organizational skills and enjoy working in a small office environment. You will be part of a team supporting 4+ financial professionals located in Florida and New York and will be responsible for assisting with Executive administrative functions for the President of the firm as well as handle the New Business Processing for the firm. You will be one of the initial points of contact for client calls, manage an ever-changing calendar, and assist with the completion of forms and new business requests.

LEVEL OF SUPERVISION/SUPERVISORY RESPONSIBILITIES:
The ability to effectively manage multiple tasks and conflicting priorities while dealing with multiple interruptions is critical. Ability to maintain the utmost confidentiality of clients and business operations information.

Responsibilities

• Maintain client files utilizing PaperClip Electronic Filing Systems.
• Maintain and Update client information contained in the CRM (SmartOffice).
• Prepare and submit new account paperwork and applications.
• Follow up on underwriting and outstanding requirements.
• Run inforce illustrations and create spreadsheets as needed.
• Being coachable and collaborative.
• Motivated by results and finding solutions by taking the initiative and exceeding client expectations.

Experience

• 5+ Years experience as Executive Assistant or Customer Service Associate.
• 2+ Years Insurance and/or Financial Service Industry experience.
• New Business experience preferred, but not required.
• Proficient with Microsoft Office (Required).
• Comfortable with technology and able to acclimate to using multiple systems simultaneously. Tools we use include SmartOffice CRM, PaperClip Electronic Filing, Box Electronic Storage, DocuSign Electronic Signature, and Quicken among others. Some experience is preferred, but not required.

Skills & Abilities

• Excellent PC skills, including MS Office.
• Superior Organizational Skills.
• Exceptional Communication Skills (written and oral).
• Effective Interpersonal Skills.
• Ability to work independently in a collaborative team environment and meet deadlines.
• Project a customer service mentality with a high level of professionalism at all times.
• Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.