Office Administrative Assistant (Bilingual in Chinese)

TransGlobal Holdings Co.; Monrovia (CA); Presencial; USD 25.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Benefits package

Professional development opportunities

Hourly pay $18–$22

Descripción de la vacante

TransGlobal Holdings Co. is seeking an Administrative Assistant to be the first point of contact in our Monrovia office. You will greet visitors, answer calls, enter client data, and manage mail and documents across locations.

The role requires strong organization, clear communication, and the ability to handle multiple priorities in a fast-paced environment. The ideal candidate has 1-2 years in an administrative role, proficiency in Microsoft Office, and bilingual capability (English/Mandarin).

Formación

• High school diploma or equivalent; associate degree preferred.
• 1-2 years of experience in an administrative or front desk role.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel) and comfortable learning new systems.
• Strong communication skills, both verbal and written.
• Excellent organizational and time management skills.
• Ability to maintain confidentiality and exercise good judgment.
• Bilingual skills (e.g., English/Mandarin) is required.

Responsabilidades

• Greet guests with a professional and friendly demeanor, ensuring they are assisted promptly and connected with the appropriate team members.
• Answer incoming phone calls, directing them to the right contacts or taking accurate messages when needed.
• Notify agents, managers, or staff immediately when clients or visitors arrive.
• Enter new client and agent information into internal platforms to support follow-ups and data accuracy.
• Input insurance policy details into AI and digital systems, ensuring accuracy and timeliness.
• Scan and save insurance policies and related documents into client folders under the appropriate categories.
• Communicate with the Asia team and relevant agents to confirm the status of mailed policies.
• Maintain the front desk and lobby area; manage conference room reservations and schedules.
• Distribute mail timely and forward important documents across locations.
• Coordinate holding and release of checks, marketing materials, or policy packages.
• Provide general administrative support and assist with special projects.
• Train and mentor newly hired front desk team members.
• Stay informed on company policies to answer internal and external questions.

Conocimientos

Communication

Organization

Time management

Bilingual English/Mandarin

Educación

High school diploma

Associate degree preferred

Herramientas

Microsoft Office Suite

Outlook

Word

Excel

Descripción del empleo

GENERAL FUNCTION / SUMMARY

The Administrative Assistant is the first point of contact for visitors and callers and plays a key role in maintaining a smooth and professional front office environment. This position is responsible for handling incoming communications, supporting internal teams with clerical and administrative tasks, and assisting with day-to-day office operations. The ideal candidate is organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.

MAJOR DUTIES AND RESPONSIBILITIES

• Greet guests with a professional and friendly demeanor, ensuring they are assisted promptly and connected with the appropriate team members.
• Answer incoming phone calls, directing them to the right contacts or taking accurate messages when needed.
• Notify agents, managers, or staff immediately when clients or visitors arrive.
• Enter new client and agent information into internal platforms (e.g., Inbound system) to support follow-ups and data accuracy.
• Input insurance policy details into AI and digital systems, ensuring accuracy and timeliness.
• Scan and save insurance policies and related documents into client folders under the appropriate categories (e.g., New Business).
• Communicate with the Asia team and relevant agents to confirm the status of mailed policies (sent and received).
• Maintain the cleanliness and organization of the front desk and lobby area to ensure a professional appearance at all times.
• Manage conference room reservations; coordinate room usage schedules and communicate availability clearly with coworkers.
• Ensure timely distribution of mail to internal departments and individuals.
• Scan and forward important documents to designated contacts across multiple office locations.
• Assist with outgoing mail or materials, ensuring accurate labeling and delivery.
• Coordinate holding and release of checks, marketing materials, or policy packages as instructed.
• Provide general administrative support to team members and management, including special projects and time-sensitive requests.
• Train and mentor newly hired front desk team members, sharing best practices, office protocols, and system procedures.
• Stay informed on company policies and updates to answer common internal and external questions.

BASIC QUALIFICATIONS

• High school diploma or equivalent; associate degree preferred.
• 1-2 years of experience in an administrative or front desk role.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel) and comfortable learning new systems.
• Strong communication skills, both verbal and written.
• Excellent organizational and time management skills.
• Ability to maintain confidentiality and exercise good judgment.
• Bilingual skills (e.g., English/Mandarin) is required.

WHO WE ARE

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.

WHY JOIN US

• Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
• Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.
• Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.
• Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.
• Impactful Work: Help individuals and families achieve financial security and generational wealth.

WHAT WE OFFER

• Competitive salary and benefits package.
• Opportunity to work in a collaborative and innovative environment.
• Professional development and growth opportunities.
• Pay starts at $18 -$22/hour based on experience.