Administrative Assistant

Job Description:

Administrative Assistant to the Underwriting team
Our client is an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment accounts. They are a fast-growing company based in New York City and are looking for motivated, agile, and detail-oriented individuals to help them build and scale the organization.

Location: Mid-town Manhattan
This role is in the office 5 days a week.
3-4 YEARS OF EXPERIENCE in the LIFE INSURANCE INDUSTRY or the MEDICAL FIELD (medical administrative assistant, transcriptionist, medical secretary, office coordinator)

• Organized and reliable: able to organize, prioritize, manage, and meet timelines on multiple tasks and requests contemporaneously
  
• Exceptional Detail and Process Orientation: able to follow processes and identify data and formatting errors, and missing information
  
• Exceptional oral and written communication with strict adherence to the Firm's writing fundamentals
  
• Ability to anticipate issues and communicate quickly and effectively
  
• Ability to work in a fast-paced environment, under pressure, and meet deadlines
  
• Bachelor's degree preferred
  
• Proficient in Word and Excel
  
  Responsibilities
  
• Help maintain all filing systems.
  
• Enter all information required by the underwriting team.
  
• Update and maintain CRM Database (including adding or making sure Meeting Notes and correspondence are added)
  
• Liaise with other departments to ensure all materials are completed in a timely manner.
  

  Requirements:

• Proven experience as a support Administrative Assistant, Virtual Assistant, or Office Admin Assistant (at least 3 years)
  
• Knowledge of office management systems and procedures
  
• Working knowledge of office equipment, like printers and fax machines
  
• Proficiency in MS Office (MS Outlook, MS Excel, and, MS PowerPoint)
  
• Excellent time management skills and the ability to prioritize work
  
• Attention to detail and problem-solving skills
  
• Excellent written and verbal communication skills
  
• Strong organizational skills with the ability to multi-task
  
• College or High School degree; additional qualification as an Administrative Assistant or Secretary will be a plus