We are looking for a responsible Administrative Assistant at our West Allis, WI office to perform a variety of administrative and clerical tasks. Duties of the Administrative Assistant include providing support, assisting in daily office needs, and managing our company's general administrative activities.
Location: West Allis, WI; In-Office
Pay: $16-$18 / hour
Responsibilities:
Appointment setting - Existing clientele/leads provided by Representative
General clerical duties
Office maintenance and stocking
Answer incoming calls and retrieve messages
Maintain communication with home office and regional office
Coordinate incoming and outgoing mail
Client Management System Coordination- Assist in gathering information in CRM system for client and product notes. Gather other relevant client information for communication.
Monitor and coordinator dashboard tasks
Develop and maintain a filing system
Maintain contact lists
Provide general support to visitors
Client communications - Appointment reminders, special occasion communications, appointment follow-ups
Social media and marketing assistance
Local community involvement and coordination
Skills:
Knowledge of office management systems and procedures
Proficiency in MS Office (MS Excel and MS PowerPoint, in particular)
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
About Us:
Since 1883, we've been focused on securing futures with financial guidance and products. Representatives provide financial products to help members protect their families and their futures.
These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact.