Administrative Assistant, Sales Support (Bilingual in Chinese)

GENERAL FUNCTION / SUMMARY

The Administrative Assistant, Sales Support provides administrative, operational, and customer service support to the assigned regional office. Responsibilities include coordinating seminars and events, maintaining office organization, handling incoming communications, and assisting with various administrative functions. The ideal candidate is organized, service-oriented, detail-oriented, and able to manage multiple priorities in a fast-paced environment.

 

MAJOR DUTIES AND RESPONSIBILITIES

• Greet visitors, clients, and agents in a professional and friendly manner and direct them to the appropriate staff members.
• Answer and route incoming phone calls, take messages, and respond to general inquiries.
• Maintain a professional and organized office environment, including reception, conference rooms, and common areas.
• Assist with ordering and maintaining office supplies and materials.
• Provide general administrative support to regional leadership and office staff.
• Provide administrative support to affiliated agents and assist with day-to-day operational requests.
• Follow up with agents and clients regarding outstanding requirements and documentation.
• Coordinate regional seminars, workshops, training sessions, and company events.
• Assist with event registration, venue preparation, materials coordination, supply ordering, and attendee communications.
• Support virtual and in-person training sessions, including training video replays and meeting logistics, etc.
• Perform other duties and special projects as assigned.

 

BASIC QUALIFICATIONS

• Associate's degree.
• Minimum one (1) year of administrative, customer service, office support, or related experience.
• Experience supporting sales teams, financial services, insurance, or professional services environments is preferred.
• Strong verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and comfortable learning new systems and technology platforms.
• Ability to maintain confidentiality and exercise sound judgment.
• Bilingual in English and Mandarin.
• Ability to work occasional evenings or weekends to support seminars, training events, and regional activities.

 

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