Senior Administrative Assistant

Location Designation: Hybrid - 3 days per week 

 

Business Unit Overview:

Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office Team responsible for strategy, finance, administration, standards, training, marketing, and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, and select cultural markets. Agents sell life insurance, annuities, and long-term care insurance products, as well as mutual funds.

 

Role Overview:

In this role, you will provide essential administrative support to the Agency’s leadership team, particularly Zone Officers. Responsibilities include answering inquiries from Managing Partners and recruiters, managing calendars, and making travel arrangements. You will also process travel expenses, reconcile credit card statements, and prepare various documents such as presentations and spreadsheets. Additionally, you will handle onboarding paperwork, manage recruiter performance data, and assist with meeting planning logistics. As a secondary security liaison, you will help ensure the safety and operational efficiency of the office.

 

What You'll Do:

• Answer inquiries from Managing Partners and recruiters
• Maintain calendar for Zone Officers
• Coordinate air, rental car, and hotel arrangements for Zone Officers’ company-related travel
• Prepare and process travel expenses through the SAP System
• Reconcile Amex credit card statements with travel expense reports
• Prepare correspondence, presentations, and spreadsheets as needed for multiple Zone Officers
• Handle processing for new employees, resignations, promotions, and transitions of agents
• Track recruiter performance data and prepare monthly spreadsheets
• Secondary security liaison for the office
• Analyze data, create trends and spreadsheets, and present to executives 

 

What You'll Bring:

• Bachelor’s Degree preferred
• Minimum of 1-5 years industry experience
• Proficient in Word, Excel, and PowerPoint
• Knowledge of SAP
• Must be a self-starter, detail-oriented, and a team player
• Must be able to prioritize responsibilities
• Must have excellent organizational and customer service skills, including strong telephone and written communications skills

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Pay Transparency

Salary Range:  $60,000-$80,000 

Overtime eligible: Nonexempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

 

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.