Administrative Specialist

General Responsibilities:

The responsibility of the Administrative Support position is to serve as the primary contact for customers and policy owners and assist with work as needed. Specific responsibilities include but will not be limited to:

· Greet visitors and direct them appropriately.

· Answer, screen and record telephone calls.

· Maintain telephone system and agency directory.

· Process incoming and outgoing mail; deliver outgoing mail to Post Office.

· Ensure the lobby and front desk area is always neat and presentable. Maintain the appearance of other office areas including the break room, conference rooms, and mail area.

· Make copies, send and distribute faxes and maintain copy and fax machines.

· Maintain office equipment including mail machine and kitchen appliances. Phone for equipment maintenance when applicable. Schedule service pick up.

· Maintain inventory and order office supplies as needed.

· Answer basic policy owner/policy benefit questions.

· Act as administrative support for financial representatives/staff as needed.

· Cross-train in other support roles.

· Assist with processing and logging of investment checks and orders.

· Log checks, orders and securities certifications.

· Assist with new hire set up.

· Maintain adequate security and safety procedures.

· Log monthly representative charges.

· Assist with new computer set-ups and upgrades.

· Complete and/or assist with projects as assigned by the Office Manager/Director of Operations.

Additional Responsibilities for Marketing Coordinator Role:

· Extend a warm and professional welcome to clients and visitors, creating a positive first impression.

· Coordinate conference room availability and private office space in advance for advisors with in-person meetings.

Qualifications:

It is recommended that this position has the following qualifications:

· Basic computer and Microsoft Office experience

· Customer service experience strongly preferred.

· Ability to handle detailed work with high degree of accuracy.

· Excellent interpersonal skills and a welcoming personality

· Experience in problem-solving.

· High level of organizational skills

· Excellent written and oral communication skills

· Ability to take independent action to make sound decisions.

· Ability to be flexible and open-minded.

Job Type: Full-time

Pay: $32,000.00 - $40,000.00 per year

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Commute:

• Pittsford, NY 14534 (Required)

Ability to Relocate:

• Pittsford, NY 14534: Relocate before starting work (Required)

Work Location: In person

Salary : $32,000 - $40,000