What are the responsibilities and job description for the Office Assistant position at Winged Keel Group?
Job Description
Job Description
Firm Summary :
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, Houston, New York, Richmond, San Francisco, Washington, D.C., Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary :
The General Office Assistant provides support to our Atlanta office by supporting the office with administrative tasks including assisting with calendar management, keeping the office kitchen tidy and stocked with snacks, copying, scanning, filing, and data entry. This role also includes helping oversee operational aspects to keep the office running efficiently.
Position Responsibilities :
- Calendar management in MS Outlook
- Manage supplies and office inventory
- Assist with entering detailed client information into our CRM database
- Binding marketing materials for client meetings
- Manage all issues related to office upkeep (working with building management to resolve any fixes in the offices, etc)
- Oversee office kitchen inventory and restocking
- Replenish paper in copy machines
- Maintain organization and cleanliness in office
- Manage sorting and distribution of mail
- Manage miscellaneous special projects
- Assist Atlanta staff as needed (e.g., data input, scanning, copying, etc.) to meet client need
Ideal Candidate Will Possess the Following :
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