I need an Administrative Assistant
Budget: $250 – $750 USD
Our Newest Opportunity:
The Administrative Assistant will assist with general administrative duties and day to day office operations. There will be a range of key responsibilities so this is a great role for those who are flexible, have a "can-do" attitude, and who thrive in a fast-paced environment
Responsibilities:
Coordinate use of conference rooms; assist in set-up and clean-up of conference rooms for management and/or client meetings including coordination, selection
Provide administrative support to the Principal and others as requested to include:
Requesting information from clients such as census information
Creating and updating client checklists
Update CRM with policies, renewal dates, participants, premium, projections and documents
Request and follow-up on signatures from client for renewal when necessary
Create termination client vendor letters and follow through to make sure they are returned with signature and forwarded to the appropriate carrier(s)
Print and binding of client presentations as needed
Pulling reports from carrier websites as needed
Assist with set up of seminars (on and off site) and day of tasks as needed
Provide office management duties to include but not limited to:
Assist in review of service contracts on equipment from vendors
Assist in maintaining all office equipment to include copiers, shredders, postage machine, etc. Be sure all equipment is kept in working order and coordinate with vendors if issues occur
Assist staff in training of equipment when needed
Get and distribute mail on a daily basis.
Other projects as assigned by management.
The Administrative Assistant will assist with general administrative duties and day to day office operations. There will be a range of key responsibilities so this is a great role for those who are flexible, have a "can-do" attitude, and who thrive in a fast-paced environment
Responsibilities:
Coordinate use of conference rooms; assist in set-up and clean-up of conference rooms for management and/or client meetings including coordination, selection
Provide administrative support to the Principal and others as requested to include:
Requesting information from clients such as census information
Creating and updating client checklists
Update CRM with policies, renewal dates, participants, premium, projections and documents
Request and follow-up on signatures from client for renewal when necessary
Create termination client vendor letters and follow through to make sure they are returned with signature and forwarded to the appropriate carrier(s)
Print and binding of client presentations as needed
Pulling reports from carrier websites as needed
Assist with set up of seminars (on and off site) and day of tasks as needed
Provide office management duties to include but not limited to:
Assist in review of service contracts on equipment from vendors
Assist in maintaining all office equipment to include copiers, shredders, postage machine, etc. Be sure all equipment is kept in working order and coordinate with vendors if issues occur
Assist staff in training of equipment when needed
Get and distribute mail on a daily basis.
Other projects as assigned by management.