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Posted: Thursday, August 17, 2017 8:53 PM

Ref ID: 00410-9500724313Classification: Secretary/Admin AsstCompensation: $20.00 to $25.00 per hourOur Administrative Assistants have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication; administrative and organizational skills; and the ability to maintain a realistic balance among multiple priorities. They will have the ability to work independently on account processing, from creation to implementation, must be able to work under pressure, and to handle a wide variety of activities and confidential matters with discretion. They help our agents make a difference in the lives of countless people by being highly-trained customer service professionals responsible for handling new business sales processing and administrative support functions. They strive to provide best-in-class service to our agents and clients by making every service experience a positive one. They are customer focused, accountable, efficient and engaged professionals who are dedicated to, and guided by, a commitment to service excellence. Roles and Responsibilities Completes a broad variety of administrative tasks including: composing and preparing correspondence that is often confidential; pre-filling forms and arranging complex documents; keeping accurate records of notes and work completed; and pipeline management in CRM software Prioritizes and follows up on incoming issues and concerns, including those of a sensitive or confidential nature. Determines appropriate course of action, referral, or response, and when unsure, seeks appropriate guidance before proceeding Works closely and effectively with team members and clients to keep them well informed of upcoming commitments, responsibilities, and following up to meet crucial deadlines Successfully completes detail-oriented, confidential deliverables and coordinates underwriting requirements for Life, DI and securities products, including new applications, client medical exams, financial records, motor vehicle reports, contract changes and informal inquires Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows-through to successful completion, often with deadline pressures Maintains discretion and confidentiality in relationships with all firm's advisors, vendors and clients Adheres to, and helps maintain records in alignment with industry compliance standards and applicable federal regulations Helps maintain the aesthetics of the office Enhances the customer experience through maintaining a positive attitude and committing to address concerns in a timely, sensitive manner whether in person, over the phone, or via emailNecessary Qualifications Able to pass a stringent background check Rigorous organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Strong interpersonal skills with the ability to build relationships with many different personality types, including staff, advisors, vendors, clients and centers-of-influence Expert-level written and verbal communication skills Demonstrated proactive approaches to problem-solving with strong decision-making capability Highly resourceful, reliable team-player, with the ability to also be extremely effective independently Proven ability to handle confidential information with discretion, Adaptable to various competing demands, and demonstrate the highest level of client service and response time Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment Forward looking thinker, who actively seeks opportunities and proposes solutions Experience and interest in internal and external communications, partnership, and development Proficient in Microsoft Office (Outlook, Word, Excel, and PowerPoint), Adobe Acrobat, Google Drive and Social Media web platforms Desired Qualifications Bachelor's Degree, or AA + 1-year experience, or proven long-term work experience in an office environment Audio and video editing for in-house marketing projects and podcast production Current Washington State Life and Health Insurance Licenses Current securities licenses, or interest in obtaining securities licenses How to Apply If you have the required experience and are available to start working immediately, please email your resume in WORD FORMAT to [Click Here to Email Your Resume]. I look forward to hearing from you!OfficeTeam is the world's leader in professional staffing for office support jobs, focusing exclusively on the temporary and temporary-to-full-time placement of professionals in the administrative field. We are faster at finding you work because of the depth of our client network. Specifically, our professional staffing managers connect with thousands of hiring managers in North America every week to find your office support job opportunities. We evaluate all of our OfficeTeam temporaries' skills and match them with the needs of top employers in their area.Apply for this job now or contact us today at 888.981.6731 for additional information. All applicants applying for US job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. (C) 2017 OfficeTeam. A Robert Half Company. An Equal Opportunity Employer M/F/Disability/Veterans.By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.


• Location: San Francisco

• Post ID: 79080363 sf is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017