Administrative Specialist I

#LI-JS1 #LI-Hybrid

Essential Functions and Primary Duties

• Perform essential tasks necessary to support internal team members in the quest of providing comprehensive retirement consulting, administration and/or actuarial services

• May assist in preparation and production of professional materials in Word, Excel and PowerPoint

• Provide administrative support such as scanning, copying, report binding, deliveries, mailings, etc.

• Manage incoming correspondence, including processing, logging, filing, and scanning

• Maintain office supplies, including purchasing and inventory

• May provide overall general office support related to operations, cleaning, and organizing

• May assist with account receivables

• May prepare and assemble mailings, including email blasts

• Additional responsibilities as assigned

   

Preferred Qualifications

• Bachelor's degree 

Minimum Qualifications

• High School Diploma or GED

• Zero to Two year of relevant work experience in the retirement planning industry

• Proficient use of applicable technology

• Advanced computer skills in Word, Excel, PowerPoint and Outlook

• Experience with digital data management/filing system is an asset

• Ability to manage multiple project and deliverable simultaneously

• Excellent written/verbal communication skills and use of grammar

• Excellent organizational skills and attention to detail

• Ability to adapt to a changing environment

• Ability to follow standard procedures

• Ability to work cooperatively with others

• Ability to build relationships and trust with internal and external clients and other key stakeholders