Top 13 administrative assistant Jobs in west unity oh

Client Services Representative
EVERENCE —Archbold, OH
- Full-time
- Computer literacy
- Writing skills
- Mid-level
Quick Apply
5d
Sales Administrative Assistant
TRULAND Equipment —Archbold, OH
- Weekends as needed
- Dealership
- Residential
- High school diploma or GED
- Health savings account
- Paid holidays
Quick Apply
8d
Secretary/Receptionist
Hamdan Quality Roofing —Hudson, MI
- $14 - $18 an hour
- Part-time
- Google Workspace
- Microsoft Outlook
- Office
- Flexible schedule
Quick Apply
14d
Member Experience Coordinator
Midwest Community Federal Credit Union —Defiance, OH
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
5d
Receptionist / Administrative Assistant
Cronin Auto Family of Dealerships —Hillsdale, MI
- Part-time
- Background check
- Dealership
- Pass drug screening
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

Sales Administrative Assistant
TRULAND Equipment —Archbold, OH
Valid driver's license required. Accurately and timely process daily cash balancing for the location and making deposits at the appropriate financial…
Quick Apply
8d
Sales and Purchasing Administrative Assistant
Asama Coldwater Manufacturing, Inc —Coldwater, MI
Answers telephone calls, convey messages, and monitor flow of e-mails. Perform administrative duties, such as preparing sales budgets and reports, keeping sales…
$19.40 an hour
Quick Apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Office Administrative Assistant
Buckeye Ready-Mix, LLC. —Reynoldsburg, OH
Answer and route incoming calls, take messages, and respond to general inquiries. Knowledge of clerical procedures including recordkeeping and filing systems.
Quick Apply
2d
Executive Assistant
Nuvant Roofing —Reynoldsburg, OH
Handle incoming inquiries at the front desk, greet visitors warmly, and maintain a professional reception area.
$50,000 - $60,000 a year
Quick Apply
1d

Show more jobs in cities nearby

I want to receive the latest job alert for administrative assistant in west unity oh

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

administrative assistant jobs near west unity oh

Administrative Assistant jobs in Archbold, OH

Member Experience Specialist jobs in Brooklyn, Ny

Payroll Specialist jobs in Indianapolis, In

Member Experience Specialist jobs in Sioux Falls, Sd

No Experience Necessary Industrial Engineering jobs in Texas

Member Experience Specialist jobs in Big Sky, Mt

Member Experience Specialist jobs in Salina, Ks

Marketing No Experience jobs in California

Administrative Assistant jobs in Nampa, Id

Administrative Assistant jobs in Minneapolis, Mn

Administrative Assistant jobs in Longview, Wa

Administrative Assistant jobs in Mckinney, Tx

Medical Assistant jobs in Palm Coast, Fl

Administrative Assistant jobs in Sandy Springs, Ga

Administrative Assistant jobs in Southfield, Mi

Entry Level Administrative Assistant jobs in Austin, Tx

Surgical Assistant jobs in Dallas, Tx

Certified Nursing Assistant jobs in Georgia

Entry Level Laboratory Assistant jobs in California

Administrative Assistant jobs in Springfield, Oh

Client Services Representative

EVERENCE -
Archbold, OH

Quick Apply

Job Details

Full-time
5 days ago

Qualifications

Desktop applications
Productivity software
Technical Proficiency

Full Job Description

POSITION SUMMARY

Support the sales efforts of the associated Everence office. Provide technical expertise and clerical and administrative support for financial consultants. Deliver excellent customer service to current policyholders, members, prospects, and staff.

RESPONSIBILITIES AND DUTIES

Become proficient in using the Everence client database system (CRM) to effectively manage ongoing client data and office processes.
Acquire and maintain a strong working knowledge of all Everence investment and insurance products, paperwork, and the systems for processing workflow.
Prepare investment reviews.
Acquire and maintain a strong working knowledge of compliance regulations.
Attend scheduled team meetings and conference calls.
Perform other tasks such as: maintaining current product-related forms, photocopying, filing, scanning, faxing, constructing letters and memos, completing various mailings, answering phones, and adding documentation to the client database system (CRM).
Manage office details including (but not limited to): Gathering and submitting expenses, processing mail, ordering office supplies and materials, overseeing the shredding process, ordering snacks and drinks for client meetings, etc.

Provide sales assistance including:

Effectively manage customer inquiries and questions regarding various products and services.
Process and maintain various communication approvals through the Broker-Dealer compliance system.
Maintain current forms, investment materials, and compliance records.
Prepare and assemble materials needed for appointments or mailings.
Prepare applications and service request forms using an automated forms system (LaserApp, DocuPace).
Process and forward applications to appropriate departments and companies.
Monitor pending trades and account activity and send thank you letters when confirmations are received.
Provide updates and confirmations to the applicable Consultants whenever money movement processes occur. Send confirmations to clients as well.
Prepare correspondence and various client reports.
Stay current with announcements posted daily on Everence secure consultant website, as well as non-Everence product websites.
Set up and maintain client files in hard copy, database management system (CRM), and scanning system (OnBase).
Input client data using Financial Profiles software.
Schedule client appointments and answer phone calls.
Handle marketing and mailing projects as necessary.
Screen incoming calls and forward them to the appropriate consultant or representative.
Assist with other projects as assigned.

QUALIFICATIONS

Education:

Prefer at least two years of college or specialized training

Experience:

Prior experience in financial services or the insurance industry is preferred
A minimum of two years of administrative support experience preferred, including proficiency in using Microsoft Office software
Must have experience or aptitude to learn PC-based software programs

Skills and Abilities:

Personable: enjoys helping people; proficient with phone skills
Ability to take initiative; proven organizational skills; strong attention to detail
Exercises good judgment and displays a positive attitude
Problem-solving abilities
Sensitivity to confidentiality of information
Enthusiastically embraces the mission of Everence
Ability to handle multiple tasks and interruptions with efficiency, calmness, and courtesy
Ability to relate and communicate well with all contacts, internal and external
Ability to handle difficult situations with tact and diplomacy
Excellent communication skills including both written and verbal; good grammar and spelling skills
Ability to meet the public in a professional and friendly manner

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time

Quick Apply

Refine Your Search

administrative assistant jobs in west unity oh

Client Services Representative

Sales Administrative Assistant

Secretary/Receptionist

Member Experience Coordinator

Receptionist / Administrative Assistant

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for administrative assistant in west unity oh

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected