Chaim David Neuman

Established insurance and financial practice is seeking a goal-oriented, self-motivated individual with strong communication and organizational skills. If you’re a self-motivated person, committed to providing phenomenal client service and thrive in a fast-paced environment, we invite you to apply! The Administrative Assistant will be responsible for maintaining office organization, managing agent/advisor travel, fielding phone calls/guest reception, and other general administrative duties as assigned. The candidate should demonstrate a high level of organization and attention to detail and must possess strong computer skills. • Coordinate travel arrangements (airfare, rental car, hotel, etc.) • Field telephone calls • Guest reception • Distribute mail/e-mail/fax/FedEx • Provide office support and organization (copying, filing, eFiling, scanning, faxing) • Managing office supplies/stationery • Maintain office equipment (fax, copier, postage, etc.) • General compliance administration for the office • Maintenance contracts/licenses/certifications and CE requirements • Prepare/submit industry applications/ recognitions • Maintain other professional membership forms/dues • Proficient in Microsoft Office (Word, Outlook, Excel) and willing to learn new computer systems • Must work well individually and as team player • Superior attention to detail with strong organizational skills • Ability to prioritize, multitask and thrive in a fast-paced environment • Excellent listening, oral, and written communication skills • Be ethical, have a positive attitude and maintain a professional appearance • Associates degree or equivalent • Two to four years of prior work experience • Investment and/or Life Insurance background (preferred) • Life/Health Insurance License (preferred) • Full time • Monday through Friday, 9 am – 5 pm