Administrative Assistant

Requirements

• 2+ years administrative experience, preferably in financial services.
• Strong knowledge of Microsoft Office, Redtail, and document management platforms.
• Familiarity with NetX360, DST Vision, OneView is preferred.
• Excellent communication and time management skills.
• Strong organizational skills and attention to detail.
• Ability to maintain confidentiality and handle sensitive information.
• What AmeriLife Offers
• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
• Equal Employment Opportunity Statement
• Americans with Disabilities Act (ADA) Statement
• Pay Transparency Statement
• Background Screening Statement

Benefits

Additional Information

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary We are seeking a proactive and detail-oriented Administrative Assistant to support a Financial Advisor practice. This role is critical in maintaining daily office operations, delivering exceptional client service, and ensuring efficient processing of financial tasks. The ideal candidate is organized, dependable, and experienced in handling sensitive financial data with discretion. Job Description Summary of Responsibilities: The Administrative Assistant will support the Financial Advisor in the following key areas: Client Service Support: Assist with phone screening, form completion, client updates, appointment scheduling, and guiding clients through transactions like 401(k) rollovers and distributions. Office & File Management: Maintain physical and electronic filing systems, manage office supplies and mail, and ensure the office remains organized and compliant. Data Entry & Reporting: Enter and update client information in Salesforce, produce financial reports, and maintain accurate documentation of client interactions. Marketing & Events: Coordinate monthly mailings, manage marketing materials, help organize client events, and assist with client communications. Technology & Systems Use: Utilize platforms such as Redtail, NetX360, OneView, and DST Vision for data tracking, document management, and client access support. Administrative Tasks: Support correspondence, scanning, faxing, document filing, check deposits, and lunch coordination for meetings.

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