Experienced Administrative Assistant – Job Description
The Bailey Group (TBG) is the national leader in providing life insurance for small business loans and has doubled in size in each of the past few years. We are seeking an Experienced Administrative Assistant to join our small team and support the mission of helping small business owners nationwide like we have for over 20 years. This is your chance to play a key role in the future success of this fast-growing organization. This is an extremely high-paced office and we are looking for a candidate who can quickly get up to speed, is very detail-oriented, will work well with the team, is able to speak professionally, and can make an immediate and lasting impact.
Role description:
The Experienced Administrative Assistant will directly support the “concierge” team and play a critical role supporting applications for top clients. With responsibility for the day-to-day operational duties, the Experienced Administrative Assistant captures information for applications, maintains Salesforce records, responds to emails and phone calls and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner. We are seeking a self-motivated individual with strong attention to details, above-average communication skills, excellent organization, and great at following-up. There are many project opportunities, which have a direct impact on business growth. With strong performance, there is also opportunity to grow and take on more role responsibility. This role will ensure that they provide visibility and updates to management on their work, especially as priorities change. It is also important to have our new team member be someone we all enjoy working with.
Responsibilities include:
· Processing life insurance applications, entering lender/client data in Salesforce, communicating directly with lenders and clients, and preparing reports
· General office duties including responding to emails (with proper grammar and spelling), answering the phone, scheduling calls, taking notes, and keeping organized
· Tracking and completing several tasks concurrently (priorities can change daily), documenting activities, reporting on progress/status, and asking questions when needed
· Providing frequent progress updates on the status of all assignments (on both a daily and weekly basis)
· Handling miscellaneous operational activities/projects and performing other duties as assigned
· Maintaining client confidentiality and ensuring compliance with company’s Code of Conduct
A successful candidate will demonstrate:
· Delivery of high-quality work with strong detail orientation and diligently/accurately following processes
· Strong verbal, written, presentation, and interpersonal communication skills
· Intrinsic motivation, with a positive attitude and an extraordinary client service/relationship orientation
· Happy to jump in and help however needed with a sense of urgency and never says “that’s not my job”
· Eager to learn quickly, is not afraid to ask questions/clarifications, and interest to share ideas and improve processes after first fully-understanding the process
· A self-starter who works independently and as a team, is resourceful, and solves problems quickly
· Immediate responsiveness and an ability to confidently handle multiple tasks within tight time frames
· Ability to quickly adapt to changing priorities or direction
· Excellent organizational and time management skills
· Earns trust and demonstrates integrity with lenders/clients and the internal team
· Interest to stay in the organization long-term
Basic qualifications:
· Minimum of 3+ years as an Administrative Assistant, Sales Assistant, or Marketing Assistant with varying responsibilities
· Interest in and knowledge the financial planning and/or life insurance industries
· Proficient user of Microsoft Outlook, Excel, and Word
· Must be able to pass a drug test and federal and state background check
Preferred qualifications:
· Experience using Customer Relationship Management Software, preferably in Salesforce.
· Experience in the financial planning and/or life insurance industries
· BA/BS degree is preferred, but not required; plus to have degree in finance-related field from an accredited institution.
Additional information and next steps:
· This is a full-time position (40+ hour work week) available immediately working in the Tampa Westshore office.
· We are open to candidates re-entering the workforce.
· Compensation is initially $13.00/hour with potential for bonus/performance-based increase after 6 months.
· Comprehensive benefits (medical/dental, 401K, etc.) are available.
· Relocation assistance is not provided.
· Please submit your resume, cover letter, and a minimum of 2 references to be considered for a phone screen/interview.
Job Type: Full-time
Pay: $13.00 per hour
Experience:
- data entry: 2 years (Required)
- Excel: 1 year (Preferred)
- Customer Service: 2 years (Required)
- Salesforce: 1 year (Preferred)
- Project Management : 1 year (Preferred)
Education:
- High school or equivalent (Preferred)
Location:
- Tampa, FL (Required)
Work authorization:
- United States (Required)
Work Location:
- One location
Typical start time:
- 8AM
Typical end time:
- 5PM
Setting:
- Other
Ergonomic Workspace:
- No
Administrative Duties:
- Scheduling
- Answering and routing phone calls
- Managing social media
This Job Is:
- Open to applicants who do not have a college diploma
Schedule:
- Monday to Friday
- Day shift
- 8 hour shift
