Administrative Assistant
USI Insurance Services
General Description: Responsible for performing clerical tasks and providing administrative support to USI Consulting Group Practices.
Responsibilities:• Provide administrative support to ensure efficient operation of the office.• Support general business operations. Includes preparing and editing presentations and proposals.• Answer and direct phone calls and distribute messages to appropriate staff.• Manage incoming and outgoing mail. Includes sorting, stamping, and distributing.• Maintain electronic filing document tracking systems and client databases.• Assist with monthly billing process.• Assist with managing calendars and appointments for team members. Includes scheduling meetings and updating calendars. • Coordinate travel arrangements as needed. • Coordinate client meetings as directed.• Manage inventory of supplies. Includes ordering, confirming accuracy of delivery, unpacking, and organizing.• Complete special projects as requested. Includes participant mailings, research projects, and marketing assistance.
Knowledge, Skills and Abilities:• Associate degree in mathematics, business, finance, accounting, or equivalent experience preferred.• Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.• Strong attention to detail.• Excellent time management skills and ability to multitask and prioritize work. • Strong verbal and written communication skills.• Professional demeanor and reliable.• Ability to work well in a busy, team environment.
Responsibilities:• Provide administrative support to ensure efficient operation of the office.• Support general business operations. Includes preparing and editing presentations and proposals.• Answer and direct phone calls and distribute messages to appropriate staff.• Manage incoming and outgoing mail. Includes sorting, stamping, and distributing.• Maintain electronic filing document tracking systems and client databases.• Assist with monthly billing process.• Assist with managing calendars and appointments for team members. Includes scheduling meetings and updating calendars. • Coordinate travel arrangements as needed. • Coordinate client meetings as directed.• Manage inventory of supplies. Includes ordering, confirming accuracy of delivery, unpacking, and organizing.• Complete special projects as requested. Includes participant mailings, research projects, and marketing assistance.
Knowledge, Skills and Abilities:• Associate degree in mathematics, business, finance, accounting, or equivalent experience preferred.• Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.• Strong attention to detail.• Excellent time management skills and ability to multitask and prioritize work. • Strong verbal and written communication skills.• Professional demeanor and reliable.• Ability to work well in a busy, team environment.
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