Administrative Assistant

Description

Title: Administrative Assistant

Assignment Type: Full-time (37.5 hours/week)

Duration: Initial 1-year assignment with potential for long-term extension

Key Responsibilities

Shared Mailbox Management

• Serve as gatekeeper for a high-volume departmental mailbox
• Review incoming emails and route to appropriate team members
• Log and manage onboarding documents from brokers into workflow system
• Use Adobe tools to separate/combine documents for workflow integration

Service Area Support

• Log returned mail and checks into workflow system; distribute to service analysts
• Maintain DataCap program for indexing correspondence into document
• management system
• Check, distribute, and log voicemails from the 800 line
• Download and forward daily outbound mail to IST Group for mailing

New Business/Sales Area Support

• Review annuitant benefit documents daily to ensure accuracy of amounts and dates
• Record and update “Won Cases” from New Business Activity Sheet in WIP
• Update Broker Directory on a weekly/monthly basis
• Assist with miscellaneous administrative projects as needed

Qualifications

• Industry Background: Open to candidates from any industry

 Preferred Skills:

• Strong multitasking ability
• Proficiency with document management systems and Adobe tools
• Exclusions: Candidates with primarily customer service backgrounds (e.g., call center or front desk) are not ideal, as this role is strictly internal