What are the responsibilities and job description for the Administrative Assistant position at Financial Seminar Services?
Job description:
We are seeking a dedicated and detail-oriented Full-Time Administrative Assistant to provide vital support to our leadership team. This role requires exceptional organizational skills, a keen eye for detail, and a proactive approach to problem-solving.
About Us
We are a marketing company located in North Houston, specializing in serving financial advisors, insurance agents, and wholesalers. If you are an enthusiastic, outgoing, and self-motivated individual, our company offers an excellent opportunity to grow your career and broaden your professional knowledge.
What We’re Looking For
The ideal candidate will have a positive attitude, outstanding oral and written communication skills, and a strong sense of punctuality, reliability, and efficiency. If you bring prior administrative experience and are interested in advancing into a sales role, we’d love to meet you!
Key Responsibilities
- Accurately enter data into software systems to support the operations department.
- Assist the sales team in finalizing seminar campaign order details by effectively communicating with clients via phone or email.
- Simultaneously manage and oversee 60 seminar campaigns each month, from order receipt to product delivery.
- Establish and nurture strong, lasting relationships with customers by actively listening to their needs, addressing concerns, and providing personalized support.
- Serve as the primary liaison between clients and sales representatives, managing customer relationships and ensuring seamless communication.
- Thrive in a fast-paced environment while working alongside a team of professional salespeople in a clean, professional office setting.
- Enter and monitor all seminar campaign data within the business management system; experience with CRM or ERP systems is a plus.
- Perform additional tasks as assigned.
Required Skills and Qualifications
- Education: Bachelor's degree (Preferred).
- Technical Skills: Solid computer skills with experience in Microsoft Word, Excel, and Office filing systems. Ability to learn new software quickly and solve common technical issues.
- Personal Attributes: Strong focus, ability to work under tight deadlines, and excellent interpersonal skills.
- Experience: Marketing, direct mail, financial, or insurance industry experience is a plus (but not required).
- Communication: Strong speaking skills, including the ability to present information confidently and engage in meaningful conversations. Skill in drafting clear, coherent, and persuasive written messages. This includes emails, reports, presentations, and any other forms of written correspondence.
- Availability to travel up to 25% of the time is preferred.
Benefits
- Competitive Base Salary
- Annual Bonuses
- Two Weeks Paid Vacation on the first full year
- Health/Dental/Vision/Life Coverage
- Paid Holidays