Executive Assistant

Executive Assistant (This is an IN PERSON job in our Nampa, Idaho office space)

Executive Assistant Job brief

Our organization is looking for an organized, outgoing Executive Assistant. In this position, you will assist with a variety of clerical and administrative duties. These tasks include but are not limited to, greeting clients, answering phones, taking messages, managing email and mail correspondence, and calendaring. You may also assist with updating client files. Since you will be the first point of contact for the Sellin Advisor Group, we are looking for an individual who can maintain a professional appearance and demeanor at all times.

Duties and Responsibilities (include but not limited to):

• Answer phones and take messages
• Respond to emails
• Manage mail correspondence
• Greet clients and visitors
• Help maintain office calendar
• Perform data entry and filing tasks
• Manage inventory of office supplies and report to Office Manager
• Perform other clerical tasks as needed
• Professionally answer the main telephone line, screen and direct calls. Monitor main line voice messages.
• Meet and greet visitors as they arrive; advise appropriate staff member.
• Receive and distribute deliveries, incoming USPS mail, posting and delivery of outgoing mail daily.
• Manage phone system, including adding new lines, updating staff directory, special features and requests. Program phones for special greetings, including holidays or non-business hour greetings.
• Assist with admin travel, attending events, providing registration support as necessary. Other duties as assigned.

Requirements/ Qualifications / Skills:

• High school diploma or GED certificate
• At least 2 years administrative or clerical experience required
• Experience in the Insurance industry is a plus
• Computer proficiency
• Organizational and time management skills
• Basic math skills
• Calm and professional appearance
• Great “go getter” attitude
• Professional demeanor and excellent customer service abilities required.
• Excellent skills in the areas of organization, attention to detail, time management, ability to manage multiple tasks, define and set priorities and problem solve.
• Ability to take initiative with projects to work both independently and as a team member.
• Excellent verbal and written communication skills. Proficiency in Microsoft Office (Outlook, Word, Excel).
• Proficiency in ClickUp is a plus

The Executive Assistant will serve as the company’s receptionist and provide administrative support to the Admin Department, as well as other departments when needed. S/he will provide excellent customer service while maintaining discretion and confidentiality.

This position reports to the Executive and the Office Manager.

This list of essential responsibilities and requirements is not intended to be exhaustive. Sellin Advisor Group reserves the right to revise this job description as needed to comply with actual job requirements.

Work Hours:

Full Time Position.

Monday-Friday 8am-5pm (1 hour lunch break)

Pay & Benefits:

$18-$22 an hour DOE

Benefits include:

-401(k)

-Life Insurance

-Short Term Disability & Long Term Disability

-Tuition reimbursement for Insurance License after 6 months of employment.

Starting:

We are looking for a highly responsible and friendly individual to join our team 40 hours a week. Our offices are in Downtown Nampa. 1105 2nd St. S Nampa Id 83651 Suite 113 - 114.

Base Wage: $18-$20 /hour depending on experience.

Who we are:

John Sellin, President of Sellin Advisor Group is a financial advisor and wealth manager to local clients. John is also the Managing Partner of The Pinnacle Group, an Insurance Markerting Organization. He serves as their West Coast Advance Planning Consultant bringing he and his Father's 75 years of financial advisement experience to other advisors and their clients.

At our local office, Callista Sack is our office and client service manager, insuring business is completed for our West Coast advisors.

Sellin Advisor Group was founded in 1983, with a vision of mutually supportive independent producers coming together on a regular basis to share new ideas and successful business practices.

It’s with that goal in mind that Sellin Advisor Group decided to partner with The Pinnacle Group in 2018, serving as the company’s Western branch. A creative strategy and marketing firm specializing in revenue growth for the financial services industry. The Pinnacle Group’s core values strongly align with our own—and that, in turn, strongly fueled our desire to partner with them.

This partnership allows us to better provide our advisors with a wider range of tools and resources that can be used to help further clients’ financial goals. From a marketing team to a robust Practice Management Portal, to an experienced advanced planning team, these benefits will help enhance the services our advisors can provide while still allowing them to work directly with the Sellin Advisor Group. Through all of this, President of Sellin Advisor Group, John Sellin, remains at the forefront of everything the Sellin Advisor Group does and continues in their quest of developing innovative and creative planning strategies.

For more details visit our website: https://sellinag.com/

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Paid time off
• Tuition reimbursement

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• Microsoft Office: 1 year (Required)
• Administrative: 2 years (Required)

Language:

• English (Required)

License/Certification:

• Life Insurance License (Preferred)

Ability to Relocate:

• Nampa, ID 83651: Relocate before starting work (Required)

Work Location: In person

Salary : $18 - $22