Administrative Assistant

Location: Roseville, CA

Employment Type: Part-Time (25-30 hours/week), with opportunity to transition to full-time based on performance and business needs.

Industry: Life Insurance Services

We are a dynamic financial planning agency seeking a reliable and proactive Administrative Assistant to support our team of agents. This role is ideal for someone who thrives in a fast-paced environment, enjoys client interaction, and is eager to grow with our company. As a key team member, you'll handle administrative tasks, client servicing, and operational support to ensure smooth operations and exceptional client experiences. Russian-speaking candidates are strongly encouraged to apply, as this skill will be valuable for serving our diverse client base.

• Manage calendars for multiple agents, including scheduling meetings, sending reminders, and resolving conflicts to optimize productivity.
• Provide client servicing, including responding to inquiries, processing premium payments, and assisting with policy-related questions.
• Support underwriting processes for life insurance applications by gathering necessary documentation, filling out paperwork, and ensuring compliance with guidelines.
• Offer hospitality to clients during visits or virtual interactions, such as preparing materials, coordinating refreshments, and creating a welcoming environment.
• Perform general administrative tasks, including data entry, filing, and maintaining organized records using Microsoft Office 365 suite (Word, Excel, Outlook, Teams).
• Collaborate with agents to streamline workflows, proactively identify and resolve issues, and contribute to team efficiency.

• Fluent in Russian (spoken and written) to effectively communicate with clients.
• 1-2 years of experience as an Administrative Assistant or in a similar support role.
• Proficiency in Microsoft Office 365; experience with calendar management tools like Outlook is a plus.
• Quick learner with strong organizational skills and attention to detail.
• Self-starter who takes initiative on tasks, anticipates needs, and works independently or collaboratively.
• Excellent communication skills, both verbal and written, with a customer-focused mindset.
• High school diploma or equivalent; associate's degree in business administration preferred but not required.

• To apply, please send your resume and a brief cover letter highlighting your relevant experience.
• We are an equal opportunity employer and value diversity in our team.