What are the responsibilities and job description for the Administrative Assistant position at The Coyle Company?
The Coyle Company is a boutique life insurance planning firm that specializes in designing and managing sophisticated life insurance portfolios that help ultra-affluent families distribute their wealth as they intend. As the Administrative Assistant, you play a vital role in helping execute the sales and marketing efforts of the company while providing essential administrative support to ensure the smooth operation of the office. This dynamic position requires a proactive individual who can handle a diverse range of tasks, from assisting in the creation and execution of marketing materials to managing day-to-day administrative duties. This professional is a crucial team member, contributing to both the growth of the business and the efficiency of the office while ensuring a superior experience for our clients. If you are a motivated and versatile individual with a passion for sales, marketing and administrative support, we encourage you to apply for this exciting opportunity.
RESPONSIBILITIES
• Organize and schedule appointments, meetings, and help maintain calendars for Sales and Marketing team.
• Update and maintain the CRM system and other databases with accurate information about prospects, clients, marketing and sales activities
• Help plan and execute marketing events and campaigns that promote the Company’s brand
• Help create, write, edit, publish and distribute engaging and informative content such as presentations, case studies, social media posts and other marketing materials that showcase the Company’s value proposition
• Prepare internal meeting agendas, take meeting minutes, and coordinate logistics such as room or online meeting setup
• Assist with the preparation of regularly scheduled reports, and research and compile information for presentations
• Arrange and coordinate all aspects of business travel
• Help prepare, submit and reconcile monthly expense reports for Sales and Marketing team
• Follow up, prepare and distribute meeting memos and/or any follow-up correspondence
• Responsible for managing all aspects of Corporate and individual life insurance agent licenses and appointments with insurance carrier contracts/appointments
• Answer and direct phone calls, greet visitors, receive and distribute mail and packages
• Ensure the reception area and conference rooms are maintained in a clean and orderly manner.
• Act as liaison to building management company
• Order and replenish office and general supplies
• Provide administrative support to other associates of the organization as needed.
• Special Projects and other duties as requested by the Leadership
Requirements
• Bachelor’s degree with 2 years relevant experience, preferably in wealth management/financial services
• Proficiency in Microsoft Office Suite, PDF software, and CRM database systems
• Experience working in email marketing software and graphic design software is advantageous
• Excellent verbal and written communication skills with editing abilities
• Strong sense of urgency and accountability; results oriented
• Team player; puts success of team ahead of self
• Adaptable, proactive and able to identify opportunities to support other team members
• Deep desire to create an unmatched client experience that includes listening, engaging and acting for their benefit.
Benefits
The Coyle Company supports all team members through a comprehensive suite of benefits and perks, including:
- Competitive salary
- Medical
- Dental
- Disability
- Life
- 401k with match
- HRA
- Hybrid work schedule
- Community engagement/volunteer opportunities
- Professional development opportunities
The Coyle Company is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. We believe strongly in fair hiring practices and in creating a welcoming environment for all team members. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Diversity drives innovation; inclusion drives success. We believe a multitude of approaches and ideas enable us to deliver the best results for our workforce, workplace, and clients.
The Coyle Company is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment and activities.
Disclosures
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. The Coyle Company is independently owned and operated. The Coyle Company is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Check the background of this firm and/or investment professional on FINRA’s BrokerCheck
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
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