18 days old

Administrative Services Manager

Advisor Group
Seattle, WA 98104
  • Job Code
    00923005289
Brokerage Operations Opportunity in Financial Services

Administrative Services Manager

Location: ALL LOCATIONS & REMOTE

INTERNAL APPLICANTS: All qualified internal applicants, irrespective of location, will be considered for all internally posted roles at this time. Compensation range displayed in internal postings is the national average, and compensation decisions will be employee-location based.

Summary:

We have an opportunity for an Administrative Services Manager within Highland Capital Brokerage, a member of Advisor Group. This position will serve as the Operations partner for Signature Distribution and support the Managing Directors and Signature VP's. Responsibilities will include but not be limited to, providing administrative support, collecting, analyzing, and presenting data. Will utilize exemplary written and verbal communication skills to provide general assistance in a variety of different functions and projects. In addition, the role will be responsible for the support of the firm's local Field office needs, ensuring the maintenance of a professional work environment for all staff and visitors.

Responsibilities:

Collect, Analyze, and Present Data:

  • Demonstrate strong, pro-active communication skills to ensure that data compiled satisfies the requirements of the requestor
  • Provide clear and concise updates at regular intervals on all pending requests
  • Create and develop presentations and/or marketing packages as needed
  • Work independently and within a team on special, non-recurring and ongoing projects, drawing in other resources from within the company as needed
  • Design general correspondences, memos, invoices, charts, business plans, et cetera
  • Utilize multiple internal reporting systems to retrieve data to be combined and presented as requested

MONITORING AND COMMUNCIATION:

  • Communicate directly with internal customer, understanding their needs and improving their experience
  • Offer clerical support to Managing Directors
  • Onboard new agents and facilitate the onboarding of new VP's
  • Coordinate meetings and webinars as requested by the Managing Directors
  • Ability to collaborate with various departments and use exemplary organizational skills to track progress and keep large amounts of information organized

Maintain a Professional Work Environment:

  • Log, sort, and process incoming mail, faxes, and package deliveries
  • Perform general office duties such as ordering supplies, answering phones, watering plants, minor common-area clean-up, etc.
  • Greet visitors in a highly professional and friendly manner
  • Keep office machines/ supplies adequately stocked, initiate equipment service calls as needed
  • Assist in troubleshooting safety, service, operational, and IT issues in attempt to resolve them prior to the involvement of additional resources
  • Serve as primary contact for Property Management and facility needs for Seattle and Phoenix locations. Act as contact for anything related to the office including, but not limited to, lease, facility closures, COVID response, etc.
  • All other duties as assigned

Education Requirements:

  • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered

Basic Requirements:

Experience:

  • 2-5 years of work experience in an administrative/office management role
  • 2+ years of experience in a Life Insurance General Agency insurance environment
  • Prior experience with iPipeline suite of products, Including Agency Integrator and CRM
  • Intermediate knowledge and experience using Power BI to track and analyze business data
  • Ability to create Surveys, Polls and summarize data using Survey Monkey

Computer Skills:

  • Advanced skills with Microsoft Excel, including ability to create macros, pivot tables, charts, formulas, and analyzing data
  • Proficient with Microsoft Office Suite including planning meetings, creating, scheduling and delegating tasks, sharing and configuring calendars
  • Ability to work effectively within multiple web browsers
  • Business writing skills - Intermediate level
  • Able to learn new technology as needed
  • Ability to train others on in house proprietary technology/programs including CRM

Soft Skills:

  • Exemplary communication skills, both written and verbal
  • High level of interpersonal skills to handle sensitive information and communicate effectively with individuals of various personality-types
  • Self-motivated and able to work pro-actively for best results
  • Able to work well with others as team- both in person and in a virtual environment
  • Strong Problem-solving skills
  • Strong sense of accountability and follow-up
  • Ability to multi-task effectively
  • Concentration despite interruption
  • Detail oriented
  • Multitasking and project management






Posted: 2020-10-05 Expires: 2020-11-03
Sponsored by:
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Sponsored by:
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Administrative Services Manager

Advisor Group
Seattle, WA 98104

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