Administrative Assistant

National Life Group (NYC)
Full Time
Jericho, NY
Posted
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Job description
WealthBridge Financial Group is a rapidly growing boutique financial services firm (part of National Life Insurance Company, Montpelier, VT Est.1848) in search of a full-time Administrative Assistant to New Business and Firm Resources for our Jericho office. No experience is necessary. Full training will be provided. This is an in-office position.

As an assistant to this team, we are looking for someone who has strong communication skills and relationship skills and likes the flexibility of working for different departments. The assistant will also help advisors with New Business and Firm Resource. The assistant will ensure the office is running smoothly and efficiently.

The responsibilities of this role will include:
  • Answer phones and greet visitors
  • Schedule appointments and maintain calendars
  • Schedule and coordinate staff and other meetings
  • Collate and distribute mail
  • Prepare communications, such as memos, emails, invoices, reports, and other correspondence
  • Create and maintain filing systems, both electronic and physical
  • Ensure the office is equipped with all supplies needed.
  • Ensure new business is entered and processed
  • Follow up on applications and tracking
  • Ensure all applications in good order
  • Support agents and advisors
  • Ad-hoc projects for various departments
  • Assist in Marketing
Interested in learning more? We’d welcome a chance to speak with you.

National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT and its affiliates.

Richard Donado is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. (ESI). Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of ESI, Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, 212-661-1600. WealthBridge Financial Group and all other entities are independent of ESI.

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