Administrative Assistant

National Financial Network | Allentown, Pennsylvania

Overview

The Agency Generalist provides overall administrative support to the business. The generalist is expected to consult and coordinate with NFN-Allentown team members on all aspects of their activities and responsibilities.

Critical factors of success for the generalist include:

o A trusted partner of the team

o A "can-do" mindset

o Fosters collaborative relationships between individuals and functional areas within the organization & team

Responsibilities…

Business Management

o Scheduling & prepping materials for onboarding new clients

o Managing the meeting process for new clients

o Managing new daily & monthly calendars

General Administration and Facilities

o Answer & direct phone calls

o Manage Underwriting for New Business

o Organize and schedule vendor meetings and appointments

o Maintain contact lists

o Produce & distribute correspondence, memos, letters, faxes

o Maintain filing system

o Reception relief & coverage

The above includes most significant duties performed. However, other work assignments not mentioned are assumed to be included. Management may in its sole discretion assign and/or reassign duties and responsibilities at any time.

Our Expectations…

A successful Agency Generalist will:

o Professional presence

o Ability to multi-task and keep good time management in a fast-paced agency environment

o Tact, good judgment, and the ability to communicate effectively both verbally and in writing

o Must be able to keep sensitive information confidential

o General computer skills – Microsoft Business Suite

o Must be detail oriented and well organized

You are able to…

o Think analytically

o Focus on detail

o Demonstrate self-assuredness

o Collaborate with others

o Demonstrate business knowledge

o Demonstrate initiative

Education/Experience

o College or business school degree preferred – not a must

o Insurance industry experience a plus

Who we are…

Established in 1951, National Financial Network (NFN) is an established financial services firm that has provided comprehensive personal, business and corporate financial strategies for over 71 years.

As a member of The Guardian Network, we have access to a suite of top of the line protection products and a rich heritage of promises kept since 1860. Since we are not obligated to use any one company's products over another, our clients' needs come first.

OUR VISION To cultivate a collaborative environment that empowers the ambitious to achieve their utmost potential.

OUR MISSION Empowering Excellence with Integrity: National Financial Network provides unparalleled service by uniting financial professionals, with leading technology, and personalized attention to enduring relationships.

Committed to the highest ethical standards, we offer exceptional guidance and support leading towards financial success and well-being.

OUR VALUES Believe in what you do, do what you believe: We help people. We never stop learning. We have fun.

Please visit us at or National Financial Network on LinkedIn to learn more about us

Job Types: Full-time, Part-time

Pay: $42, $54,856.05 per year

Expected hours: 30 – 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: Hybrid remote in Allentown, PA 18104