Job Details

Job Position: Administrative Assistant

Location: Fargo, ND 58104

Salary Range: $20/hr - $24/hr DOE; monetary bonus paid upon completion of Life and Health Insurance License

Hours: Monday - Friday and offers flexibility of part-time or full-time hours, but must work mornings and be in the office by 8:30am

Type: Temporary to Hire (temp-to-hire)

Benefits: For full-time employment after temp-to-hire period - Simple IRA with match, PTO, 7 Major Holidays.

During the temp-to-hire period, as part of our commitment to employee well-being, Preference Employment Solutions offers Minimum Essential Coverage (MEC) health plans for both individuals and families. Our plans provide essential healthcare benefits at an affordable cost, ensuring you have access to the coverage you need while working with us.

Description: Organization/Business Overview:
Local finance company with a quiet office is looking for an individual with a passion for helping clients, enjoys answering the phone, and who wants to build a true caring relationship with each of our clients. Their clients truly ARE family, so they need someone who is compassionate about people and enjoys conversations with clients. This Administrative Assistant position is an integral member of the team and represents agents and the organization. This position supports daily operations of the practice including responding to client service requests, completing pre and post meeting work, maintaining client information and confidentiality, and other administrative tasks as assigned. This role has an immediate growth track to the Office Manager (Insurance Licensed) role if desired, with the expectation that they complete training and testing to receive Life and Health Insurance license.

Position Overview:
• Interfaces with clients extensively to coordinate meetings, mailings, and other communications.
• Answer all incoming calls and text messages and disperse them and any messages appropriately.
• Welcome clients and visitors offering a beverage upon arrival for meetings.
• Email review and follow up as needed.
• Prepare client applications and service forms, paying careful attention to detail and accuracy.
• Monitor applications throughout the underwriting process.
• Run reports for weekly team meeting.
• Update contact management system with client contact and preference information.
• Assist advisors and associates with preparation and follow up including documentation for client meetings.
• Foster relationships with existing and new clients to ensure smooth and consistent client experience.

Characteristics of a Successful Candidate:
• Securities or insurance industry experience or willingness to obtain Life & health Insurance License PREFERRED
• Strong and proficient technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel,
PowerPoint)
• Highly organized with the ability to prioritize multiple tasks and maintain a high quality of work while experiencing
frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
• Planning/Organizing/Prioritizing
• Client focused, outgoing personality
• Professional Grammar, Spelling and Communication (your resume will be an example of these skills)
• Interpersonal/People Skills
• Reliability, Teamwork and Collaboration

Any potential job offer is contingent upon passing a background check including fingerprinting

How to Apply:

Contact: Tyia
Email: ...@pesfargo.com
Phone: 701-###-####
Or apply online

Preference Employment Solutions is a local employment company successfully assisting job seekers for over 30 years! We are FREE and CONFIDENTIAL. Preference Employment Solutions is an equal opportunity employer.