Administrative Assistant

Are you analytical and technical in nature? Are you reserved and reflective with a direct and factual form of communication? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! FinSec is looking for someone who possesses these traits to join their team as an Administrative Assistant.

This position is responsible for day-to-day activities as required by insurance producers/business owners. You will work closely and collaboratively with the producers, insurers, and other team members to ensure compliance, organization, business processing and various bookkeeping responsibilities are fulfilled. The Administrative Assistant serves as our clients' point of contact for any insurance-related service needs.

Essential Duties and Responsibilities:

• Bookkeeping utilizing QuickBooks and Excel for several small businesses
• QuickBooks Payroll
• Make bank deposits
• Communicate with policyowners and customers
• Life insurance application processing
• Life insurance securities compliance
• Life insurance client service, including invoicing for fees & scheduling periodic reviews
• Prepare consolidated policy summary statements
• Commission income tracking
• Organize electronic files
• Establish and maintain client data
• Minor IT assistance
• Occasional event planning/coordination
• Desire to obtain industry license and further education
• Orchestrate city-reaching events, such as prayer, worship and evangelism in the downtown corridor
• Serve as a 'back office' support to public (political) office campaigns

Core Competencies:

• Possess strong organizational skills
• Possess excellent written (Letter & Memo writing) and verbal communication skills
• Must be very detail-oriented
• Must be self-motivated and disciplined
• Ability to work with clients
• Ability to thrive in fast-paced changing environment
• Experience with all Microsoft Office products (Excel, Word, PowerPoint, etc.)
• Familiarity with DocuSign and other secure transmission products Experience and

Education Requirements:

• 3+ years' experience in account management or in a consultative role
• Prior experience in broker agency or benefit administration firm
• 1+ years' experience with Quickbooks
• Current Life and Health license, preferred
• Bachelor's Degree, preferred
• Experience with database applications, preferred

At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of Top Work Places in Northeast Ohio since 2020!