Sales Administrative Assistant ($50,000-60,000 per year)

Pittsburgh based insurance and financial services company is in need of an experienced Sales Assistant.  The selected candidate will provide administrative support to a partner in the group along with daily interactions with the support team.

Duties to include:

·        Coordination to include contacts, email distribution lists, email

·        Create and maintain client and sales activity files

·        Review and prepping reports

·        Assist with managing pending cases

·        Prepare and process applications

·        Review applications, acquire signatures, additional forms.

·        Get info from client as needed per direction.

·        Communicate directly with advisors and clients per direction.

·        Point person for case manager when client info is required.

·        Assist in creating and building relationships

Requirements:

·        Previous experience within the financial / insurance services strongly preferred

·        Professional verbal and written communication skills

·        Proficient MSOffice skills with ability to learn new (CRM) software

·        Excellent organizational and multitasking skills

·        Ability to meet deadlines in faster paced office

·        Team player willing to assist when and where needed

·        Associates degree or better is preferred