Administrative Assistant (Remote for first 6 months)

Downtown Pittsburgh insurance group in need of experienced administrative assistant to provide support to a partner of the firm.   

Duties to include:

·         Schedule, confirm and prepare for appointments

·         Meeting prep, presentations, manage post meeting follow-up.

·         Manage calendar & scheduling meetings

·         Outlook coordination of contact and email distribution lists

·         Create and maintain personal client files

·         Documentation management in SmartOffice  

·         Review applications, acquire signatures, additional forms.

·         Secure information from client as needed  

·         Communicate directly with advisors and clients at partner’s direction.

·         Act as point person for case manager when client info is required.

Requirements:

·         Strong organizational, multi-tasking and detail orientation skills

·         Professional verbal and written communication skills

·         Self motivated in working independently to meet deadlines

·         Proficient MSOffice skills with ability to learn new software as needed