Overview: Promerita Group is seeking a dedicated Administrative Associate to join our team. The ideal candidate should possess excellent organizational skills and attention to detail, should enjoy supporting others, and is interested in working in the financial services industry with exposure to insurance, estate planning and real estate. This role will provide administrative support to our life insurance advisors and Principals who are focused on large case and corporate life insurance planning, as well as support for the Principals of our real estate and capital investment divisions. The candidate must demonstrate the highest level of discretion and professional ethics as they represent the company to internal and external stakeholders as well as valued clients. Experience in the life insurance industry would be a strong asset. Responsibilities: - Perform general office duties such as answering phones, coordinating meetings and organizing documents
- Provide administrative support to ensure efficient operation of the office
- Provide new business and in force client support for insurance clients, respond to client inquiries, assist with onboarding of new clients, and maintain complete and up to date client files
- Utilize computerized systems for data entry and bookkeeping
- Support other staff with various administrative tasks Requirements: - Excellent verbal and written communication in English
- Strong organizational skills with the ability to prioritize tasks effectively
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Previous experience in an office setting is required, particularly experience with life or other insurance
- Knowledge of Sage 50 or similar accounting software is an advantage This position offers a competitive salary, opportunities for professional growth, and a supportive work environment. If you meet the requirements and are looking to contribute your skills in a dynamic setting, we encourage you to apply for this Administrative Associate position. Only qualified applicants will be contacted. Job Type: Full-time Pay: $40,000.00-$60,000.00 per year Benefits:

• Dental care
• Extended health care
• Paid time off
• Vision care

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• Bachelor\'s Degree (required)

Experience:

• Administrative experience: 1 year (preferred)

Licence/Certification:

• LLQP (preferred)

Work Location: In person