Operations Assistant (Remote)

: Company Description

We're an insurance agency that provides comprehensive financial and health planning services to help clients achieve their financial objectives.

We are seeking an energetic, self-starting individual to join our company as an Operations Assistant. As part of our operations team, you collaborate with multiple team members, leaders, and stakeholders, participating wherever necessary to ensure smooth, efficient operations. Our ideal candidate has a wide range of applicable skills, from strong computer proficiency with office productivity suites to attention to detail with data entry tasks. In this role, you may juggle multiple projects simultaneously, necessitating time management, multitasking, and organizational skills. You should have a thorough knowledge of our product and service offerings, and prior administrative experience is a strong plus.

Operations Assistant Duties and Responsibilities

Assist the Director of Operations with all tasks, including data entry, training, and scheduling Collaborate with any team or project as required, assisting with non-specialized tasks Proofread and correct reports, presentations, and client-facing materials Multitask across multiple projects, triaging as necessary to ensure success Create marketing communications and social media posts

Qualifications

High school diploma or GED certificate Bachelor's degree (preferred) 2 years of experience as an administrative assistant or in a related position Proficiency with common office productivity software, including Microsoft Excel Strong data entry skills and attention to detail Superb time-management and organizational skills

Additional Information

All your information will be kept confidential according to EEO guidelines.