Administrative Assistant

Administrative Assistant/Team Lead AssistantLocation: Plano, TX 75024Hybrid – 3 Days/Week in office37.5-hour work weekInterview: 2 virtual interviews, first with Team Leads, 2nd with ManagersContract: 12 monthsNote: Finger Printing RequiredDescription:Assist Agency Team Leads within the Zone in an admin capacity in completion of their supervisory duties to include, but not limited to:Follow up with agents and GO management teams to help timely close supervisory interview deficiencies and end of year compliance requirementsUpdate agent and management supervisory files, including following up with agents and management to obtain documents missing from filesTrack seminars completed in the GO and log relevant seminar documents on GO seminar logTrack signatures received on supervisory interviews and follow up with agents, management, and Agency Standards team to make sure all required signatures are obtained within 30 days of the interview's completion dateTrack flag resolution as needed.Required:Minimum 3-5 years experience in a relevant role (in an office/admin setting or in the financial services industry)Detail orientedGood communication skillsAbility to pass a background check (candidate will be fingerprinted and become an Associated Person with FINRA)Knowledge of Microsoft office systems, including at a minimum Outlook, Word, & ExcelExperience with a data management system or CRM, such as Sales ForcePreferred but not required:Background in financial services industryBachelor's degreeNot required:Securities licensesInsurance licensesAdvanced college degree or specialized designations