Administrative Assistant

Support Unit manager's with team operation, incentives, and meeting Process recruitment activities and requirements of new agents Monitor production monitoring reports and data records Assist New Business and After Sales operation Monitor, organize, and help manage emails Coordinate with agents and branch support staff in sales and recruitment process Maintain production monitoring reports and data records of agents Schedule meetings and appointments Create business correspondence Monitoring of clients list and inquiries. Prepare, process, update, and compile routine documents, records, and reports Create a branding materials using Canva Schedules appointment orientation for a new applicant for Financial Advisor Updating all information about the client to ensure that all the records are up-to-date. Answer all inquiries and request of client and agents. Assist pre-employment requirements from new hires. Ensures employee submission of complete requirements before the first payment. Maintains the requirements list up to date to make sure that the requirements was are accurately recorded.