Administrative Assistant

AmeriLife•Summerfield, FL

13d

About The Position

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary We are seeking a proactive and detail-oriented Administrative Assistant to support a Financial Advisor practice. This role is critical in maintaining daily office operations, delivering exceptional client service, and ensuring efficient processing of financial tasks. The ideal candidate is organized, dependable, and experienced in handling sensitive financial data with discretion.

Requirements

2+ years administrative experience, preferably in financial services.
Strong knowledge of Microsoft Office, Redtail, and document management platforms.
Excellent communication and time management skills.
Strong organizational skills and attention to detail.
Ability to maintain confidentiality and handle sensitive information.

Nice To Haves

Familiarity with NetX360, DST Vision, OneView is preferred.

Responsibilities

Assist with phone screening, form completion, client updates, appointment scheduling, and guiding clients through transactions like 401(k) rollovers and distributions.
Maintain physical and electronic filing systems, manage office supplies and mail, and ensure the office remains organized and compliant.
Enter and update client information in Salesforce, produce financial reports, and maintain accurate documentation of client interactions.
Coordinate monthly mailings, manage marketing materials, help organize client events, and assist with client communications.
Utilize platforms such as Redtail, NetX360, OneView, and DST Vision for data tracking, document management, and client access support.
Support correspondence, scanning, faxing, document filing, check deposits, and lunch coordination for meetings.