Administrative Assistant

About Financial GradeFinancial Grade is a leading Field Marketing Organization (FMO) that helps independent Medicare insurance agents grow successful businesses through industry-leading tools, carrier partnerships, training, and operational support. Benefits & PerksCompetitive hourly compensation ($21.50-$24 an hour)Opportunity to gain experience across multiple departmentsCollaborative and supportive work environmentProfessional development and learning opportunitiesPotential for permanent employment based on performance and business needsOur Core ValuesClient-Centric Service – We put our clients and agents first.

About Financial GradeFinancial Grade is a leading Field Marketing Organization (FMO) that helps independent Medicare insurance agents grow successful businesses through industry-leading tools, carrier partnerships, training, and operational support.As we prepare for continued growth and the Annual Enrollment Period (AEP), we are seeking a Temporary Administrative Assistant to provide critical support across multiple operational departments. This is an excellent opportunity for someone who enjoys organization, problem-solving, and learning different aspects of a growing business.This position may transition into a permanent role based on performance and business needs.What You'll DoAs a Temporary Administrative Assistant, you'll support day-to-day operations across several departments, helping ensure processes run efficiently during one of our busiest times of the year.Administrative & Operational SupportPerform data entry, document processing, and file managementMaintain spreadsheets, reports, and internal tracking systemsAssist with special projects and cross-functional initiativesPrepare documentation and materials for meetings, audits, and compliance reviewsProvide general administrative support to operations and leadership teamsCommissions & Accounting SupportAssist with commission tracking and reconciliation activitiesSupport administrative tasks related to invoices, payments, and financial documentationMaintain organized records and assist with reporting needsVerify data accuracy and escalate discrepancies when identifiedClient Services SupportAssist with administrative tasks related to member and agent supportTrack inquiries, follow-ups, and case statusesPrepare support documentation and communicationsCoordinate internally to help ensure timely resolution of requestsWhat We're Looking ForWe're seeking a highly organized and dependable professional who takes pride in producing accurate work and enjoys supporting multiple teams. The ideal candidate is adaptable, detail-oriented, and comfortable working in a fast-paced environment.QualificationsHigh school diploma or equivalent required1–3 years of administrative, office support, or operational experience preferredRecent college graduates encouraged to applyStrong organizational and time-management skillsExcellent attention to detail and accuracyProficiency with Microsoft Office, including Excel, Word, and OutlookAbility to manage multiple priorities and meet deadlinesPreferred ExperienceInsurance, healthcare, Medicare, or financial services industry experienceExposure to licensing and contracting, commissions administration, accounting support, or client servicesExperience working with CRM systems or internal operational platformsSuccess TraitsDetail-oriented and highly organizedStrong written and verbal communication skillsPositive, team-focused attitudeAbility to adapt quickly to changing prioritiesStrong problem-solving skills and willingness to learnDependable and accountable in completing assigned workWhy Join Financial Grade?This role offers hands-on experience across several key business functions, making it an excellent opportunity for someone looking to expand their skills and gain exposure to insurance operations.Benefits & PerksCompetitive hourly compensation ($21.50-$24 an hour)Opportunity to gain experience across multiple departmentsCollaborative and supportive work environmentProfessional development and learning opportunitiesPotential for permanent employment based on performance and business needsOur Core ValuesClient-Centric Service – We put our clients and agents first.Integrity – We do the right thing, every time.Positivity – We bring energy, enthusiasm, and solutions.Growth Mindset – We embrace learning, development, and continuous improvement.If you're looking for an opportunity to build your administrative and operational experience with a growing organization, we'd love to hear from you.

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