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Administrative Assistant

AmeriLife

Summerfield, FL

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JOB DETAILS
SKILLS
Administrative Skills, Annuities, Candidate Screening, Communication Skills, Customer Relations, Customer Support/Service, Data Entry, Detail Oriented, Diversity, Document Management, Documentation, Event Management, Fax Machines, Federal Laws and Regulations, File Maintenance, File Management, Financial Planning, Financial Reporting, Financial Services, Health Insurance, Legal, Life Insurance, Marketing, Materials Management, Microsoft Office, Organizational Skills, Plan Meetings, Reporting Skills, Retail Management, Salesforce.com, State Laws and Regulations, Systems Administration/Management, Time Management
LOCATION
Summerfield, FL
POSTED
2 days ago
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 criticalin 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.

Job Description

Summary of Responsibilities:

The Administrative Assistant will support the Financial Advisor in the following key areas:
  • Client Service Support: Assist with phone screening, form completion, client updates, appointment scheduling, and guiding clients through transactions like 401(k) rollovers and distributions.
  • Office & File Management: Maintain physical and electronic filing systems, manage office supplies and mail, and ensure the office remains organized and compliant.
  • Data Entry & Reporting: Enter and update client information in Salesforce, produce financial reports, and maintain accurate documentation of client interactions.
  • Marketing & Events: Coordinate monthly mailings, manage marketing materials, help organize client events, and assist with client communications.
  • Technology & Systems Use: Utilize platforms such as Redtail, NetX360, OneView, and DST Vision for data tracking, document management, and client access support.
  • Administrative Tasks: Support correspondence, scanning, faxing, document filing, check deposits, and lunch coordination for meetings.
Qualifications:
  • 2+ years administrative experience, preferably in financial services.
  • Strong knowledge of Microsoft Office, Redtail, and document management platforms.
  • Familiarity with NetX360, DST Vision, OneView is preferred.
  • Excellent communication and time management skills.
  • Strong organizational skills and attention to detail.
  • Ability to maintain confidentiality and handle sensitive information.


What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

About the Company

A

AmeriLife

For more than four decades, AmeriLife has been dedicated to senior Americans and the challenges of helping seniors meet important health and life insurance needs. AmeriLife is one of the nation's largest privately-held senior life and health insurance marketing organizations. And we're expanding rapidly in order to meet the growing needs of seniors. This means that when you join the AmeriLife team, you're working with an industry leader, and that adds up to greater success and career satisfaction for you.

INDUSTRY
Insurance
FOUNDED
1971
WEBSITE
http://www.amerilife.com/