This site uses cookies. To find out more, see our Cookies Policy
Contact Us 877.823.3669

Administrative Assistant in Dallas, TX at Staffing Now

Date Posted: 11/27/2018

Job Snapshot

Job Description

SNI has partnered with a reputable insurance, financial services firm in North Dallas seeking an Administrative Assistant to support their growing office. This is a great time to join an organization that fosters personal and professional growth through project management, client relationship building and marketing.

This hybrid position allows for candidates looking to broaden their knowledge and experience outside of just administrative support and into operations, marketing and client services.


  • Support 12 agents in various administrative duties including office support
  • Maintain Salesforce CRM information updates as system administrator
  • Provide exemplary customer service to clients through service interaction with internal and external clients
  • Assist with calendar management and appointment setting for agents
  • Open, sort, file, mail, and provide ordinary correspondence on behalf of office staff and management
  • Set up annual review appointments with existing clients
  • Document management through uploading and indexing files into compliance electronic records database
  • Event and presentation coordination
  • Advertising and PR assistance and coordination
  • Represent the brand of the organization via phone and in person to clients, prospects and in public through networking events


  • 2+ years in financial services or insurance industry
  • Bachelors degree preferred, but not required
  • Experience supporting an office and teams on an administrative level
  • Strong communication skills, both written and verbal
  • Ability to remain flexible, innovative and proactive
  • Professional demeanor in-person, over the phone and via email

Interested and qualified applicants should apply directly for immediate consideration.