Office Administrative Assistant (Bilingual in Chinese)
hace 8 días
Monrovia
Job Description GENERAL FUNCTION / SUMMARY The Administrative Assistant is the first point of contact for visitors and callers and plays a key role in maintaining a smooth and professional front office environment. This position is responsible for handling incoming communications, supporting internal teams with clerical and administrative tasks, and assisting with day-to-day office operations. The ideal candidate is organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment. MAJOR DUTIES AND RESPONSIBILITIES • Greet guests with a professional and friendly demeanor, ensuring they are assisted promptly and connected with the appropriate team members., • Answer incoming phone calls, directing them to the right contacts or taking accurate messages when needed., • Notify agents, managers, or staff immediately when clients or visitors arrive., • Enter new client and agent information into internal platforms (e.g., Inbound system) to support follow-ups and data accuracy., • Input insurance policy details into AI and digital systems, ensuring accuracy and timeliness., • Scan and save insurance policies and related documents into client folders under the appropriate categories (e.g., New Business)., • Communicate with the Asia team and relevant agents to confirm the status of mailed policies (sent and received)., • Maintain the cleanliness and organization of the front desk and lobby area to ensure a professional appearance at all times., • Manage conference room reservations; coordinate room usage schedules and communicate availability clearly with coworkers., • Ensure timely distribution of mail to internal departments and individuals., • Scan and forward important documents to designated contacts across multiple office locations., • Assist with outgoing mail or materials, ensuring accurate labeling and delivery., • Coordinate holding and release of checks, marketing materials, or policy packages as instructed., • Provide general administrative support to team members and management, including special projects and time-sensitive requests., • Train and mentor newly hired front desk team members, sharing best practices, office protocols, and system procedures., • Stay informed on company policies and updates to answer common internal and external questions. BASIC QUALIFICATIONS • High school diploma or equivalent; associate degree preferred., • 1-2 years of experience in an administrative or front desk role., • Proficient in Microsoft Office Suite (Outlook, Word, Excel) and comfortable learning new systems., • Strong communication skills, both verbal and written., • Excellent organizational and time management skills., • Ability to maintain confidentiality and exercise good judgment., • Bilingual skills (e.g., English/Mandarin) is required. WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals. WHY JOIN US • Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network., • Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities., • Career Growth: Access to cross-functional training, licensing support, and professional development opportunities., • Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success., • Impactful Work: Help individuals and families achieve financial security and generational wealth. WHAT WE OFFER • Competitive salary and benefits package., • Opportunity to work in a collaborative and innovative environment., • Professional development and growth opportunities., • Pay starts at $21.92 ~ $24.23/hour based on experience.