The Moody Street Group is looking for an administrative assistant to join our team in our Newton, Massachusetts office. This person will work to support the daily operations of the office.
The ideal candidate is a high-energy individual with excellent organizational skills, a strong attention to detail and the ability to communicate effectively in both written and verbal communications.
Summary of Responsibilities:
Providing general administrative support, in The General Agency. This position is responsible for supporting the Agency to maintain a proactive sales strategy through servicing existing as well as potential clients in a variety of functions
Responsibilities:
- Field inbound communications - Answer phone calls/general email inquiries and route to the appropriate internal parties as needed.
- Coordinate scheduling - Set up meetings based on cross-functional availability for both internal and external stakeholders.
- Organize internal resources - Build out and maintain processes to keep files and office supplies organized and easily accessible.
- Liaise with visitors - Act as point person for office guests.
- Communicate policies and procedures - Alert employees of new processes, rules and regulations.
- Facilitate executive-level operations - Book travel, submit expense reports and send communications for staff as needed.
Requirements:
- High school diploma
- 1-2 years experience as an administrative assistant, secretary or receptionist preferred
- Strong organizational, communication, and time-management skills
- Proven ability to work in a fast-paced environment
- Positive, high-energy attitude
- Resourcefulness, creativity, and problem-solving skill set
- Familiarity with office equipment (i.e. printers, fax machines, projectors)
- Proficiency in Microsoft Office (especially MS Excel and PowerPoint)
About The Moody Street Group:
The Moody Street Group general agency of OneAmerica Financial, offers a variety of insurance and financial products and services to individuals, executives, professionals, and business owners. We are an organization committed to excellence in serving our clients with Creative Values-Based Financial Strategies.
Top Skills
What We Do
ABOUT THE
MOODY STREET GROUP
The Moody Street Group, LLC, a General Agency of the companies of OneAmerica®, offers a variety of insurance and financial products and services to individuals, executives, professionals, and business owners.
The Mission of the Moody Street Group, LLC, is to assist clients in reaching their personal and business goals and helping to secure their financial future with appropriate financial services based on their needs and values.
Our associates are carefully trained and have backup and support, both locally and nationally, in each of our products and services.
We are an organization committed to excellence in serving our clients with Creative Values-Based Financial Strategies.
In an age when financial companies are willing to substitute technology for personal contact, our
commitment to our client is:
• Face-to face confidential meetings
• Customized analysis
• Personalized values based recommendations
• Periodic monitoring of continued progress
toward achieving financial goals
Note: Securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 134 Rumford Ave, Suite 201, Newton, MA, 02466, (617) 916-5155. Insurance Representatives of American United Life Insurance Company® (AUL) and other insurance companies. The Moody Street Group, LLC is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.
