Field Administrative Associate

The Field Administrative Associate performs various administrative duties requiring an understanding of company and field office operating procedures to support the field manager and financial professionals in their sales and marketing operations. The ideal candidate for this job is resourceful, a good problem solver and organized. Assuring a steady completion of workload in a timely manner is essential in this position.

Position Expectations

Responsibilities

• Sorts and distributes incoming mail with adherence to compliance regulations.
• Performs routine administrative duties using Microsoft Office to include typing/keying of miscellaneous correspondence and routine letters.
• Operates telephone console for all incoming phone calls and routes accordingly. Orders supplies when directed.
• Interprets policy status, coordinate new applicant procedures, and process routine service requests.
• Assists with the preparation of recruiting kits and producer kits.
• Performs other duties as required.
• Complies with all company and site policies and procedures.
• Successfully completes regulatory and job training requirements.
• Performs other duties as assigned.

• Proficient in Microsoft Office Suite and Outlook
• Strong communication skills (written/oral)
• Ability to interact with field staff, Financial Professionals and home office employees
• Ability to learn basic insurance and securities terminology needed to complete job duties
• Strong organization skills and the ability to meet deadlines
• Willingness to learn and take on additional responsibilities
• Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.
• Ability to build strong working relationships and work with others in a collaborative team environment

• + year of relevant work experience as an Administrative Assistant.

Education/Licenses/Professional Designations

• High School diploma or equivalent education.

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Salary Range - $43,000 - $57,000