Administrative Assistant

Published: September 30, 2020
Metro Area, PR, Puerto Rico
Job Type
Job Code
Years of Experience
Bachelor’s Degree
Flavia Aguilera
Contact Email


A fast-growing organization with great opportunity for advancement is ready to hire a dynamic Administrative Assistant to effectively manage and provide support to a team of Financial Advisors. The ideal candidate must show attention to details, high customer service standards, and speak English & Spanish fluently. Position is based in Hato Rey.


Essential tasks will be:


  • Perform all general office functions including typing, emailing, faxing, communicating, documenting, filing, follow up among others.
  • Maintain Financial Advisors Calendar and Agenda
  • Handle telephone calls and messages to completion
  • Create Proposals, Illustrations, in force ledgers and support all New Business requirements for Investments, Pension and Insurance Business.
  • Monitor and follow up all Investment & Insurance applications and service requests to completion with sense of urgency and all IGO (In Good Order).
  • Maintain up-to-date on product information and application processing requirements
  • Timely follow-up on all outstanding application requirements, and underwriting questions that arise. Requires active communication with Home office & PR office personnel regularly regarding items needed on each customer case including Insurance, Investment and Pension cases
  • Marketing: Mailings, News Letters, e-post cards, local brokerage news among other marketing initiatives
  • Support team to achieve and surpass goals in production for each of the areas of business.

Compensation: $28K-$30K plus fringe benefits

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