CTC Financial is seeking a fulltime Administrative Assistant.  As the Administrative Assistant you will be responsible for providing administrative support to the owner by coordinating various office support services including emails, appointments, errands, and filing. This position works with the team to assist with projects, which includes client service, coordinating schedules and activities, marketing, and database management.

Key responsibilities include:

• Manage and maintain calendar and schedule meetings.
• Manage email correspondence, organize and sort incoming emails to create an efficient system with priority order.
• Respond to email, voicemail, and other forms of communication in a timely manner.     
• Prepare correspondence, memos, and other documents using Word, Excel, or database software.
• Sort and distribute incoming correspondence and prepare outgoing mailings and correspondence.
• Create efficient filing system (paper and electronic), and maintain files (hard copy and in Smart Office).
• Manage company contact lists/database.
• Support client meetings and coordination of client information.
• Perform general office duties, such as ordering supplies and maintaining filing system.
• Create and maintain a client spreadsheet or database.
• Keep the office organized and tidy.
• Run errands on behalf of the business.
• Handle information requests.
• Provide the information that all team members need to know to make decisions.
• Maintain confidentiality at all times.
• Other clerical and project support functions as needed.

To be a preferable candidate, you are/have:

• High school degree required, college degree preferred.
• 1-2 years’ experience in an office environment with demonstrated administrative abilities.
• The ability to ensure professionalism and confidentiality required.
• Experience using Microsoft Office – Word and Excel.
• Experience using SmartOffice or similar Customer Relationship Management (CRM) software, Google Docs, and website software.

You would be a great fit for us if you are/have:

• Experience in the Financial or Insurance industry (preferred).
• Experience with Life Insurance Illustration/Formatting is a plus.
• The ability to ensure professionalism and confidentiality required.
• Ability to multi-task and prioritize projects.
• Integrity and high value on ethical and moral behavior regarding business operations, client confidentiality, and overall company interactions.

Compensation 

Candidates must be legally authorized to work in the United States without sponsorship. This position is physically located in central Ohio and no relocation is offered.

PLEASE NOTE THAT WE ARE PARTNERING WITH GO-HR TO FILL THIS POSITION. ALL RESUMES AND A COVER LETTER OUTLINING YOUR COMPENSATION EXPECTATION MUST BE SUBMITTED AS DIRECTED ON THIS SITE. ANY INQUIRIES TO OUR OFFICE WILL BE DIRECTED TO GO-HR.

CTC Financial is an Equal Opportunity Employer and does not discriminate based on military or veteran status or any other legally protected classification. This is a non-smoking, drug-free environment. This job description is designed to be a good representation of the job requirements but is not a comprehensive listing of activities, duties or responsibilities required of the employee.