Job Description
Front Desk & Administrative Assistant
We are seeking a professional, detail-oriented Front Desk & Administrative Assistant to join our Insurance Managing General Agency. The successful candidate will serve as the first point of contact for clients, advisors, and business partners, demonstrating professionalism, discretion, and strong organizational skills in a regulated financial services environment.
Key Responsibilities
Welcome clients, advisors, and visitors professionally and courteously, ensuring a positive first point of contact
Manage multi-line telephone systems and email inquiries, directing communications accurately and efficiently
Perform precise data entry and administrative support using Microsoft Office, Google Workspace, and MGA systems
Assist with scheduling, meeting coordination, and calendar management for management, advisors, or internal teams
Maintain electronic and physical filing systems in accordance with internal policies and regulatory requirements, including confidentiality and record retention standards
Support administrative tasks such as document preparation, proofreading, correspondence handling, and office supply management
Provide client and advisor support by responding to routine inquiries and escalating matters as appropriate
Adhere to company policies, privacy requirements, and compliance standards applicable to the insurance and financial services industry
Qualifications & Experience
Previous clerical or administrative experience preferred, ideally within insurance, financial services, or other regulated professional environments
Proficiency in Microsoft Office (Word, Excel) and Google Workspace (Docs, Sheets); experience with MGA or CRM systems is an asset
Strong organizational skills with a high level of accuracy and attention to detail
Ability to manage multiple tasks in a fast-paced office environment while maintaining professionalism
Prior customer service or front-desk experience is highly desirable
High level of discretion and understanding of confidentiality requirements
Ideal Candidate Profile
This role is ideal for individuals who are proactive, dependable, and detail-oriented, with strong communication skills and an interest in building a long-term career within the insurance and financial services industry.
Job Types: Full-time, Permanent
Pay: $20.00-$24.00 per hour
Benefits:
Company events
Dental care
Extended health care
On-site parking
Vision care
Work Location: In person
We are seeking a professional, detail-oriented Front Desk & Administrative Assistant to join our Insurance Managing General Agency. The successful candidate will serve as the first point of contact for clients, advisors, and business partners, demonstrating professionalism, discretion, and strong organizational skills in a regulated financial services environment.
Key Responsibilities
Welcome clients, advisors, and visitors professionally and courteously, ensuring a positive first point of contact
Manage multi-line telephone systems and email inquiries, directing communications accurately and efficiently
Perform precise data entry and administrative support using Microsoft Office, Google Workspace, and MGA systems
Assist with scheduling, meeting coordination, and calendar management for management, advisors, or internal teams
Maintain electronic and physical filing systems in accordance with internal policies and regulatory requirements, including confidentiality and record retention standards
Support administrative tasks such as document preparation, proofreading, correspondence handling, and office supply management
Provide client and advisor support by responding to routine inquiries and escalating matters as appropriate
Adhere to company policies, privacy requirements, and compliance standards applicable to the insurance and financial services industry
Qualifications & Experience
Previous clerical or administrative experience preferred, ideally within insurance, financial services, or other regulated professional environments
Proficiency in Microsoft Office (Word, Excel) and Google Workspace (Docs, Sheets); experience with MGA or CRM systems is an asset
Strong organizational skills with a high level of accuracy and attention to detail
Ability to manage multiple tasks in a fast-paced office environment while maintaining professionalism
Prior customer service or front-desk experience is highly desirable
High level of discretion and understanding of confidentiality requirements
Ideal Candidate Profile
This role is ideal for individuals who are proactive, dependable, and detail-oriented, with strong communication skills and an interest in building a long-term career within the insurance and financial services industry.
Job Types: Full-time, Permanent
Pay: $20.00-$24.00 per hour
Benefits:
Company events
Dental care
Extended health care
On-site parking
Vision care
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Front Desk & Administrative Assistant (Mandarin Speaking) position is now open for candidates interested in the Event Management Jobs sector. This role in Richmond offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Event Management Jobs is a plus.