Administrative Assistant / Agency Generalist

National Financial Network, LLC is an established financial services firm that provides comprehensive personal, business, and corporate financial strategies. They are seeking an Agency Generalist to provide overall administrative support, coordinate with team members, and manage various business and general administration tasks. Responsibilities Scheduling & prepping materials for onboarding new clients Managing the meeting process for new clients Managing new daily & monthly calendars Answer & direct phone calls Manage Underwriting for New Business Organize and schedule vendor meetings and appointments Maintain contact lists Produce & distribute correspondence, memos, letters, faxes Maintain filing system Reception relief & coverage Skills A trusted partner of the team A “can-do” mindset Fosters collaborative relationships between individuals and functional areas within the organization & team Professional presence Ability to multi-task and keep good time management in a fast-paced agency environment Tact, good judgment, and the ability to communicate effectively both verbally and in writing Must be able to keep sensitive information confidential General computer skills – Microsoft Business Suite Must be detail oriented and well organized Think analytically Focus on detail Demonstrate self-assuredness Collaborate with others Demonstrate business knowledge Demonstrate initiative College or business school degree preferred – not a must Insurance industry experience a plus Benefits 401(k) Dental insurance Health insurance Paid time off Vision insurance Company Overview National Financial Network is a financial services firm headquartered in the New York metropolitan area. It was founded in 1951, and is headquartered in Manhattan, New York, USA, with a workforce of 201-500 employees. Its website is Company H1B Sponsorship National Financial Network has a track record of offering H1B sponsorships, with 5 in 2025. Please note that this does not guarantee sponsorship for this specific role.