About the role

  • Administrative Assistant providing essential support to corporate management and departments at Duncan Financial Group in Pennsylvania. Key responsibilities include office management, visitor engagement, and communication handling.

Responsibilities

  • Monitor and manage general company inboxes, routing messages to appropriate individuals or departments
  • Greet visitors and clients with professionalism and direct them appropriately
  • Sort, distribute, and prepare incoming and outgoing mail and packages
  • Assist with data entry, report generation, and special projects
  • Prepare and edit documents, reports, and correspondence
  • Maintain accurate filing systems, records, and databases while ensuring confidentiality
  • Support initiatives focused on improving operational efficiency and effectiveness
  • Centralize and maintain supply ordering across the organization
  • Assist with documenting, maintaining, and improving internal work processes
  • Provide day-to-day administrative and operational support to departments and team members
  • Serve as a liaison between departments and external contacts as directed
  • Perform additional duties as assigned

Requirements

  • High School Diploma required; Associate’s degree preferred
  • Minimum of 2 years of administrative or office support experience
  • Financial services or insurance industry experience a plus
  • Prior experience in a professional, fast-paced environment strongly preferred
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to learn industry-specific systems, i.e., Applied Epic
  • Strong written and verbal communication skills
  • Excellent organizational skills with strong attention to detail
  • Ability to prioritize and manage multiple responsibilities effectively
  • High level of professionalism, confidentiality, and discretion
  • Ability to pass a criminal background check, as permitted by law.

Benefits

  • Competitive Compensation
  • Health Insurance Plans (PPO, HSA, Copay Options)
  • Dental Insurance
  • Vision Insurance
  • Company Paid Disability Insurance
  • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
  • 401(k) with Safe Harbor Match
  • Paid Time Off
  • Paid Holidays

Job title

Administrative Assistant

Job type

Experience level

JuniorMid level

Salary

$20 - $23 per hour

Degree requirement

High School Diploma

Location requirements

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