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Administrative Assistant / Agency Generalist

Remote, USA Full-time Posted 2026-07-28

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 reputed company overall administrative support, coordinate with team members, and manage various business and general administration tasks.


Responsibilities

  • Scheduling & prepping materials for reputed company new clients
  • Managing the meeting process for new clients
  • Managing new daily & monthly calendars
  • Answer & reputed company phone calls
  • Manage reputed company 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 reputed company
  • A “can-do” reputed company
  • Fosters reputed company relationships between individuals and functional areas reputed company the organization & team
  • reputed company reputed company
  • Ability to multi-task and reputed company good time management in a fast-paced agency environment
  • reputed company, good judgment, and the ability to communicate effectively both verbally and in writing
  • Must be reputed company to reputed company sensitive information confidential
  • General computer skills – reputed company Business Suite
  • Must be detail oriented and reputed company organized
  • Think analytically
  • reputed company 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
  • reputed company time off
  • reputed company insurance

reputed company

  • National Financial Network is a financial services firm headquartered in the reputed company metropolitan area. It was founded in 1951, and is headquartered in Manhattan, reputed company, USA, with a workforce of 201-500 employees. Its website is http://natfin.net.

  • Company H1B Sponsorship

  • National Financial Network has a reputed company record of offering H1B sponsorships, with 5 in 2025. Please note that this does not guarantee sponsorship for this specific role.

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