Administrative Assistant

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary We are seeking a proactive and detail-oriented Administrative Assistant to support a Financial Advisor practice. This role is critical in maintaining daily office operations, delivering exceptional client service, and ensuring efficient processing of financial tasks. The ideal candidate is organized, dependable, and experienced in handling sensitive financial data with discretion.

Job Description Summary of Responsibilities:

The Administrative Assistant will support the Financial Advisor in the following key areas:

Client Service Support:

Assist with phone screening, form completion, client updates, appointment scheduling, and guiding clients through transactions like 401(k) rollovers and distributions.

Office & File Management:

Maintain physical and electronic filing systems, manage office supplies and mail, and ensure the office remains organized and compliant.

Data Entry & Reporting:

Enter and update client information in Salesforce, produce financial reports, and maintain accurate documentation of client interactions.

Marketing & Events:

Coordinate monthly mailings, manage marketing materials, help organize client events, and assist with client communications.

Technology & Systems Use:

Utilize platforms such as Redtail, NetX360, OneView, and DST Vision for data tracking, document management, and client access support.

Administrative Tasks:

Support correspondence, scanning, faxing, document filing, check deposits, and lunch coordination for meetings.

Qualifications:

2+ years administrative experience, preferably in financial services. Strong knowledge of Microsoft Office, Redtail, and document management platforms. Familiarity with Net

X360, DST

Vision, OneView is preferred. Excellent communication and time management skills. Strong organizational skills and attention to detail. Ability to maintain confidentiality and handle sensitive information. What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond. About Us Since 1971, AmeriLife has served the needs of its clients. Today, we are a national leader in the development, marketing and distribution of annuity, life and health insurance solutions, with more than 1,000 associates across the country. AmeriLife partners with leading carriers to support consumers' financial-wellness goals. Our Mission AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives. Our Values AmeriLife practices five core values at all levels of the organization: Honesty

• We deal truthfully with all of our clients Integrity
• We always do what is right for our clients Accountability
• We put our clients' needs first by taking take ownership of our actions Excellence
• We do more than our jobs by going the extra mile for our clients Courage
• We stand up for what is right