Senior Administrative Assistant

• Provides administrative and operational support to Sales Managers and Home Office Sales Leadership.
• Serves as a resource regarding departmental policies, procedures, systems, and processes for associates and business partners.
• Organizes, prepares, and maintains reports, presentations, correspondence, spreadsheets, dashboards, and other business documents utilizing various office technologies and software applications.
• Coordinates recurring and ad hoc sales reports, ensuring information is accurate and distributed in a timely manner.
• Maintains calendars for Sales Managers, schedules meetings, and coordinates meeting logistics, agendas, materials, and follow-up activities.
• Coordinates travel arrangements and prepares expense reports in accordance with company policies.
• Facilitates communication between Sales Management, field leadership, agents, Home Office departments, and external business partners.
• Screens telephone calls, emails, correspondence, and meeting requests, responding independently when appropriate and escalating matters as needed.
• Composes and prepares correspondence, communications, meeting summaries, and presentation materials from general direction.
• Organizes and maintains files, records, meeting notes, project documentation, and other departmental information.
• Tracks action items, projects, and strategic initiatives to ensure timely completion and follow-up.
• Assists with planning and coordination of sales meetings, leadership meetings, training events, conferences, recognition programs, and special events.
• Supports the preparation and distribution of sales communications, announcements, newsletters, and departmental updates.
• Coordinates workflow between Sales Management and internal departments to ensure timely processing of requests, reports, approvals, and initiatives.
• Maintains confidentiality of sensitive business information and exercises sound judgment in handling matters of importance.
• Identifies opportunities to improve administrative processes, communication flow, and team efficiency.
• Provides support for special projects and other duties as assigned.

• High school diploma or equivalent experience required.
• Excellent organizational, planning, and time-management skills.
• Strong verbal and written communication skills with the ability to interact professionally at all organizational levels.
• Advanced proficiency with Microsoft Office applications including Co-Pilot and various AI applications, Outlook, Word, Excel, PowerPoint, and Teams.
• Strong analytical and reporting support skills.
• Ability to prioritize multiple assignments and meet deadlines with minimal supervision.
• Demonstrated attention to detail and commitment to accuracy.
• Ability to handle confidential information with discretion and professionalism.
• Strong customer service mindset and collaborative approach to supporting internal stakeholders.
• Ability to adapt to changing priorities and work effectively in a dynamic sales environment.

Demonstrates advanced proficiency in Microsoft Office applications, including Co-Pilot, Outlook, Word, Excel, PowerPoint, and Teams, while providing exceptional organizational, planning, and communication support in a dynamic sales environment.

• Microsoft Office Proficiency
• Organizational Skills
• Verbal and Written Communication
• Analytical and Reporting Skills
• Customer Service Mindset

• Reporting Support
• Calendar Management
• Expense Reporting
• Document Preparation
• Data Accuracy

• Attention to Detail
• Time Management
• Collaboration
• Adaptability
• Discretion

• Sales Support
• Administrative Support
• Confidentiality
• Process Improvement
• Meeting Coordination

• Microsoft Co-Pilot
• Microsoft Outlook
• Microsoft Word
• Microsoft Excel
• Microsoft Power Point
• Microsoft Teams