Job title: Office Administrative Assistant (Bilingual in Chinese)
Company: TransGlobal
Job description: GENERAL FUNCTION / SUMMARYThe Administrative Assistant is the first point of contact for visitors and callers and plays a key role in maintaining a smooth and professional front office environment. This position is responsible for handling incoming communications, supporting internal teams with clerical and administrative tasks, and assisting with day-to-day office operations. The ideal candidate is organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.MAJOR DUTIES AND RESPONSIBILITIES
- Greet guests with a professional and friendly demeanor, ensuring they are assisted promptly and connected with the appropriate team members.
- Answer incoming phone calls, directing them to the right contacts or taking accurate messages when needed.
- Notify agents, managers, or staff immediately when clients or visitors arrive.
- Enter new client and agent information into internal platforms (e.g., Inbound system) to support follow-ups and data accuracy.
- Input insurance policy details into AI and digital systems, ensuring accuracy and timeliness.
- Scan and save insurance policies and related documents into client folders under the appropriate categories (e.g., New Business).
- Communicate with the Asia team and relevant agents to confirm the status of mailed policies (sent and received).
- Maintain the cleanliness and organization of the front desk and lobby area to ensure a professional appearance at all times.
- Manage conference room reservations; coordinate room usage schedules and communicate availability clearly with coworkers.
- Ensure timely distribution of mail to internal departments and individuals.
- Scan and forward important documents to designated contacts across multiple office locations.
- Assist with outgoing mail or materials, ensuring accurate labeling and delivery.
- Coordinate holding and release of checks, marketing materials, or policy packages as instructed.
- Provide general administrative support to team members and management, including special projects and time-sensitive requests.
- Train and mentor newly hired front desk team members, sharing best practices, office protocols, and system procedures.
- Stay informed on company policies and updates to answer common internal and external questions.
BASIC QUALIFICATIONS
- High school diploma or equivalent; associate degree preferred.
- 1-2 years of experience in an administrative or front desk role.
- Proficient in Microsoft Office Suite (Outlook, Word, Excel) and comfortable learning new systems.
- Strong communication skills, both verbal and written.
- Excellent organizational and time management skills.
- Ability to maintain confidentiality and exercise good judgment.
- Bilingual skills (e.g., English/Mandarin) is required.
WHO WE AREWith over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.WHY JOIN US
- Industry Leader: Join the nation’s largest Asian-focused financial services firm with a well-established brand and expansive network.
- Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.
- Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.
- Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.
- Impactful Work: Help individuals and families achieve financial security and generational wealth.
WHAT WE OFFER
- Competitive salary and benefits package.
- Opportunity to work in a collaborative and innovative environment.
- Professional development and growth opportunities.
- Pay starts at $21.92 ~ $24.23/hour based on experience.
Expected salary: $21.92 – 24.23 per hour
Location: Monrovia, CA
Job date: Sun, 26 Oct 2025 22:29:54 GMT
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