Overview
Admin Assistant Jobs in Charlotte, NC at Lensa
Title: Admin Assistant
Company: Lensa
Location: Charlotte, NC
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Insight Global. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice.
Job Description
Position Overview
The Administrative Assistant will serve as a key support partner to leadership and brokers by managing incoming calls, client documentation, payroll tracking, and transactional records. This role is ideal for someone with experience in brokerage or financial services administration who is comfortable juggling multiple priorities and is interested in growing into an Administrative Lead role over time.
Key Responsibilities
Answer and manage incoming calls from brokers (approximately 15–20 calls per day)
Support brokers with client files, records, and transactional documentation
Maintain and organize client records and internal spreadsheets
Assist with payroll tracking using Excel spreadsheets
Prepare and manage client mailers and perform mail merges
Handle data entry and documentation using Microsoft Excel and Word
Support transaction processing and recordkeeping
Ensure accuracy and organization of brokerage management records
Provide general administrative support to leadership to reduce workload and improve efficiency
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills And Requirements
Required Qualifications
Previous experience in administrative support, preferably within brokerage, financial services, or brokerage management
Strong proficiency in Microsoft Excel and Microsoft Word
Experience with mail merge, spreadsheets, and document management
Comfortable handling multiple tasks in a fast‑paced, call‑driven environment
Strong attention to detail and organizational skills
Professional communication skills, both written and verbal
Preferred Qualifications
Experience supporting brokers or working in a Broker‑Dealer environment
Familiarity with transaction processing and client record management
Interest in long‑term growth into an Administrative Lead role
If you have questions about this posting, please contact [email protected]
