Overview
Admin Assistant/ Transportation/Dispatcher Jobs in Enfield, CT at ADIENTONE INDIA PRIVATE LIMITED
Company Overview
Sky Peak Financial is a leading provider of financial services dedicated to delivering exceptional customer experiences and comprehensive financial solutions. We pride ourselves on our commitment to innovation and excellence in the financial sector. We are a growing company and encourage career development from within the firm.
Detailed Job description
ADMIN MANAGER – SKY PEAK FINANCIAL
Overview:
Sky Peak Financial is seeking a full-time Admin Manager to support and manage our daily operational, administrative, and client-service functions. This is a critical role that supports firm efficiency, client experience, and leadership operations. You’ll be directly responsible for keeping processes tight, client service smooth, and the office running like a well-oiled machine. We’re a high-performance environment focused on excellence, communication, and efficiency.
Core Responsibilities:
Client Implementation & Servicing:
Process and manage investment and insurance applications from submission through implementation
Communicate with clients, underwriters, and vendors to move paperwork forward efficiently
Handle policy servicing needs (e.g. change of beneficiaries, address updates, money movement)
Maintain a high level of professionalism when discussing personal health or financial information with clients
Case & Process Management:
Track and manage financial planning cases post-onboarding
Monitor client timelines, upcoming deliverables, and key milestone dates
Maintain and update internal workflow documentation and SOPs to improve operational efficiency
Enter and manage CRM data as requested by planners
Operational & Executive Support:
Monitor and manage executive calendars and inboxes with discretion and accuracy
Assist in client event coordination and relationship initiatives
Support executives as needed (errands, lunch pickups, material prep, etc.)
Attend and contribute to team meetings, bringing new ideas for efficiency and workflow improvements
Client Experience & Office Management:
Serve as the first point of contact for in-office guests: warm greetings, refreshments, conference room setup
Maintain a clean and professional office environment (wipe down tables, clean bathroom mirrors, take out trash, etc.)
Coordinate basic office supply runs and ensure supplies are stocked
Represent Sky Peak Financial’s culture and professional standards at all times
Qualifications & Fit:
Strong communication skills and emotional intelligence – this is a people-first role
Problem-solver with the confidence to bring new solutions and ideas to leadership
Highly organized, process-oriented, and able to manage multiple workflows at once
Tech-savvy: Proficient in Microsoft Office, Outlook, Excel/Google Sheets; quick learner on new platforms
Experience in financial services, insurance, or investment industry a plus, but not required
Must be aligned with our company culture: professional, focused, supportive, and high-performing
This Role is for You If:
You thrive in a fast-paced environment and love being the person who keeps everything moving
You enjoy being behind the scenes, but critical to the team’s success
You’re proactive, detail-oriented, and love systems, lists, and making processes better
You can manage sensitive client information with complete confidentiality and tact
You want to grow with a firm that’s rapidly expanding and values initiative and trust
If you are ready to elevate your career in administration and make a significant impact at Sky Peak Financial, we invite you to apply today!
Job Type: Full-time
Pay: $45,000.00 – $52,000.00 per year
Benefits:
401(k)
Paid time off
Schedule:
Day shift
Monday to Friday
Ability to Commute:
Melbourne, FL 32901 (Required)
Ability to Relocate:
Melbourne, FL 32901: Relocate before starting work (Required)
Work Location: In person
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Title: Admin Assistant/ Transportation/Dispatcher
Company: ADIENTONE INDIA PRIVATE LIMITED
Location: Enfield, CT
