Qureos Mentor

TransGlobal Holdings Co.

<div>GENERAL FUNCTION / SUMMARY
The 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<ul><li>
Greet guests with a professional and friendly demeanor, ensuring they are assisted promptly and connected with the appropriate team members.</li><li>
Answer incoming phone calls, directing them to the right contacts or taking accurate messages when needed.</li><li>
Notify agents, managers, or staff immediately when clients or visitors arrive.</li><li>
Enter new client and agent information into internal platforms (e.g., Inbound system) to support follow-ups and data accuracy.</li><li>
Input insurance policy details into AI and digital systems, ensuring accuracy and timeliness.</li><li>
Scan and save insurance policies and related documents into client folders under the appropriate categories (e.g., New Business).</li><li>
Communicate with the Asia team and relevant agents to confirm the status of mailed policies (sent and received).</li><li>
Maintain the cleanliness and organization of the front desk and lobby area to ensure a professional appearance at all times.</li><li>
Manage conference room reservations; coordinate room usage schedules and communicate availability clearly with coworkers.</li><li>
Ensure timely distribution of mail to internal departments and individuals.</li><li>
Scan and forward important documents to designated contacts across multiple office locations.</li><li>
Assist with outgoing mail or materials, ensuring accurate labeling and delivery.</li><li>
Coordinate holding and release of checks, marketing materials, or policy packages as instructed.</li><li>
Provide general administrative support to team members and management, including special projects and time-sensitive requests.</li><li>
Train and mentor newly hired front desk team members, sharing best practices, office protocols, and system procedures.</li><li>
Stay informed on company policies and updates to answer common internal and external questions.</li></ul>
BASIC QUALIFICATIONS<ul><li>
High school diploma or equivalent; associate degree preferred.</li><li>
1-2 years of experience in an administrative or front desk role.</li><li>
Proficient in Microsoft Office Suite (Outlook, Word, Excel) and comfortable learning new systems.</li><li>
Strong communication skills, both verbal and written.</li><li>
Excellent organizational and time management skills.</li><li>
Ability to maintain confidentiality and exercise good judgment.</li><li>
Bilingual skills (e.g., English/Mandarin) is required.</li></ul>
WHO WE ARE
With 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<ul><li>
Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.</li><li>
MultilingualMulticultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.</li><li>
Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.</li><li>
Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.</li><li>
Impactful Work: Help individuals and families achieve financial security and generational wealth.</li></ul>
WHAT WE OFFER<ul><li>
Competitive salary and benefits package.</li><li>
Opportunity to work in a collaborative and innovative environment.</li><li>
Professional development and growth opportunities.</li><li>
Pay starts at $18 -$22/hour based on experience.</li></ul></div>

Office Administrative Assistant (Bilingual in Chinese)

<div>GENERAL FUNCTION / SUMMARY
This position is with Star Seven Financial Services Inc., an affiliated company of TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role.
We are looking for an administrative assistant for a financial professional who has attention to detail in paperwork and client communications.
MAJOR DUTIES AND RESPONSIBILITIES<h4 class="jobSectionHeader">
Financial Services Support</h4><ul><li>
Prepare and submit account forms and service requests.</li><li>
Track application status and follow up with custodians, carriers, TPAs, and financial institutions.</li><li>
Maintain accurate client records</li><li>
Monitor outstanding paperwork and follow up to ensure completion.</li></ul><h4 class="jobSectionHeader">
Client Service</h4><ul><li>
Answer incoming calls and respond to client inquiries.</li><li>
Schedule client appointments and maintain calendars.</li><li>
Greet clients and visitors professionally.</li><li>
Prepare and send client correspondence, emails, and follow-up communications.</li><li>
Assist with client account opening paperwork.</li><li>
Assist with clients' annual review preparation.</li><li>
Maintain ongoing communication with clients regarding pending requirements and documentation.</li></ul><h4 class="jobSectionHeader">
Administrative Support</h4><ul><li>
Manage calendars, meetings, and appointment scheduling.
</li><li>Prepare reports, presentations, and meeting materials.
</li><li>Maintain electronic and physical filing systems.
</li><li>Process incoming and outgoing mail.
</li><li>Order office supplies and coordinate office maintenance.
</li><li>Assist with special projects as assigned.</li></ul>
BASIC QUALIFICATIONS<ul><li>
2-3 years of administrative experience preferred;</li><li>
Excellent organizational skills with the ability to multitask effectively in a fast-paced environment</li><li>
Bilingual in English and Mandarin.</li><li>
Detail oriented, organized, logical thinking and good communication.</li></ul>
WHAT WE OFFER<ul><li>
Benefits: Health insurance allowance and IRA match</li><li>
Other compensation: Opportunity to earn commission</li><li>
Pay starts at $20 -$25/hour based on experience.</li></ul></div>

Administrative Assistant (Bilingual in Chinese) – Star Seven Financial Services Inc.

Join TransGlobal Holdings Co. and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

TransGlobal Holdings Co.

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Office Administrative Assistant (Bilingual in Chinese)

Administrative Assistant (Bilingual in Chinese) – Star Seven Financial Services Inc.