Administrative Assistant II

Valmark Financial Group is looking for someone with strong communication skills, high attention to detail, and strong follow-through skills to join our team as an Administrative Assistant II. If you possess these skills, this is a great opportunity to be part of a team that administratively supports department managers and senior management, as well as ensure our office runs smoothly.

Join Our Team!

At Valmark, people are the most critical component of our long-term success and fittingly, the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a genuine desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of being a Top Workplace in Northeast Ohio every year since 2020!

Job Summary

The Administrative Assistant II is a critical thinker with strong analytical skills who supports a team of executives and managers in their day-to-day responsibilities. The Administrative Assistant II will be responsible for making sure the supported team operates in a smooth, positive, and professional manner. The Administrative Assistant II’s primary responsibilities include: managing calendar appointments, scheduling meetings, managing incoming phone calls, and performing miscellaneous project and administrative work.

Essential Functions And Responsibilities

• Provide administrative support to a defined team of executives and managers.
• Manage calendar appointments, schedule and coordinate meetings and travel arrangements.
• Create and edit documents, including correspondence, reports, memoranda, and emails.
• Answering incoming telephone calls and redirecting callers to the appropriate party.
• Prepare meeting agendas.
• Record, compile, transcribe and distribute meeting minutes.
• Open, sort and distribute incoming correspondence.
• Serve as back-up to other administrative assistants during absences, including the mailroom and receptionist roles.

Core Competencies

• Excellent written and oral communication skills.
• Ability to use discretion when working with confidential information.
• Critical thinking with strong analytical and problem-solving skills.
• Strong interpersonal skills, tactful, and diplomatic.
• Ability to plan and organize multiple activities and schedules, and adjust to varying priorities.
• Advanced proficiency using Microsoft Office software (Outlook, Word, Excel, PowerPoint).
• Keen attention to detail.
• Exhibit flexibility, adaptability, and an ability to work in an ever-changing environment.
• Self-motivated with capability to take initiative and work both independently and as a member of a team.

Required Education And Experience

• High School Diploma or GED
• 1-3 years in administrative support role in professional office setting

Preferred Education And Experience

• Associate’s or Bachelor’s Degree

Physical Demands

This is a largely sedentary role; however, may occasionally lift up to 25 pounds. It may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer use during the workday.

Position Type and Expected Hours of Work

Days and typical hours of work are Monday through Friday, 8:30 a.m. to 5 p.m. Some flexibility in hours may be allowed, but a 40-hour work week is required for full-time status.

Valmark reserves the right to modify, interpret, or apply this job description in any way the Company desires. This job description in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.

Posted: Monday, August 4, 2025

Job # 225