Experience Inc. Jobs

financial services administrative assistant.

• boca raton , florida

• posted august 22, 2024

job details

summary

• $55,000 - $60,000 per year

• permanent

• bachelor degree

• category office and administrative support occupations

• referenceAB_4593201

job details

A dynamic and fast-growing financial services firm dedicated to providing exceptional investment solutions and financial guidance to our clients is expanding their team! Our team is comprised of industry experts who are committed to delivering top-notch service and building long-lasting relationships with our clients. We are looking for a highly motivated and detail-oriented Administrative Assistant to join their team and contribute to their continued success.

Position Summary:

As an Administrative Assistant, you will play a pivotal role in supporting our financial services team in providing comprehensive investment solutions and superior customer service. Your adaptability, attention to detail, and preference for a 440 license (or willingness to obtain it) will be essential in helping us maintain our high standard of service.

Qualifications:

• Previous experience in a similar role, ideally in the financial services or investment industry.

• A preference for a 440 license or a strong willingness to obtain one (if not already held).

• Outstanding customer service skills with a genuine desire to help and support clients.

• Excellent attention to detail and organization skills.

• strong adaptability to a dynamic and fast-paced work environment.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

• strong written and verbal communication skills.

• Commitment to maintaining client confidentiality and data security.

salary: $55,000 - $60,000 per year

shift: First

work hours: 8 AM - 5 PM

education: Bachelors

Responsibilities

Key Responsibilities:

• Client Interaction: Interact with clients in a professional and courteous manner, addressing inquiries and providing general information as needed. Ensuring a positive client experience is a top priority.

• Administrative Support: Assist with various administrative tasks, such as document management, scheduling appointments, and maintaining client records. Handle incoming and outgoing communications efficiently.

• Financial Document Preparation: Prepare and review financial documents, reports, and presentations. Ensure accuracy and compliance with company standards.

• Data Entry: Maintain accurate and up-to-date data records, making sure all client information is entered correctly into our systems.

• Compliance Assistance: Assist with compliance requirements, including document retrieval and verification, to ensure the firm operates within regulatory guidelines.

• Project Support: Collaborate with the team on special projects, including research and analysis to support investment strategies and decisions.

• Team Collaboration: Work closely with financial advisors and other team members to facilitate seamless operations and teamwork within the company.

Skills

• Maintaining Calendars

• Interpersonal Skills

• Financial Services

• Investment Administration

• Data Entry

• Preparing Agendas

Qualifications

• Years of experience: 2 years

• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

This posting is open for thirty (30) days.

get in touch

we are here to help you with your questions.

LI

lauren izzo

• +1 561 226 5722 (tel:+1 561 226 5722)

• lauren.izzo@randstadusa.com