Randstad Financial Administrative Assistant in Middleton, Massachusetts

Financial Administrative Assistant

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job details:

  • location:Middleton, MA

  • salary:$17.50 per hour

  • date posted:Thursday, September 7, 2017

  • job type:Temporary

  • reference:S_565934

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description

-Assist advisor in servicing clients including preparing financial plans, and completing transactions as described by the advisor.

-Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings, escort clients to advisor and provide necessary follow-up.

-Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures,

-Prepare documentation to send to home office, track new insurance applications and coordinate rollovers.

-Provide general administrative duties such as answering the advisors phone, process expense management reports

-Prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Working hours: Monday - Friday 8am - 5pm

Skills:

Must have:

-High School Diploma / G.E.D

-Microsoft Office experience

-Customer Service experience

-Ability to juggle multiple priorities

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. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.