administrative assistant - financial planning.

If you’re an organized, detail-oriented professional with a passion for delivering top-notch administrative support and ensuring exceptional client experiences, we’d love to hear from you! Join our team and play a vital role in helping individuals achieve their retirement goals. Apply today and take the next step in your career with our dynamic and supportive financial planning firm. We’re excited to learn more about how your skills can make a difference!

salary: $50,000 - $75,000 per year
shift: First
work hours: 9 AM - 5 PM
education: Bachelors

Responsibilities

Client Support:

• Scheduling meetings between clients and financial advisors.
• Preparing and organizing client documents, including retirement account statements, financial plans, and investment summaries.
• Maintaining ongoing communication with clients, such as reminders for key deadlines (e.g., RMDs or annual reviews).

Documentation & Compliance:

• Managing sensitive client information and ensuring secure document storage.
• Assisting with compliance tasks, such as maintaining up-to-date client files and supporting audits.
• Handling paperwork related to account openings, transfers, withdrawals, and retirement plan rollovers.

Operations & Coordination:

• Acting as the main point of contact for client inquiries and escalating complex questions to financial planners.
• Tracking deadlines for retirement milestones like Medicare enrollment, Social Security, and required minimum distributions (RMDs).
• Coordinating with third-party providers, such as custodians, insurance companies, or investment platforms.

Financial Tools & Technology:

• Managing CRM systems to track client interactions and update financial planning tools.
• Creating reports and presentations for client meetings, including retirement projections or portfolio reviews.

General Office Administration:

• Handling correspondence, calls, and email communications.
• Managing office operations, such as ordering supplies, handling billing, and coordinating team calendars.

Skills

Administrative Duties

Answering Phones

Organization

Oral Communication

Written Communication

Handling Confidential Information

Maintaining Calendars

Qualifications

Years of experience: 3 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.