- Bachelor’s degree in Business Administration, Finance, or a related field (preferred but not required).
- strong organizational and time-management skills.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Excellent written and verbal communication skills.
- High level of professionalism and discretion when handling sensitive information.
- Ability to adapt to a fast-paced environment and work both independently and collaboratively.
- Current insurance license (e.g., Life, Health, or Annuities) or willingness to obtain one.
- Experience with CRM or financial systems (e.g., Salesforce, Orion).
- Basic knowledge of financial planning, wealth management, or insurance products.
salary: $50,000 - $55,000 per year
shift: First
work hours: 8 AM - 5 PM
education: Bachelors
Responsibilities
Key Responsibilities:
- Provide administrative support to financial advisors, including scheduling meetings, preparing client files, and managing correspondence.
- Assist with client account setup, updates, and documentation, ensuring accuracy and compliance with industry regulations.
- Coordinate the preparation of client-facing reports, presentations, and financial summaries.
- Respond promptly to client inquiries, demonstrating professionalism and a commitment to excellent service.
- Support the onboarding of new clients by managing paperwork and liaising with internal departments.
- Monitor tasks such as transactions, policy updates, and follow-ups to ensure timely completion.
- Stay informed about industry standards, company policies, and compliance requirements.
- Collaborate with the team to enhance workflows and improve client service delivery.
Skills
Qualifications
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.
