financial services admin

financial services admin.

• conshohocken , pennsylvania

• posted april 12, 2024

job details

summary

• $25 - $30 per hour

• temp to perm

• associate degree

• category office and administrative support occupations

• referenceAB_4509736

job details

We are seeking an experienced Financial Services Admin to join our clients team in the Conshohocken area. The ideal candidate will be responsible for providing administrative support to our financial services department, ensuring smooth operations and efficient client service delivery. This role requires excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment. Must have good phone etiquette and a professional demeanor.

• This position will be full time and will be brought on permanently after 1-2 months.

• Must have a minimum of 3 years of experience and ability to wear many hats.

If interested and qualified, send a copy of your updated resume to ~~~ for immediate consideration!

salary: $25-$30

work hours: 8 AM - 5 PM

Responsibilities

• Assist in the preparation and processing of financial documents, including invoices, expense reports, and financial statements.

• Maintain accurate records of financial transactions and client accounts.

• Coordinate appointments and meetings for financial advisors and clients

• Respond to client inquiries via phone, email, or in-person, providing excellent customer service and support.

• Prepare and distribute correspondence, reports, and presentations as needed

• Assist in the organization and maintenance of client files and databases.

• Monitor and manage office supplies and equipment inventory.

• Collaborate with other team members to support overall departmental goals and objectives.

• Stay updated on industry regulations and compliance requirements

• Perform other administrative tasks as assigned by management.

Skills

• Financial Admin Duties

• Front Desk

• Financial Statements

• Excel

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 ~~~.

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).

Applications accepted on ongoing basis until filled.

get in touch

we are here to help you with your questions.

JL

jenna labes

• +~~~ (tel:+~~~)

• ~~~