Overview
Administrative Assistant – Financial Services Jobs in Henrietta, NY at TES Staffing Inc.
Title: Administrative Assistant – Financial Services
Company: TES Staffing Inc.
Location: Henrietta, NY
Job DescriptionOur client, a highly regarded Financial Advisement team, is actively seeking a professional, motivated and detail oriented Administrator for their growing firm. This role offers stability, excellent room for growth- both professionally and financially, and is part of one of the most sought after Financial Advisory firms in Western New York.
This position offers flexible hours, Monday-Friday. Hours are 8:00a-4:30p OR 7:30a-4:30p
Contract to hire after successful probationary period
Pay is $20/hr+, Depending on Experience
Huge opportunity to have a long lasting, stable career with an award winning team.
Job Duties will include:
Help a financial advisors to deliver a high level of customer service to clients.
Prepare, scan, email, fax and file investment and insurance forms on a daily basis
Data enter into a high volume of forms with a high level of accuracy
Review forms for accuracy and correct data entry errors
Call financial service centers throughout the day to request help with forms and client service requests
Answer phone calls, respond to emails, schedule and confirm meetings with clients
Assist clients with basic service requests
Call and email clients to obtain information and update client contact info as it changes
Prepare and print reports for meetings
Qualifications:
1+ year of office experience
Associates Degree or higher, experience to be considered in lieu of education
Extreme attention to detail, strong sense of urgency
Exceptional verbal and written communication skills
Ability to quickly identify and resolve data entry errors
Excellent time management and organizational skills
A professional demeanor, integrity, and a positive attitude
An excellent ability to prioritize, decision make and problem solve independently
An ability to handle competing priorities and interruptions throughout the day
Proficiency in Microsoft Outlook, Word & Excel
A desire to learn and grow in the position long term
This role will also require a credit and extensive background check.
Company Description
TES Staffing is a regional staffing and HR services company. We work with Western NY’s top companies to offer our applicants a wide variety of choices when looking for their next career opportunity. We will work with you to identify your strengths and try to match you up with the right job opening we have at that point in time. We look forward to working with you and cannot wait for you to create your future together!
TES Staffing is a regional staffing and HR services company. We work with Western NY’s top companies to offer our applicants a wide variety of choices when looking for their next career opportunity. We will work with you to identify your strengths and try to match you up with the right job opening we have at that point in time. We look forward to working with you and cannot wait for you to create your future together!
