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We are offering a long-term contract employment opportunity for a meticulous Administrative Assistant in the finance industry, based in Chicago, Illinois. As an Administrative Assistant, your role will revolve around ensuring regulatory compliance, assisting with paperwork associated with insurance policies, annuities, and mutual funds, and providing excellent customer service.
Job Responsibility:
Assist in the completion and submission of forms and documents for clients to insurance and financial companies
Conduct follow-ups with these companies to confirm delivery and compliance
Ensure strict adherence to SEC regulatory compliance
Navigate seamlessly in a fast-paced environment with minimal training
Manage inbound and outbound calls, providing top-notch customer service
Perform data entry tasks and maintain accurate records
Schedule appointments and handle email correspondence proficiently
Requirements:
Proficiency in Microsoft Excel, Outlook, PowerPoint, and Word
Experience in data entry with attention to detail
Knowledge of compliance regulations and underwriting principles
Experience in managing paperwork
Understanding of financial products such as mutual funds and annuities
Proven customer service skills
Ability to manage email correspondence effectively
Experience in handling inbound and outbound calls
Ability to schedule appointments and manage calendars efficiently
What we offer:
Medical, vision, dental, and life and disability insurance
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