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Administrative Assistant

https://www.roberthalf.com Logo

Robert Half

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Location:
United States, Chicago

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Category:
Office Administration

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

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
  • Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:
March 23, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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