Jobs for People with MS: National MS Society

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Robert Half Financial Administrative Assistant in Neenah, Wisconsin

Description

We are offering a contract to hire employment opportunity for a detail-oriented Administrative Assistant in Neenah, Wisconsin. This role involves providing varied and complex administrative duties in a financial provider setting. The ideal candidate will be skilled in handling client communication, managing workflow, conducting research, and preparing reports.

Responsibilities include:

• Managing the calendar, travel arrangements, and expense report processing for assigned client administrators.

• Optimizing client onboarding processes and managing client communication channels to ensure client satisfaction.

• Compiling client data and generating accurate reports such as sales and performance reports.

• Conducting in-depth research to gather client-specific information, identify trends, and support client needs.

• Handling all forms of client communication with utmost professionalism, accuracy, and timeliness.

• Processing mailing tasks and ensuring that important documents and information reach clients promptly.

• Answering client inquiries over the phone, providing information, and addressing any concerns.

• Preparing and distributing client statements and providing tax-related details when needed.

• Utilizing various tools like Microsoft Outlook, Word, and Excel to maintain efficiency.

• Collaborating with assigned officers, internal departments, and centers of influence to ensure smooth operations.

• Maintaining confidentiality of sensitive client information and adhering to strict security protocols.

For immediate consideration, please apply today!

Requirements • Proficiency in Microsoft Office Suite, including Microsoft Word, Excel, Outlook and PowerPoint.

• Strong customer service skills and experience in handling inbound and outbound calls.

• Demonstrated ability to manage administrative tasks in an office environment.

• Excellent data entry skills with a high level of accuracy and attention to detail.

• Experience with email correspondence and managing schedule appointments.

• Strong communication skills, both written and oral, for effective client communications.

• Proven administrative management experience and ability to provide administrative assistance.

• Familiarity with financial institutions and an understanding of financial education.

• Ability to handle multiple tasks and priorities in a fast-paced environment.

• Excellent problem-solving skills and ability to think critically.

• High level of professionalism and ability to maintain confidentiality.

• Ability to work both independently and as part of a team.

• Strong organizational skills and ability to manage time effectively.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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