Admin Assistant - Full-time / Part-time

Job DescriptionDuties: Job Summary:Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information. Essential Duties and Responsibilities:Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries. Researches client and security information through the back office system. Processes and follows up on client documentation for proper maintenance of accounts. Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients. Creates and maintains records and files. Ensures required client paperwork is current with firm and industry requirements, rules and regulations. Maintains databases and creates reports using portfolio software programs. Assists Financial Advisors with marketing efforts including seminars, etc. Receives and processes securities. Receives cross-training and assists with other operational functions as required. Performs other duties and responsibilities as assigned.Skills: Requirements:1+ years' experience working within a corporate/professional office environment2+ years of customer service oriented experienceWillingness to go above and beyond for customers Proactive problem solving skills Ability to maintain a professional demeanor at all timesStrong written and verbal communication skills Working knowledge of Microsoft Office Suite (Outlook, Word, Excel)Nice to Have But NOT Required:Experience working within a call center/metrics driven environmentExperience working within the financial services industryAssociates Degree or higher Education: Minimum of a High School Diploma/GED Completed Why Kelly®?At Kelly Services®, we work with the best. Our clients include 95 of the Fortune 100™ companies, and more than 70,000 hiring managers rely on Kelly annually to access the best talent to drive their business forward. If you only make one career connection today, connect with Kelly. About Kelly Services® As a workforce advocate for over 70 years, we are proud to directly employ nearly 500,000 people around the world and have a role in connecting thousands more with work through our global network of talent suppliers and partners. Revenue in 2016 was $5.3 billion. Visit kellyservices.com and connect with us on Facebook, LinkedIn and Twitter. Kelly Services is an equal opportunity employer including, but not limited to, Minorities, Females, Individuals with Disabilities, Protected Veterans, Sexual Orientation, Gender Identity and is committed to employing a diverse workforce. Equal Employment Opportunity is The Law.]]