Description

We are seeking an Administrative Assistant to join our team in Fort Lauderdale, Florida. In this role, you will be an integral part of our operations within the insurance industry, providing essential support to a financial advisor and facilitating smooth communication channels between clients and our home office.

Responsibilities:

• Manage and direct client communications through various channels including phone calls, emails, website inquiries, and social media.

• Act as the primary liaison between clients and our home office, coordinating requests and ensuring clear communication.

• Process a variety of forms and transactions, ensuring all interactions are documented accurately and securely.

• Schedule, supervise, and confirm appointments, calls, and events to avoid overlaps and logistical issues.

• Undertake and successfully complete assigned projects within the given deadlines.

• Provide exceptional customer service, embodying a high standard of professionalism.

• Utilize skills such as data processing and answering inbound calls to efficiently handle client requests.

• Utilize CRM software to maintain accurate customer records and monitor customer accounts.

• Employ financial services software such as ADP and Concur to support financial advisor operations.

• Highly prefers candidates ClientWorks (LPL) experience.

• Handle cash activity and cash handling processes as per the industry standards.

Requirements • Minimum of 2 years of experience in an administrative role.

• Proficiency in ADP - Financial Services.

• Experience with Concur is necessary.

• Proficiency in CRM.

• Knowledge of Crystal Reports is required.

• Experience in Data Processing.

• Familiarity with About Time software.

• Experience in answering inbound calls.

• Understanding of buying processes.

• Experience in cash activity and cash handling is necessary.

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) .