Job Description

Job Title:Administrative Support/Office Assistant/Administrative Coordinator

Duration: 6+ Months(Opportunity for extension)

Location: St. Petersburg, FL

Working Model: Onsite

Pay Rate Range:$20-$23/Hr on W2

Description:

• The main function of this role is dealing with returned mail.

• This can involve making phone calls, scanning, documenting and emailing and batching.

• Strong attention to detail required

• Microsoft Office experience required

• Must be professional- well-spoken and excellent oral and written communication

Job Summary:

• Under direct supervision associate works in a multi-skilled environment to ensure all client account documents meet industry regulations by acting as a liaison between branch personnel and the Home Office. Associate will primarily handle batching and scanning of returned mail. Troubleshoot and/or train on systems and processes through world class phone support. As well, facilitates problem resolution and document processing.

• 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. Essential Duties and Responsibilities:

• Reviews, updates, maintains, and services client accounts by ensuring the documentation meets industry policies and regulations which will protect the firm, Financial Advisor's (FA's) and clients.

• Answers operational and compliance questions via phone or email related to systems and department processes.

• Prepares industry-required mailings to clients.

• Serves as a liaison between branches and other home-office personnel in a call center environment.

• Provides support and direction regarding required operational processes, policies and timeframes.

• Educates FA's and home-office personnel on the use and maintenance of systems required for submitting documentation to the Home Office.

• Provides support as well as assists in on-the-job training for other associates

• Supports a continuous improvement environment by providing feedback on processes and procedures.

• Performs other duties and responsibilities as assigned.

Skills: Knowledge, Skills, and Abilities:

Knowledge of:

• Company policies, procedures, practices, products and services.

• Principles, practices, and procedures of general office and departmental concepts.

• Knowledge of MS Office sufficient to create letters, documents, update/create spreadsheets and sends emails.

Skill in:

• Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

• Problem solving and analysis sufficient to assess client issues and accurately provide resolutions.

• Operating call center software applications.

Ability to:

• Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations.

• Learn and interpret department policies, procedures and requirements.

• Constructively work under stress and pressure when faced with high volume and deadlines.

• Provide courteous, timely service when addressing client issues and transactions.

• Use good judgment in responding to client issues.

• Acquire and maintain new knowledge in an ever changing process driven environment.

• Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.

Education: High School Degree or equivalent with at least two (2) year of customer service experience.

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