Administrative Assistant Reception

TEKsystems • Sun City Center, FL

4d • $18 - $18 • Onsite

About The Position

In this Administrative Assistant assignment, you will provide administrative and clerical support within a financial services and stock brokerage office. You will serve as a primary point of contact for clients and visitors while supporting day-to-day office operations. Responsibilities include handling incoming phone calls, processing mail, maintaining files and records, assisting with client requests, and supporting routine operational activities in a professional and confidential manner.

Requirements

• Handling incoming phone calls
• Processing mail
• Maintaining files and records
• Assisting with client requests
• Supporting routine operational activities
• Document preparation
• Scanning
• Copying
• Data entry
• Support for money movement transactions
• Process and assist with check deposit activities
• Maintain confidentiality of client information and company records
• Follow established procedures

Nice To Haves

• Previous receptionist, administrative assistant, banking, brokerage, or wealth management office experience.
• Experience handling client-facing interactions in a professional services environment.
• Familiarity with financial transaction processing, deposits, or money movement activities

Responsibilities

• Answer and direct incoming telephone calls in a professional and courteous manner.
• Greet clients and visitors and provide front-office reception support.
• Assist clients in person and over the phone with routine questions and service requests.
• Prepare outgoing mail, apply postage, and distribute incoming correspondence.
• Maintain physical and electronic filing systems and ensure records are organized and up to date.
• Support office administrative functions including document preparation, scanning, copying, and data entry.
• Assist with routine client service requests, including support for money movement transactions in accordance with established procedures.
• Process and assist with check deposit activities while adhering to applicable policies and controls.
• Maintain confidentiality of client information and company records.
• Follow established procedures and escalate questions or issues to management as appropriate.
• Support a professional, organized, and client-focused office environment.

Benefits

• Medical
• dental
• vision
• Critical Illness
• Accident
• Hospital
• 401(k) Retirement Plan
• Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed