Administrative Assistant - Hybrid

TEKsystems

6d • $22 - $25 • Hybrid

About The Position

Are you highly organized, detail-oriented, and passionate about supporting operational excellence? We’re looking for an Administrative Assistant to join our team on a contract basis. This fully remote role offers the opportunity to work with a leading national financial institution, providing critical administrative and client support for investment and lending services.
If you thrive in a fast-paced environment and enjoy managing multiple priorities, this position is an excellent fit for you.

Requirements

• High School Diploma required.
• Minimum 1 year in administrative support, call center, or retail branch environment.
• Experience with insurance, investment products, or credit union services preferred.

Nice To Haves

• Prior experience supporting an investment team is a plus.

Responsibilities

• Client Support: Assist with inbound and outbound calls, account paperwork, account servicing, and issue resolution for the investment services program.
• CRM Administration: Monitor referral processes, SLAs, dashboards, and reporting within CRM systems.
• Lending Coordination: Partner with Consumer Lending to manage stock-secured loan collateral account opening, servicing, and maintenance.
• Regulatory Compliance: Maintain and organize files and records to meet FINRA, OSJ, and Insurance Agency requirements.

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and 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: High school or GED
• Number of Employees: 5,001-10,000 employees