Administrative Assistant Monday

2 weeks ago


Rockford, United States FurstStaffing Full time

Administrative Assistant – Part-Time Our client is looking for an Administrative Assistant to work part-time in their busy financial office.  The company manages investments for their clients.  The Administrative Assistant will take on general administrative tasks, allowing the investment advisors more time to focus on client engagement.   This role is currently projected to be a long-term project-based position due to several pending developments.   But it could transition to a Furst-to-Hire as business grows.  The ideal candidate will be trustworthy, possess professional communication skills and excellent customer service skills. Hours: 8:30am to noon, M-ThPay: $18.00/hourBenefits: FurstStaffing Benefits Administrative Assistant Responsibilities:Document scanning and digital file organizationData entry and CRM updatesSend thank-you cards, holiday cards, and manage mailingsPrint labels and prepare outgoing correspondenceManage broker-dealer letters and schedule meetings (annual or biannual)Use Microsoft Outlook, Word, and Teams/Office 360 for communication and schedulingAnswer phones and send emailsAssist with billing, invoices, and autopay setupSupport office with various projectsComplete applications and forms, and enter data into appropriate systemsSupport holiday thank-you gift coordination Administrative Assistant Requirements:Professional, organized, and computer literateComfortable with both paper-based and digital systemsPrior experience in financial services or CRM systems is a plus, but not requiredMust not be allergic to dogs (office dog on the premises)Strong interpersonal skills and a “can-do” attitude This is your chance to work with a small, close-knit team and contribute meaningfully.  Apply here, or if already registered with Furst, contact Courtney or Denessa at 815-229-7810.



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