administrative assistant - new business coordinator.

The advisor has spent over 35 years providing financial planning services to his clients, emphasizing comprehensive planning in partnership with non-profit organizations and within the special needs space. He is distinguished as holding particular knowledge of federal laws as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianships, as well as other financial considerations for providing quality lifetime care to those with special needs.

Shift and Pay:
Mon-Fri 8am-5pm, $22-$25/hr

The advisor is frequently engaged as a speaker at parent support group meetings and state conferences with 60-80 speaking engagements per year, and he is nationally recognized in the area of special needs planning.

The ideal candidate will work alongside the advisor and his existing team to collaboratively meet clients' needs by providing support throughout the application process - from meeting preparation, to business submission, to placement and delivery.

The successful candidate will be personable, detail-oriented and proactive, tech savvy, able to multi-task and understands the importance of confidentiality. This position requires the ability to work well in both a self-directed manner and in a collaborative team environment while embracing the firm's core values.

Responsibilities:
Submit business applications and its process cycle
Support client requests and inquiries
Problem solve and support busy advisor throughout the practice
Additional administrative duties

Working hours: 8:00 AM - 5:00 PM

Skills:
Team player and ability to adapt to change and other responsibilities
Ownership with time management, organization, and product knowledge
Attention to detail and effectively receive, interpret, and disseminates information accordingly through verbal or written communication
Proper grammar usage in communication with clients is of the utmost importance
Acts as a liaison for advisor with business partners and clients
Capable of completing multiple tasks and meeting established objectives and deadlines

Education:
Bachelors

Experience:
1-4 years

Qualifications:
2+ years of professional administrative experience
Proficient use of MS Office (Word, Excel, Outlook, etc.), CRM experience a plus
Excellent telephone, written, and interpersonal communication skills
College degree or comparable professional work history
Investment/FINRA registrations are a plus, but not required


If you are interested, please apply today and send your most updated resume to elleyang@spherion.com. Thank you!

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).