Temporary Administrative Assistant

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Located in Luxemburg, WI

Salary: $18.00-$20.00

An investment company on the east side of Green Bay is looking for a Temporary Administrative Assistant to join their team! The Temporary Administrative Assistant will be responsible for assisting the financial advisors with administrative duties. Qualified Administrative Assistants must have excellent customer service, computer and multitasking skills.  

Temporary Administrative Assistant Highlights: 

• Hours are Monday-Friday, 8:00am-5:00pm 
• Pay is $18.00-20.00/hour, depending on experience 
• THIS IS A TEMPORARY POSITION LAST 1-2 MONTHS  
• Comfortable work environment with a friendly team 

Temporary Administrative Assistant Duties:  

• Prepare client reviews for financial appointments 
• Set up all appropriate forms and summaries for clients prior to appointment 
• Greet customers, and answer incoming phone calls and emails 
• Schedule clients with appropriate advisor 
• Prepare financial reviews through Microsoft Excel 
• Data entry of daily receipts and invoices 
• Follow up directly with clients when paperwork is needed, reject or missing 
• Other tasks and duties as assigned 

 

 

Accounting Requirements:  

• 1+ year of equivalent work experience required 
• Proficient with Microsoft Office Excel, Word, and Outlook  

• Excellent oral and written communication skills  
• Strong organizational and multi-tasking skills  
• A high attention to detail is critical  
• Ability to adapt to different customer behavior types  
• Sense of urgency to achieve goals 

 

 

NOTE: Due to this position being in the financial industry and frequently being exposed to sensitive client information, a clean background and credit history is required. A full background and credit check will be conducted.  

 

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