Job Information
Robert Half Administrative Assistant in Chicago, Illinois
Description
We are looking for a Financial Services Administrative Assistant to support one of our clients Downtown Chicago. This role is critical to operations as it involves providing essential support to the team and ensuring the smooth running of daily operations. If you have a background handling mutual funds, this could be the opportunity for you! The successful candidate will be responsible for answering inbound calls, delivering excellent customer service, extensive filing, and performing data entry tasks, among other duties.
Responsibilities:
• Answering inbound calls promptly and professionally, redirecting calls as necessary.
• Providing excellent customer service, addressing customer queries, and resolving issues effectively.
• Performing data entry tasks with a high level of accuracy.
• Handling email correspondence professionally and timely.
• Scheduling appointments and meetings as required, ensuring effective communication of schedule changes.
• Maintaining confidentiality and professionalism at all times.
• Collaborating with team members to ensure smooth operations and efficient work processes.
• Continually updating skills and knowledge related to the job function and industry.
Requirements
Experience within the Financial Services industry.
Experience handling Annuity and Mutual funds.
Proficiency in Microsoft Office Suite including Microsoft Word, Microsoft Excel, Microsoft Outlook, and Microsoft PowerPoint
Ability to perform data entry tasks with high level of accuracy
Strong written and verbal communication skills
Ability to work effectively in a team environment and independently when required.
Demonstrated ability to handle confidential and sensitive information in a professional manner.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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