Job Information
Robert Half Operations Assistant in Green Bay, Wisconsin
Description
We are offering an exciting opportunity for an operations assistant based in Green Bay, Wisconsin. This role involves handling the day-to-day operational duties of our firm, ensuring the smooth running of the office, and managing all client paperwork and processing in a timely and accurate manner.
Responsibilities:
• Greet clients and handle incoming phone calls
• Coordinate client paperwork
• Manage calendars the office.
• Process new accounts, account transfers, new contributions, and redemptions as well as changes to accounts
• Create client meeting update books and reviews and handle miscellaneous operation activities.
• Develop and maintain written systems of all activities.
• Handle miscellaneous office activities
Requirements
• Proficiency in Customer Relationship Management (CRM) software
• Experience working with Management Systems
• Advanced skills in Microsoft Excel
• Strong understanding of compliance regulations and procedures
• Ability to identify and resolve discrepancies efficiently
• Series 65 license is required
• Previous experience in Administrative Assistance is necessary
• Proven Administrative experience in a similar role
• Familiarity with Administrative Office procedures and systems
• Ability to handle Phone Coverage effectively
• Excellent Phone Etiquette
• Proficiency in managing paperwork and documentation
• Experience in handling Account Transactions effectively.
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.
© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .