Administrative Assistant - Financial Services (30203)
Our Des Moines financial client is looking for an Administrative Assistant. This role will join a family-like staff and support the advisers with client accounts and needs. Candidates must be dependable and able to focus on the details. This company is willing to train a quick learner with professional skills and a desire to grow within the business. Apply now if this contract-to-hire opportunity sounds like a great fit for you!
- Prepare and process new accounts
- Changes and update customer and client accounts as requested
- Update claims
- Transfer accounts
- Review financial information, including non-sufficient funds and beneficiaries
- Receive calls as needed
- Bachelor’s degree required
- At least 1 year of professional office experience
- CRM experience preferred
- Proven computer and communication skills
- 40 hours per week
- 8:00AM-5:00PM Monday-Thursday
- 8:00AM-4:00PM Friday
Palmer Group offers our valued temporary and contract employees, Health, Dental, and Vision insurance the 1st of the month after 60 days of employment. These plans are fully compliant with the Affordable Care Act standards.