financial services sales admin

financial services sales admin.

boca raton , florida

posted today

job details

summary

$55,000 – $60,000 per year

permanent

bachelor degree

category office and administrative support occupations

referenceAB4614189

job details

About Us: Join our dynamic team where we specialize in delivering top-tier financial services to our clients. We are seeking a highly organized and detail-oriented Financial Services Sales Administrator to provide critical support to our finance team and help maintain the smooth running of our financial operations. Big plus if you have your 215 License! Qualifications:

Bachelors degree in Finance, Business, or related field (preferred but not required).

3 years of experience in financial services, insurance, or related administrative roles.

215 License (Life, Health, and Variable Annuities) is a big plus.

strong organizational skills and attention to detail, with the ability to manage multiple tasks effectively.

Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with financial software is a plus.

Excellent communication and customer service skills.

Ability to work in a fast-paced, client-focused environment.

salary: $55,000 – $60,000 per year

shift: First

work hours: 8 AM – 5 PM

education: Bachelors

Responsibilities

Key Responsibilities:

Provide administrative support to the financial services team, including scheduling, documentation, and correspondence.

Manage client accounts, process transactions, and handle financial documentation with precision and confidentiality.

Assist in preparing financial reports, presentations, and spreadsheets for management.

Maintain and update records of client interactions, ensuring accuracy and compliance with internal and external regulations.

Serve as a point of contact for client inquiries, providing excellent customer service and resolving issues promptly.

Assist in coordinating meetings, appointments, and event planning for the financial department.

Ensure timely follow-up on client requests and communication.

Skills

215 License

Financial Services

Sales Admin

Excel Pivot Tables

External Financial Statement Preparation

Qualifications

Years of experience: 5 years

Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether youre looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

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 Randstad, 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 HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidates education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

This posting is open for thirty (30) days.

get in touch

we are here to help you with your questions.

CP

chelsey poropat

1 561 226 5722 (tel:1 561 226 5722)

chelsey.poropat@randstadusa.com