administrative assistant.

Ready to be the organizational rockstar at a dynamic financial planning office right here in Glastonbury, CT? We’re looking for a sharp, friendly face to become our Part-Time Administrative Assistant—the essential power player who keeps everything running smoothly! Forget boring filing; you'll take charge of the planner's entire schedule, master the art of client relations as the welcoming first contact, and be the backbone that ensures critical client paperwork is handled with precision. If you thrive on detail, love supporting a fast-paced team, and want a role where your organization and professionalism directly impact client success, this is your chance to launch your career alongside top financial talent!



salary: $20 - $21 per hour
shift: First
work hours: 8 AM - 4 PM
education: High School

Responsibilities

Client & Scheduling Support (Primary Focus)

• Meeting Coordination: Schedule, confirm, and manage appointments for the financial planner with both prospective and existing clients.
  
  
• Client Welcome: Serve as the professional and friendly first point of contact, greeting clients in person and answering incoming phone calls and emails.
  
  
• Client Records: Assist with the preparation, processing, and organizing of sensitive client paperwork and documents (e.g., new account forms, service requests).
  
  

Office Operations & Administration

• Calendar Management: Maintain and organize the financial planner's daily and weekly calendar.
  
  
• Correspondence: Draft, proofread, and prepare professional written and electronic communication, including letters and emails.
  
  
• General Office Tasks: Manage day-to-day administrative functions such as filing, scanning, mailing, and ordering office supplies.
  
  
• Data Entry: Accurately update client information and activity within the firm's Customer Relationship Management (CRM) system.
  
  

Skills

Handling Confidential Information

Scheduling Appointments

Preparing Agendas

Transcribing Notes

Maintaining Calendars

Organization

Prioritizing

Working Independently

Written Communication

Administrative Duties

Qualifications

Years of experience: 0 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 you're 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 candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.