If you are looking to grow your career in the financial industry and enjoy supporting a team of professionals with high-level administrative and platform solutions, this is the role for you!
Position Overview
- Pay Rate: $21.00 per hour
- Schedule: * Monday – Thursday: 8:30 AM – 5:30 PM
- Friday: 8:00 AM – 5:00 PM
- Location: Palm Beach Gardens, FL (100% Onsite)
- Status: Temp-to-Hire
- Advanced Administrative Skills: Proven experience in a high-volume administrative role.
- Technical Proficiency: Excel skills are a must. Familiarity with financial tools (like MorningStar) or CRM systems is highly preferred.
- Financial Services Interest: While this is an excellent entry point into the industry, prior experience in financial services (e.g., Registered Client Service Associate) is a significant plus.
- Compliance: Must be able to pass a Level 2 Fingerprint Background Check.
- Collaboration: Ability to work effectively within a team, coordinating closely with Operations and Compliance departments.
This position offers a stable, professional work environment with a consistent schedule and the opportunity to transition into a permanent role with a reputable firm.
Apply today to take the next step in your professional career! jennifer.torres@randstadusa.com
salary: $20 - $21 per hour
shift: First
work hours: 8 AM - 5:30 PM
education: High School
Responsibilities
- Platform & Tech Support: Assist financial advisors with proprietary technology, CRM systems, and portfolio management tools such as MorningStar.
- Administrative Advisory Support: Manage the onboarding process for new advisors, process essential paperwork, and maintain the integrity of client data.
- Process Improvement: Proactively identify ways to streamline internal workflows and systems to increase firm-wide efficiency.
- Operational Assistance: Handle daily administrative tasks, including scheduling and servicing client accounts to support ongoing business development.
- Relationship Management: Build and maintain rapport with advisors to ensure they are successfully utilizing firm services and technology.
- working in a smoke free environment
Skills
- Organization
- Multi-tasking
- Basic Computer Skills
- Administration
Qualifications
- Years of experience: 2 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.
