1+ months

FRONT DESK Administrative Assistant (temp) I10 / Spring Branch area $14

Kelly Services
Houston, TX 77007
**Job Description**

Financial Planning company is looking for temporary FRONT DESK / Administrative Assistant for up to 4 months. The position is more focused on administrative duties and will pay $15. Schedule is Monday thru Friday from 8 AM to 5 PM. Location is off I10 and Spring Branch area.

Provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and providing the highest quality client service.

1. Initiates and monitors administrative details to serve team and clients with excellence, which include but are not limited to:

- Manages all procedures and follow-up necessary to service investment accounts (e.g., processing applications, deposits, withdrawals, transfers; collating and mailing Quarterly Investment Reviews; and generating various investment reports as needed).

- Prepares requested client, branch, or investment reports and spreadsheets in a timely manner.

- Transcribes or composes routine correspondence and emails with speed and accuracy and in keeping with the highest business standards.

- Manages expense reporting process in a manner consistent with Finance procedures.

2. Works in conjunction with Manager and team to initiate and organize meetings and respond to client inquiries regarding actions taken to accomplish goals including:

- Coordinates the scheduling of team appointments, meetings, and travel arrangements.

- Greets team's visitor(s) or client(s) in a warm, welcoming manner.

- Proactively plans for and responds to urgent needs.

- Understands the financial planning philosophy and biblical basis upon which Ronald Blue Trust serves its client base.

- Approaches work, interactions and relationships in a manner consistent with the company's Core Values.

3. Provides administrative support to the Division and/or team in a manner consistent with service standards, including:

- Executes all functions necessary to maintain accurate electronic records and database of prospect and client information in accordance with compliance guidelines and regulations, including maintaining well indexed and up-to-date electronic file systems for correspondence, reports and reference material, and confidential and non-confidential material.

- Gathers, records, and processes pertinent information from clients or financial institutions for record maintenance or further analysis by other team members.

- Effectively utilizes CRM and DMS systems to maintain records in an accurate, up-to-date manner.

- Answers incoming calls and emails in a professional manner, providing routine information or referring to the appropriate team member when needed.

- Actively builds efficiencies and effectiveness into administrative and clerical tasks.

- Performs some branch accounting tasks, such as accounts payable and receivable, as required and forwards all other branch accounting information in a timely manner to the Finance department for processing.

- Processes incoming and outgoing mail efficiently.

- Ensures office equipment is properly maintained.

4. Monitors and orders office supplies as needed within budgetary guidelines, maintaining positive relationships with vendors and service representatives to support the goal of office efficiency.

5. Processes quarterly billing, generates invoices and maintains updated Client Income Projection report in a timely, and accurate manner.

6. Supports and completes special company-wide projects in accordance with prescribed standards and guidelines.

7. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company.


FRONT DESK / Administrative Assistant


- Organizes and expresses thoughts clearly and concisely in both speaking and writing

- Demonstrated excellent computer literacy/skills and knowledge of specialized office programs, including strong proficiency within Microsoft Office products, specifically Microsoft Excel, Word, and Outlook

- Demonstrated knowledge of file management principles and, with assistance from internal training resources, demonstrated competency in utilizing company-specific software applications

- Adeptness at prioritization and proactive planning with ability to complete multiple time-sensitive tasks, responding to urgent needs

- Personal integrity and ability to discreetly handle confidential data

- Aptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environment

- Capability to excel in a team environment as well as working independently

- Desire to serve clients and co-workers with excellence

- Proven strong technical and analytical skills

- Strong business mathematical skills and keen attention to detail

- Strong organization skills and systems acumen

Education, Experience & Skills:

- High School Diploma or equivalent

- Minimum of three (3) years prior experience in a support role in administrative support, customer service, or accounting in a financial, investment, banking or accounting company is strongly preferred.


Kelly Temporary Employee Perks:

Kelly-sponsored Affordable Care Act health care coverage available for eligible employee

Group medical, prescription, vision, dental, life, and short-term disability insurance options that are available for purchase-and the coverage is portable*

Service bonus plan

Holiday pay plan

Weekly electronic pay options

Free online training campus available

Exclusive online employee community

Employee assistance program (EAP) available at no cost

Corporate discounts

Transportation spending accounts

This is an immediate-fill, temporary to permanent position! Only candidates with related and recent experience as FRONT DESK Administrative Assistant will be contacted for an interview.

Thank you!

**Why Kelly** **** **?**

As a worker today, its up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping
you find whats next is what were all about. We know whats going on in the evolving world of workjust ask the nearly 500,000 people we employ
each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a
leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable
a better way to work and live. Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety
of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce, including, but not limited to, minorities, females,
individuals with disabilities, protected veterans, sexual orientation, gender identity. Equal Employment Opportunity is The Law.
Posted: 2019-12-13 Expires: 2020-02-13

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FRONT DESK Administrative Assistant (temp) I10 / Spring Branch area $14

Kelly Services
Houston, TX 77007

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