Administrative Support Associate

Description

Position Summary:

Primary responsibility for completing new client account information for President. Support the completion of client account paperwork and existing account information as required to support client needs.

Description of Duties:

· Execute client paperwork, preparing and completing new accounts, rollovers and other client administrative services for the President and others as assigned.

· Assist in preparing reports and other documents to support the President’s daily schedule, attending client meetings with as needed/requested.

· Deposit checks into clients’ accounts and complete check blotter and maintain all records per compliance requirements.

· Complete changes to client account information in the client central and wealth management system as assigned.

· Provide support for Receptionist position, managing phones during lunch period and other periods as assigned.

· Primary responsibility for securing and maintaining hard copy files, including retention of files.

· Attend, coordinate and assist with events as assigned.

· Maintain the highest level of confidentiality with all information obtained.

· Perform any other duties deemed necessary for the smooth operation of the company.

Additional Skills & Qualifications

Essential Qualifications:

· Strong attention to detail and instructions.

· Ability to present and communicate ideas and concepts in public and private, verbally and in writing.

· Demonstrated accuracy and thoroughness to ensure the highest quality of work.

· Ability to demonstrate a positive customer service attitude and good personal skills.

· Experience using Microsoft Office and ability to learn different applications.

· Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality.

· Excellent problem solving, strong organizational and communication skills.

Nice to Have:

-Someone that has come from a bank teller or financial services setting

-Someone interested in a long term career path in wealth management

-SIE/Securities Industry Exam Certification

Experience Level

Intermediate Level

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This is a Contract position based out of Fresno, CA.

The pay range for this position is $20.00 - $22.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

This is a fully onsite position in Fresno,CA.

This position is anticipated to close on Sep 16, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.