Sr. administrative assistant

Randstad has partnered with a Financial Services business to assist with filling their open Sr. Administrative position. They are look for an experienced administrative professional with industry background to support their team. The ideal candidate will have at least 3 years of industry experience with excellent communication, organizational, and interpersonal skills. This is a permanent full time position with a hybrid schedule reporting to the office 3 days a week (Mondays, Wednesdays, and Fridays).


salary: $75,000 - $80,000 per year
shift: First
work hours: 9 AM - 5 PM
education: High School

Responsibilities

• Prepare, process, and track account paperwork (applications, transfers, beneficiary updates) while actively coordinating with custodians, broker-dealers, and clients to secure signatures and drive transactions to completion.
• Schedule, confirm, and manage client appointments, including proactive call follow-ups, calendar management, and comprehensive preparation and task completion for client review meetings.
• Guide clients through online access issues, portal navigation, tax form retrieval, and financial planning tools like eMoney, while managing primary email correspondence and mailings/FedEx.
• Maintain and continuously update the contact management system (CRM), enter financial planning data, and track pending opportunities and transactions.
• Ensure compliance by maintaining required books, records, paper/digital filing, and correspondence archives.
• Adapt quickly to provide flexible support for unexpected projects and daily operational needs as they arise.

Qualifications:

• At least 3 years of administrative experience in the Financial Services field
• Proficiency with Redtail and Microsoft Office Suite
• Excellent communication, organizational, and interpersonal skills

Skills

• Redtail
• Financial Services
• Microsoft Office
• Appointment Scheduling
• Customer Service
• Organizational Skills
• detail oriented
• Communication
• Emoney
• Working with Broker Dealers

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 View email address on click.appcast.io.

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.

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.