Processing Administrative Assistant Job at TRC
Our client, USA Mortgage, is hiring immediately for a stellar Admin Assistant to support the Processing Manager at the West Hills, CA location. This person must be a natural problem solver with the professional/business acumen suited for C-level and high level client facing opportunities. This position comes with high visibility at a company that looks internally to promote from within and provide aggressive career growth.
Pay Rate: $22/hr-25/hr.(dependentupon experience)
Reason for Opening: Current employee has been promoted and will train their backfill
100% Onsite with the following schedule:
Please Note :
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Pay Rate: $22/hr-25/hr.(dependentupon experience)
Reason for Opening: Current employee has been promoted and will train their backfill
100% Onsite with the following schedule:
- Work weeks are Monday to Friday; 8:30 am 5:00 pm with a 30-minute lunch break.
- The Administrative assistant/Processing may be required to work overtime. All overtime must be assigned and pre-approved.
- Open to considering 3-5 years of work experience within an administrative capacity and/or dealing with clients, in lieu of Degree.
- Handle Customer Service requests and processing of investment applications, deposits, withdrawals, rollovers, opening new accounts death claims, address changes, RMDs, asset listings, and transfers.
- Work with financial planners in preparing applications for client appointments.
- Clerical/receptionist duties, including answering phone calls and listening to voicemail.
- Process outgoing requests including FedEx, certified mail, and messenger services.
- Handle incoming and outgoing correspondence, phone calls and emails.
- Transcribing meeting notes.
- Sending out client letters
- Making initial prospect contacts for financial advisors.
- Prepare paperwork for client 2nd 3rd appointments.
- Attending workshops
- The position requires you to be able to multitask while maintaining focus on details.
- Understanding of the use of Microsoft office including; Excel, Word, Outlook, etc.
- Adhere to client, associates, and financial institutions requests as instructed. Ask for clarification if needed.
- Be clear and concise in all communications with all clients, associates, and financial institutions.
Please Note :
blog.nvalabs.org is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, blog.nvalabs.org provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.