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Front Office Administrator - Client Services

Woodbury, MN

Post Date: 10/21/17 Job ID: 00005LTK Industry: Other
Utilize your client service skills and thrive in a small business office environment. THE RIGHT STAFF is seeking experienced Office Administrators for a Client Services opportunity with our Financial Planning Client in Woodbury. Experience in the Financial Industry is a plus. Join their team today! Apply now at

• Located in Woodbury
• Full time, Standard Business Hours
• $18-22 DOE
• Contract to Perm opportunity!

• Manage client relationships by assisting the advisor by gathering client data, processing transactions, opening and maintaining accounts, and more
• Handle client services issues, especially related to scheduling reviews, follow-ups, transfers, and problem resolutions related to client accounts
• Prepare and ensure new business paperwork, prepare electronic forms, obtain signatures, track applications, and more
• Provide general executive administrative support by handling the day to day details regarding client service, calendar maintenance, and database management

• College Degree or equivalent work experience
• 3-5 years of professional client service/administrative experience.
• Prior Insurance or Securities experience is preferred
• Proven Microsoft Word, Excel, and Outlook experience required
• Must be able to provide a high level of communication both verbal and written
• Proven ability to multitask, and be organized
• Must have a high attention to detail
• Must have Strong Customer Service and Follow-up skills
• Have the ability to learn and use multiple software programs

To apply:
Email your resume to

THE RIGHT STAFF offices are NOW welcoming walk-in job seekers! Please be prepared with the following documents: Your resume, one professional reference, and documentation for your I-9. Let us help YOU find YOUR RIGHT job RIGHT NOW!

THE RIGHT STAFF wants to help you succeed! Our team of seasoned professionals works to match you to the best job, best fit, and best location. Temporary assignments to full-time permanent positions, we are here to assist you! Let us help YOU create YOUR success!
We thank all interested candidates. However, only those selected for interviews will be contacted.

THE RIGHT STAFF is an equal opportunity employer.

Min: 3
Max: 7
Edu: 4 Year Degree
Type: Contract to Hire

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