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Administrative Assistant, Financial Services

Faith Casler Associates, Inc. Needham, MA
  • Expired: 20 days ago. Applications are no longer accepted.

Administrative Assistant
Financial Services/Insurance Providers
to 55k
Needham, MA

Our client, an established firm providing outstanding financial services to a growing client base, seeks an addition to the team of financial advisers. Qualifications include 3 years of previous administrative support experience. Prefer someone experienced with the new business insurance process. Requisites include excellent detail orientation, client interface ability, and a minimum of 3 years’ experience. Solid MS Office ability, a polished, professional demeanor with a positive approach to work and an ability to produce quality work in a time-sensitive manner. BS/BA required. This is an excellent opportunity for an upwardly mobile candidate.


  • Meet and greet clients, answer phones
  • Calendar management, travel arrangements
  • Professional correspondence; Transcribe dictation
  • Email management - prioritize, organize, and follow up
  • Provide information to clients and follow up with insurance or investment companies and the client to completion
  • Upload client data and aggregate account information
  • PowerPoint presentations
  • Plan weekly Client Review Meetings and prepare materials, process meeting notes
  • Track licenses and other compliance-related items (keep up to date)
  • File management; maintain files regarding investments, insurance, and other personal information


  • Bachelor’s Degree required
  • Three years’ experience minimum, experience in financial services is strongly preferred.
  • Strong Intermediate Microsoft Office skills (Word, Excel, PowerPoint, Outlook)
  • Experience with The Living Balance Sheet and Smart Office is a considerable plus
  • Strong communication skills (written and verbal)
  • Excellent client interface ability and service-oriented
  • A team player with a positive attitude
  • Fast-paced environment
  • Ability to multitask
  • Great organizational ability

Faith Casler Associates, Inc.

Why Work Here?

Your Placement is Our Priority!

Faith Casler Associates, Inc. is an established permanent and temporary staffing firm. Our expertise includes the placement of all levels of personnel in a variety of fields. As a company, if you are searching for the most qualified candidate or if you are a candidate searching for the right company, we have the experience to make this happen.


Needham, MA