Colorado Springs, CO · On-site
$17.75 - $24/hr
Temp-to-Perm Contract Duration: Approximately 6 months with opportunity for permanent hire Position Overview We are seeking a highly organized and detail-oriented Administrative Assistant / Client ...
Colorado Springs, CO · On-site
$17.75 - $24/hr
Temp-to-Perm Contract Duration: Approximately 6 months with opportunity for permanent hire Position Overview We are seeking a highly organized and detail-oriented Administrative Assistant / Client ...
Charlotte, NC · On-site
We are seeking a detail-oriented Sales & Use Tax Analyst for a contract opportunity to support indirect tax compliance and reporting. This individual will assist with sales and use tax filings ...
Charlotte, NC · On-site
We are seeking a detail-oriented Sales & Use Tax Analyst for a contract opportunity to support indirect tax compliance and reporting. This individual will assist with sales and use tax filings ...
Schertz, TX · On-site
$16.50/hr
Schertz, TX (Onsite) Contract Duration: 3 Months Contract (With Higher Possibility of extension or Conversion) Pay Rate: $16.50/hr on W2 SHIFT DETAILS: (Please enter days and hours of requested shift ...
Schertz, TX · On-site
$16.50/hr
Schertz, TX (Onsite) Contract Duration: 3 Months Contract (With Higher Possibility of extension or Conversion) Pay Rate: $16.50/hr on W2 SHIFT DETAILS: (Please enter days and hours of requested shift ...
Houston, TX · Remote
$17.46/hr
Contract Position Overview We are seeking bilingual Customer Service Representatives to provide support for a healthcare program. This role will handle inbound and outbound calls, assist customers ...
Houston, TX · Remote
$17.46/hr
Contract Position Overview We are seeking bilingual Customer Service Representatives to provide support for a healthcare program. This role will handle inbound and outbound calls, assist customers ...
Charlotte, NC · On-site
$21.63/hr
Charlotte, NC 28277 (100% Onsite) Duration: 6 Months Contract (With High Possibilities of Extension or Conversion) Shift Details: Monday - Friday; Morning Shift Pay Rate: $21.63/hour on W2- Weekly ...
Charlotte, NC · On-site
$21.63/hr
Charlotte, NC 28277 (100% Onsite) Duration: 6 Months Contract (With High Possibilities of Extension or Conversion) Shift Details: Monday - Friday; Morning Shift Pay Rate: $21.63/hour on W2- Weekly ...
Charlotte, NC - Onsite 5 days a week in their photo studio in Pineville, NC Employment Type: 1 year contract Industry: Retail / E-Commerce Position Overview We are seeking a detail-oriented Digital ...
Charlotte, NC - Onsite 5 days a week in their photo studio in Pineville, NC Employment Type: 1 year contract Industry: Retail / E-Commerce Position Overview We are seeking a detail-oriented Digital ...
Charlotte, NC · On-site
$16.50/hr
Contract Position Overview We are seeking Customer Service Representatives to provide support for a healthcare program. This role will handle inbound and outbound calls, assist customers with ...
Charlotte, NC · On-site
$16.50/hr
Contract Position Overview We are seeking Customer Service Representatives to provide support for a healthcare program. This role will handle inbound and outbound calls, assist customers with ...
Chicago, IL · Hybrid
$48.44/hr
Contract (Through December 31, 2026) Note: Contractors are responsible for parking expenses. Position Overview We are seeking an experienced Client Relationship Manager / Client Service ...
Chicago, IL · Hybrid
$48.44/hr
Contract (Through December 31, 2026) Note: Contractors are responsible for parking expenses. Position Overview We are seeking an experienced Client Relationship Manager / Client Service ...
Charlotte, NC · On-site
$18.50/hr
Contract Schedule: Monday-Friday, 8:00 AM-5:00 PM Pay Rate: $18.50 Job Overview We are seeking a detail-oriented Specialist, Billing to review and analyze carrier freight bills, identify billing ...
Charlotte, NC · On-site
$18.50/hr
Contract Schedule: Monday-Friday, 8:00 AM-5:00 PM Pay Rate: $18.50 Job Overview We are seeking a detail-oriented Specialist, Billing to review and analyze carrier freight bills, identify billing ...
Charlotte, NC · Hybrid
Charlotte, NC (Hybrid - 3 days onsite) Duration: 9 Months Contract (Possibilities of extension or conversion) Position Overview A leading financial services organization is seeking a Product ...
Charlotte, NC · Hybrid
Charlotte, NC (Hybrid - 3 days onsite) Duration: 9 Months Contract (Possibilities of extension or conversion) Position Overview A leading financial services organization is seeking a Product ...
Contract | Immediate Start An established retail organization is seeking an Associate Digital Producer to support a major CMS migration and digital content rebuild . This role will primarily focus on ...
Contract | Immediate Start An established retail organization is seeking an Associate Digital Producer to support a major CMS migration and digital content rebuild . This role will primarily focus on ...
Charlotte, NC · Remote
$16.50/hr
Contract Position Overview We are seeking Customer Service Representatives to provide support for a healthcare program. This role will handle inbound and outbound calls, assist customers with ...
Charlotte, NC · Remote
$16.50/hr
Contract Position Overview We are seeking Customer Service Representatives to provide support for a healthcare program. This role will handle inbound and outbound calls, assist customers with ...
Contract Schedule: Hybrid -- minimum 3 days onsite per week Parking: Candidate is responsible for parking expenses.Position Summary We are seeking an experienced Executive Administrative Assistant to ...
Contract Schedule: Hybrid -- minimum 3 days onsite per week Parking: Candidate is responsible for parking expenses.Position Summary We are seeking an experienced Executive Administrative Assistant to ...
Saint Louis, MO · On-site
$22/hr
Saint Louis MO 63131(Onsite) Duration: 3 - 4 Months Contract Pay rate:- $22/hr on W2- Weekly Payout Schedule: First Shift, Monday to Friday Overview Our client is seeking an Account Coordinator to ...
Saint Louis, MO · On-site
$22/hr
Saint Louis MO 63131(Onsite) Duration: 3 - 4 Months Contract Pay rate:- $22/hr on W2- Weekly Payout Schedule: First Shift, Monday to Friday Overview Our client is seeking an Account Coordinator to ...
Comstock Park, MI · On-site
$18 - $20/hr
Monday - Friday, 8:45 AM - 5:30 PM Pay rate: $18 - 20/hr Employment Type: 6+ Months Contract-to-Hire (Possibility for fulltime) Locations available : Comstock Park, MI, 49321 Position Summary We are ...
Comstock Park, MI · On-site
$18 - $20/hr
Monday - Friday, 8:45 AM - 5:30 PM Pay rate: $18 - 20/hr Employment Type: 6+ Months Contract-to-Hire (Possibility for fulltime) Locations available : Comstock Park, MI, 49321 Position Summary We are ...
Columbia, MD · Hybrid
$23 - $25/hr
Contract- to- hire About the Opportunity We are seeking motivated, analytical, and career-driven individuals to join a growing team in Columbia, Maryland. This is an excellent opportunity for recent ...
Columbia, MD · Hybrid
$23 - $25/hr
Contract- to- hire About the Opportunity We are seeking motivated, analytical, and career-driven individuals to join a growing team in Columbia, Maryland. This is an excellent opportunity for recent ...
Indianapolis, IN · On-site
$18.50/hr
Indianapolis, IN Contract Duration: 05 months Contract Shift Details: 11am - 7pm Monday - Saturday Pay Rate: $18.50/hr on W2 As a Customer Service Rep II, you will ensure that we deliver on our ...
Indianapolis, IN · On-site
$18.50/hr
Indianapolis, IN Contract Duration: 05 months Contract Shift Details: 11am - 7pm Monday - Saturday Pay Rate: $18.50/hr on W2 As a Customer Service Rep II, you will ensure that we deliver on our ...
New Orleans, LA · Hybrid
$125K - $150K/yr
Review insurance policies, claim files, contracts, and other case-related documentation. * Assist with case strategy, discovery, and settlement negotiations. * Collaborate with attorneys, paralegals ...
New Orleans, LA · Hybrid
$125K - $150K/yr
Review insurance policies, claim files, contracts, and other case-related documentation. * Assist with case strategy, discovery, and settlement negotiations. * Collaborate with attorneys, paralegals ...
Salt Lake City, UT · On-site
$18/hr
Contract Max PR: $18/hr Schedule: 40 hours/week Hours: 10:00 AM-6:30 PM Days: 5 days/week -- Sunday off + 1 alternating weekday off Language Requirement: Bilingual English/Spanish -- REQUIRED ...
Salt Lake City, UT · On-site
$18/hr
Contract Max PR: $18/hr Schedule: 40 hours/week Hours: 10:00 AM-6:30 PM Days: 5 days/week -- Sunday off + 1 alternating weekday off Language Requirement: Bilingual English/Spanish -- REQUIRED ...
Chevy Chase, MD · On-site
Chevy Chase, MD - Onsite Contract: 6+ Months Position Overview We are seeking a highly skilled and experienced Support Desk Lead to join our IT support team. This role is essential in providing ...
Chevy Chase, MD · On-site
Chevy Chase, MD - Onsite Contract: 6+ Months Position Overview We are seeking a highly skilled and experienced Support Desk Lead to join our IT support team. This role is essential in providing ...
$17.75 - $24/hr
Contractor
Posted 16 days ago
Location: Monument, CO
Schedule: Monday–Friday, 9:00 AM–2:00 PM, onsite - 25 hours a week
Employment Type: Temp-to-Perm
Contract Duration: Approximately 6 months with opportunity for permanent hire
We are seeking a highly organized and detail-oriented Administrative Assistant / Client Services Associate to support a financial advisor and help manage the day-to-day administrative and operational needs of the practice.
This is a part-time, onsite position ideal for someone who is dependable, professional, and comfortable working with confidential client and financial information. The successful candidate will play an important role in keeping the office organized, maintaining accurate client records, coordinating paperwork, and ensuring outstanding operational items are completed in a timely manner.
Key ResponsibilitiesAdministrative & Client SupportManage calendars, appointments, and day-to-day scheduling.
Maintain accurate and up-to-date client records within the CRM.
Organize and maintain digital files, client documentation, and internal records.
Assist with preparing, scanning, uploading, and processing client documents.
Coordinate electronic signatures and follow up on outstanding documentation.
Communicate and coordinate with custodians, vendors, and internal partners as needed.
Assist with special projects and other operational initiatives.
Provide general administrative support to the financial advisor and practice.
Ensure client paperwork is completed and processed accurately and in a timely manner.
Monitor account transfers, paperwork, and other outstanding items through completion.
Follow up with appropriate parties to resolve missing information or documentation.
Maintain a high level of confidentiality and handle sensitive client information with discretion.
Assist with maintaining records and administrative processes in accordance with firm standards and applicable industry regulations.
Help ensure client files and documentation remain organized, accurate, and audit-ready.
Previous administrative, office support, client service, or operations experience required.
Experience within financial services, wealth management, banking, insurance, or another regulated industry is preferred.
Strong organizational skills and exceptional attention to detail.
Ability to manage multiple priorities and follow tasks through to completion.
Comfortable learning and working within CRM and document management systems.
Professional demeanor and ability to interact effectively with clients and business partners.
High level of discretion when handling confidential and sensitive information.
Proficiency with Microsoft Office, including Outlook, Word, and Excel.