<p>We are seeking a dynamic Front Desk Coordinator to join our team in Eagan, Minnesota. This contract position is an excellent opportunity for someone who thrives in a fast-paced environment and takes pride in delivering outstanding customer service. As the first point of contact, you will play a pivotal role in creating a welcoming atmosphere for clients and visitors, handling inquiries, and coordinating office activities with professionalism and efficiency. If you excel at multitasking, have strong organizational skills, and enjoy building positive relationships with others, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and assist visitors in a friendly and detail-oriented manner.</p><p>• Communicate effectively with clients and team members, ensuring clarity and a high level of attention to detail.</p><p>• Effectively operate the switchboard, promptly managing all incoming inquiries while consistently providing exceptional customer service.</p><p>• Receive, organize, and distribute mail in accordance with established procedures.</p><p>• Keep office files organized and manage general filing tasks.</p><p>• Monitor and order office and kitchen supplies to maintain inventory levels.</p><p>• Provide overflow support for administrative tasks such as word processing, data entry, and online research.</p><p>• Answer and direct incoming calls, ensuring accurate message delivery.</p><p>• Utilize Microsoft Teams and other tools to support communication and coordination.</p><p><br></p>
We are looking for a detail-oriented and friendly Receptionist to join our team on a contract basis in Minneapolis, Minnesota. In this role, you will serve as the first point of contact for visitors and callers, ensuring a welcoming and organized environment. This is a great opportunity for individuals who thrive in a front desk setting and enjoy providing exceptional service.<br><br>Responsibilities:<br>• Serve as the main point of contact at the front desk, greeting visitors and ensuring a positive first impression.<br>• Manage incoming calls using a multi-line phone system, directing them to the appropriate departments or individuals.<br>• Handle switchboard operations efficiently, managing calls across multiple lines.<br>• Maintain a clean and organized reception area to provide a detail-oriented atmosphere.<br>• Assist with general administrative tasks as needed, supporting the team and building operations.<br>• Provide accurate information to visitors and callers regarding building services or inquiries.<br>• Monitor and manage visitor logs to ensure security protocols are followed.<br>• Collaborate with other staff members to address any issues or requests promptly.
<p>We are looking for a Front Desk Coordinator to join our team in New Hope. This role offers a great opportunity for a detail-oriented individual with exceptional organizational and communication skills to serve as the first point of contact for visitors and callers. The position is fully onsite, requiring a proactive individual who can ensure smooth daily front desk operations while contributing to a welcoming and efficient environment.</p><p><br></p><p>Responsibilities:</p><p>• Welcome visitors and clients courteously and ensure they are directed appropriately.</p><p>• Manage multi-line phone systems, including answering inbound calls and transferring them as needed.</p><p>• Perform accurate data entry tasks to maintain records and process daily cash receipts.</p><p>• Provide concierge services by addressing inquiries and assisting with administrative needs.</p><p>• Monitor and handle daily scheduling and appointment confirmations.</p><p>• Ensure the front desk area is organized and presentable at all times.</p><p>• Coordinate incoming and outgoing mail and deliveries efficiently.</p><p>• Maintain effective communication with staff and departments regarding office operations.</p><p>• Assist in tracking and documenting office supplies inventory.</p><p>• Support additional administrative duties as required to enhance workflow.</p>
<p>The Receptionist will serve as the first point of contact for visitors and callers, providing a warm and professional welcome to all. This role requires excellent communication and interpersonal skills, a high level of organization, and the ability to handle multiple tasks efficiently. The ideal candidate will be personable, detail-oriented, and capable of creating a positive first impression.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors in a professional and friendly manner.</li><li>Answer and direct phone calls to the appropriate staff members.</li><li>Manage the reception area, ensuring it is clean, organized, and presentable.</li><li>Receive and distribute mail, packages, and deliveries.</li><li>Assist with scheduling appointments and meetings.</li><li>Maintain visitor logs and issue visitor badges.</li><li>Provide general administrative support, including data entry, filing, and photocopying.</li><li>Respond to inquiries and provide information about the company.</li><li>Assist with special projects and other duties as assigned.</li></ul><p><br></p>
<p>We are seeking a highly organized and personable Receptionist to join our client's dynamic team. This contract position offers an excellent opportunity to gain valuable experience and contribute to a fast-paced office environment. The successful candidate will be at the heart of their day-to-day operations, supporting administrative duties while serving as a positive and professional first point of contact for visitors and team members. Responsibilities:</p><ul><li>Provide standard administrative and front desk support to ensure the smooth operation of the office.</li><li>Answer and direct incoming calls in a courteous and professional manner.</li><li>Greet visitors and manage guest check-in procedures.</li><li>Maintain an organized and tidy reception area.</li><li>Handle mailing, shipping, and receiving of packages and correspondence.</li><li>Order and track office supplies as needed.</li><li>Perform accurate data entry and assist with other clerical tasks as required.</li></ul>
<p>We currently have a contract opening for an intelligent, highly-skilled Receptionist in a growing company. This established and recognized company offers a hands-on work environment with fulfilling challenges. Are you a skilled professional who can balance multiple tasks at the same time? Then this Receptionist position is the role for you. Major responsibilities:</p><ul><li>Oversee various office files and provide general office filing support</li><li>Catalog, review, and dole out incoming mail according to specified procedures</li><li>Put in orders for office and kitchen supplies</li><li>Route all incoming phone calls to the appropriate individuals</li><li>Perpetuate a number of different office filing processes and offer general office filing support</li><li>Create a welcoming environment for visitors</li><li>Aid other administrative staff with support overflow work, including word processing, data entry and Internet research tasks</li></ul>
<p>We are looking for a detail-oriented Administrative Assistant to join our team in Minnetonka. This is a contract position that will run from February through April, offering an excellent opportunity to contribute to a dynamic wealth management and accounting office. The role requires strong organizational skills and the ability to handle client interactions with courtesy and positivity.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming calls and ensure prompt and courteous communication with clients.</p><p>• Welcome clients in the office, assisting with document drop-offs and pick-ups.</p><p>• Perform general administrative tasks, including data entry and maintaining records.</p><p>• Support tax and wealth management operations with precision and attention to detail.</p><p>• Utilize Salesforce to manage client information and workflows effectively.</p><p>• Handle incoming and outgoing mail, ensuring timely distribution.</p><p>• Maintain a positive and organized front desk environment to enhance client experience.</p><p>• Assist in coordinating schedules and meetings for the team.</p><p>• Ensure compliance with office procedures and maintain confidentiality of sensitive information.</p>
<p>We are looking for an organized and proactive Office Assistant to join our team in Saint Louis Park, Minnesota. This Contract to permanent position is ideal for someone who thrives in a dynamic environment and enjoys contributing to the success of a growing organization. In this role, you will handle a variety of administrative mailroom tasks to ensure smooth daily operations. This position requires flexibility and travel throughout the greater metro area, providing mailroom support to a diverse range of client locations. Your attention to detail and ability to manage multiple tasks will help ensure smooth mailroom operations and contribute to the overall efficiency of our organization. If you are eager to take on varied administrative tasks and play a key role in our mailroom team, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><ul><li>Perform a wide range of mailroom operations, including sorting, distributing, and collecting mail throughout the organization.</li><li>Handle print production tasks such as creating black-and-white double-sided copies, printing and binding books, and preparing covers as specified in job tickets.</li><li>Scan, digitize, and upload documents to online databases as requested.</li><li>Process and complete work orders received via a job ticket system, ensuring accuracy and timely completion of all requests.</li><li>Conduct routine mail pickups and deliveries across company departments multiple times daily.</li><li>Perform light equipment maintenance, such as replacing printer toner and restocking paper and other mailroom supplies.</li><li>Communicate and coordinate with team leads at various client locations to prioritize daily tasks.</li><li>Occasionally assist with reception area coverage, including front desk management, ordering lunch for staff, and coordinating conference room usage as needed.</li></ul><p><br></p><p><br></p>
We are looking for a Medical Receptionist to join our team in St. Cloud, Minnesota. In this Contract to permanent position, you will play a vital role in ensuring smooth operations at the front desk and providing exceptional service to patients. This is an excellent opportunity to contribute to a healthcare environment while developing your administrative and customer service skills.<br><br>Responsibilities:<br>• Greet patients upon arrival and assist with check-in procedures.<br>• Schedule patient appointments efficiently, ensuring accuracy and timeliness.<br>• Process payments and provide receipts in an attentive manner.<br>• Verify insurance information and handle related documentation.<br>• Maintain and update patient demographics and records in the system.<br>• Answer and direct calls using a multi-line phone system.<br>• Address patient inquiries and resolve minor issues with a focus on customer satisfaction.<br>• Collaborate with medical staff to ensure seamless communication and workflow.<br>• Ensure the front desk area remains organized and welcoming.<br>• Adhere to all confidentiality and compliance regulations within the healthcare setting.
We are looking for a skilled Administrative Assistant to join our team in Avon, Minnesota. This long-term contract position offers an exciting opportunity to provide key support to our construction division. The ideal candidate will bring strong organizational abilities and excellent communication skills to ensure seamless administrative operations.<br><br>Responsibilities:<br>• Organize and schedule meetings, ensuring all necessary materials and arrangements are prepared.<br>• Manage travel arrangements, including booking flights, accommodations, and transportation.<br>• Prepare correspondence, meeting agendas, and other necessary documents.<br>• Oversee calendar management to ensure efficient scheduling and avoid conflicts.<br>• Process expense reports accurately using Concur.<br>• Utilize Microsoft Office tools proficiently to create documents, spreadsheets, and presentations.<br>• Act as a point of contact for communication and coordination within the team.<br>• Ensure effective coordination of tasks and priorities for smooth workflow.<br>• Provide general administrative support to the construction division as needed.
<p>We are looking for a detail-orientedOffice Assistant to join our team in Monticello, Minnesota. In this Contract-to-Permanent position, you will play a key role in maintaining accurate and organized records while supporting various administrative tasks. This opportunity is ideal for someone with strong attention to detail, excellent customer service skills, and a proactive approach to problem-solving.</p><p><br></p><p>Responsibilities:</p><p>• Accurately input application data into designated databases and systems.</p><p>• Follow up with clients to collect and verify missing or incomplete information.</p><p>• Maintain organized records of data entries and client communications for easy access and reference.</p><p>• Perform routine quality checks to ensure data accuracy and consistency.</p><p>• Provide exceptional customer service by responding to inquiries and addressing concerns promptly.</p><p>• Utilize Microsoft Excel and Word to manage and format data effectively.</p><p>• Scan, organize, and file documents in both physical and digital formats.</p><p>• Collaborate with the team to improve data entry processes and boost efficiency.</p>
<p>We are looking for a detail-oriented Medical Receptionist to join our team in Minneapolis, Minnesota on a part-time basis. As a Patient Care Coordinator, you will play a pivotal role in ensuring a seamless experience for patients while supporting clinic operations. This is a Contract position within the healthcare industry, offering a dynamic and collaborative work environment.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and check in patients for clinic and radiology appointments, ensuring a friendly and efficient experience.</p><p>• Provide clear instructions to patients regarding required forms and documentation.</p><p>• Collect and verify demographic and insurance information, entering details accurately into the NextGen system for billing purposes.</p><p>• Process patient payments, including co-pays, swiftly and accurately.</p><p>• Prepare daily charts for scheduled appointments to maintain efficient clinic operations.</p><p>• Assist patients in scheduling follow-up appointments and provide guidance on the patient portal.</p><p>• Coordinate interpreter services for patients requiring language assistance.</p><p>• Update and maintain the provider database within NextGen to ensure accurate tracking of referring providers.</p><p>• Keep the front office area tidy and organized, including restocking supplies and maintaining a welcoming environment.</p><p>• Collaborate with clinic staff to support smooth workflows and continuity of care for patients.</p>
<p>Our client is seeking an experienced Executive Assistant to provide support for their c-suite executives. To be successful in this Executive Assistant position, you will be proficient with tasks such as creating reports, calendar management, taking meeting minutes, and preparing presentation materials. We are seeking applicants with 3-5+ years of previous Executive Assistant experience within a corporate company environment. Job Responsibilities:</p><ul><li>Answer phones and route calls to the correct internal department and take messages as needed</li><li>Gather materials for meetings and assist with preparing presentations utilizing Word and PowerPoint</li><li>Create and run reports utilizing Excel</li><li>Take meeting minutes</li><li>Coordinate travel arrangements</li><li>Schedule meetings and manage multiple calendars</li><li>Perform office duties which may include ordering office supplies, filing, scanning, and faxing</li><li>Provide general administrative support</li></ul>
<p>Robert Half's Legal Practice is partnered with a top large law firm in downtown Minneapolis, MN looking for a detail-oriented Legal Assistant to support busy Litigation Attorneys. Bring your strong communications skills, an ability to anticipate and strong technology skills to this great law firm!</p><p><br></p><p>1 day/week remote after initial training. 4 days on-site in downtown Minneapolis.</p><p><br></p><p>The responsibilities for this position will include, but are not limited to:</p><p><br></p><ul><li>Prepare correspondence, documents, and agreements, including document comparisons and conversions, manipulation of pdf documents, editing and scanning.</li><li>Electronically file litigation pleadings and other documents with state, federal and appellate courts, both locally and nationally.</li><li>Handle docketing of court scheduling orders, briefing schedules and other court mandated conferences, dates, and other litigation requirements.</li><li>Maintain electronic client files, including electronic pleadings and indices, as well as original pleadings and client documents.</li><li>Review, edit and finalize attorney and paralegal time entries and manage client invoices.</li><li>Provide general legal administrative support, including calendar management, scheduling and arranging attorney and client meetings, conferences and depositions, responding to and handling routine correspondence and making reservations/appointments.</li><li>Provide quality, responsive customer service to clients, attorneys, and co-workers.</li><li>Dependable, accountable, and consistently demonstrating a strong work ethic with a professional demeanor in all interactions.</li><li>Strong interpersonal relationships and ability to interact with all levels of the organization.</li><li>Ability to work well under pressure with deadlines – possess a sense of urgency.</li><li>Ability to work in a fast-paced environment with a variety of personalities and work styles.</li><li>Ability to be flexible in schedule and adaptable to constant change.</li><li>Ability to effectively handle multiple tasks and frequent interruptions.</li><li>Job duties may require time over 37.50 hours per week.</li></ul><p><br></p>
<p>We are seeking an experienced Administrative Assistant. This person will be required to complete all necessary administrative work and potential coordination work. This role is contract only.</p><p> </p><p><strong>Description</strong></p><ul><li>Provides administrative support to individuals and departments across the organization.</li><li>Manages diaries, appointments and maintain calendars for supervisory staff.</li><li>Handles correspondence, mails and documents, ensuring they reach intended recipients.</li><li>Arranges travel, accommodations, and manage expense reports.</li><li>Schedules and coordinate meetings, conferences, and special events.</li><li>Prepares and maintains various reports, logs, and data.</li><li>Serves as the point of contact for a team or a department.</li><li>Coordinates communications and disseminates information within the organization.</li><li>Maintains a filing system for important and confidential company documents.</li><li>Contributes to team effort by accomplishing related tasks as needed.</li></ul><p><br></p>
<p>Robert Half's Legal Practice is looking for a skilled Legal Assistant to join a high performing Corporate Practice at a top law firm in Edina, Minnesota. In this role, you will provide comprehensive administrative and legal support to Corporate Attorneys and Corporate deals. The ideal candidate will have a strong background in corporate law, exceptional organizational skills, and a proactive approach to problem-solving.</p><p><br></p><p>Responsibilities:</p><p>• Draft and prepare legal documents and correspondence with accuracy and attention to detail.</p><p>• Organize and maintain multiple calendars and schedules to ensure efficient time management.</p><p>• Coordinate and prepare materials required for legal team meetings and client interactions.</p><p>• Review, sort, and distribute both electronic and physical mail to appropriate recipients.</p><p>• Manage and maintain legal files, both in hard copy and within the firm’s document management system.</p><p>• Perform general administrative tasks, including copying, scanning, and processing timesheets and expense reports.</p><p>• Assist with entity formation tasks and related legal documentation as needed.</p>
<p>We are currently seeking an enthusiastic HR Assistant who will be an integral part of our human resources department. The successful candidate will assist in organizing, coordinating, and carrying out all human resource department projects and processes for the company. </p><p> </p><p><strong>Responsibilities:</strong></p><ol><li>Assist with day-to-day operations of the HR functions and duties.</li><li>Provide administrative support to the HR department.</li><li>Process paperwork and maintain all employee records.</li><li>Coordinate HR projects and meetings.</li><li>Assist in payroll preparation by providing relevant data.</li><li>Communicate with public services when necessary.</li><li>Support the recruitment/hiring process.</li><li>Compile and update employees' records (hard and soft copies).</li><li>Income and benefits administration.</li><li>Coordinate training sessions and seminars.</li><li>Perform orientations, onboarding, and update records with new hires.</li><li>Produce and submit reports on general HR activity.</li></ol><p> </p>
<p>We are looking for a detail-oriented and friendly receptionist to join our team in Minneapolis, Minnesota. In this Contract position, you will serve as the first point of contact for visitors and callers, ensuring smooth communication and providing excellent customer service. If you thrive in a fast-paced environment and enjoy managing multiple tasks, this role is a great opportunity for you.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and guests warmly while directing them to the appropriate person or department.</p><p>• Operate and manage a multi-line phone system, ensuring incoming calls are answered promptly and directed accurately.</p><p>• Handle inbound calls efficiently, providing information or transferring to relevant team members.</p><p>• Maintain a clean and organized reception area to create a welcoming environment.</p><p>• Assist with administrative tasks such as scheduling appointments and managing correspondence.</p><p>• Provide support to other team members as needed to ensure seamless operations.</p><p>• Monitor and address inquiries, ensuring all requests are handled efficiently.</p><p>• Uphold company standards by delivering exceptional customer service at all times.</p>
<p>We are looking for an organized and detail-oriented Administrative Assistant to join our team on a contract basis. This position is based in the south metro, Minnesota area, and involves a range of administrative tasks essential to the smooth operation of our client's office. You'll play a key role in ensuring customer satisfaction through clear communication and efficient handling of documents. The schedule is from 1pm to 5pm Monday through Wednesday and 12:30pm to 5pm Thursday and Friday. Responsibilities:</p><ul><li>Welcome clients to the office and assist with booking appointments using scheduling software.</li><li>Review completed forms for accuracy and ensure any necessary corrections are made.</li><li>Assemble final documents by organizing and stapling materials in the correct order.</li><li>Perform data entry tasks in Excel, including sorting and organizing information.</li><li>Navigate through files brought in by clients and print required documents.</li><li>Maintain accurate records and filing systems to ensure easy access to important documents.</li><li>Communicate with customers via phone and email to address inquiries and provide support.</li><li>Handle basic office tasks such as managing schedules, coordinating meetings, and maintaining supplies.</li><li>Use Outlook for email management and calendar organization.</li><li>Assist in generating reports and maintaining a structured workflow.</li></ul>
<p>Robert Half is seeking an HR Assistant to provide support for an HR department on a contract basis. In this HR Assistant role, you will be responsible for working closely with the HR Manager on a daily basis. A successful HR assistant is expected to be a problem solver with excellent organizational and time management skills. Job Duties:</p><ul><li>Support all internal and external HR-related inquiries or requests</li><li>Maintain digital and electronic records of employees</li><li>Assist with the recruitment process by identifying candidates, performing reference checks, and issuing employment contracts</li><li>Oversee the completion of compensation and benefit documentation</li><li>Assist with FMLA paperwork for internal employees as needed</li><li>Schedule meetings, interviews, HR events and maintain agendas</li><li>Keep up-to-date with the latest HR trends and best practices</li></ul>
<p>We are partnering with a top law firm with a national presence to find an experienced Legal Executive Assistant for their Minneapolis office. In this role, you will play a pivotal part in ensuring the smooth operations of a successful and growing corporate practice group.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li><strong>Practice Management:</strong> Support the day-to-day operations of the corporate practice group and ensuring smooth workflow and communication within the team.</li><li><strong>Client and Professional Relationships:</strong> Develop a strong understanding of the attorneys’ practice areas and client needs. Maintain professional relationships with clients, opposing counsel, courts, agencies, and professional organizations.</li><li><strong>Calendar Management:</strong> Organize and manage schedules for senior attorneys, ensuring efficient time management and prioritization.</li><li><strong>Travel Coordination:</strong> Arrange and oversee travel plans, including booking flights, accommodations, and preparing detailed itineraries.</li><li><strong>Billing Oversight:</strong> Handle pre-billing processes, monitor budgets, and resolve billing issues to maintain accuracy and efficiency.</li><li><strong>Team Coordination:</strong> Delegate tasks to the legal support team and act as a central point of communication for internal workflow.</li><li><strong>Meeting Preparation:</strong> Plan and organize internal meetings, including preparing materials and coordinating agendas.</li><li><strong>Administrative Support:</strong> Provide high-level administrative assistance to ensure seamless day-to-day operations of the practice group.</li></ul>
We are looking for a detail-oriented and highly organized Executive Assistant to provide comprehensive support to the President and oversee various administrative tasks. This role requires exceptional multitasking skills and the ability to manage executive schedules, board governance activities, and office operations efficiently. As this is a long-term contract position based in Saint Paul, Minnesota, you will play a pivotal role in ensuring smooth organizational processes.<br><br>Responsibilities:<br>• Manage usernames and passwords for approximately 80 accounts, ensuring they are updated and organized for transition purposes.<br>• Prepare and organize files belonging to former staff members to facilitate onboarding for future hires.<br>• Provide direct administrative support to the President, including managing schedules, booking travel, and coordinating meetings.<br>• Create quarterly board meeting packets, take detailed meeting minutes, and distribute reminders to members about upcoming meetings.<br>• Coordinate logistical aspects of board meetings, including venue arrangements, virtual meeting setups, and catering.<br>• Oversee office operations by checking supplies, maintaining stock levels, and ensuring common areas like the breakroom are clean and well-kept.<br>• Open and sort mail and handle basic bookkeeping tasks, such as coding invoices.<br>• Ensure plants are watered and the office environment remains welcoming and organized.<br>• Prepare materials for executive meetings and assist in facilitating their smooth execution.
<p>Join a leading organization in Minneapolis as a contract Administrative Assistant and play a key role in supporting day-to-day operations. Administrative Assistant positions are among the top 25% of administrative and customer support roles in demand, driven by a strong labor market and ongoing business needs.</p><p>Responsibilities:</p><ul><li>Manage schedules, appointments, and correspondence for internal teams.</li><li>Prepare reports, presentations, and documentation as needed.</li><li>Serve as the first point of contact for visitors and callers.</li><li>Support project coordination, travel arrangements, and office supply inventory.</li><li>Ensure the smooth flow of communications and information among staff.</li></ul><p><br></p>
We are looking for a highly organized and tech-savvy Administrative Assistant to join our team in Minneapolis, Minnesota. This is a contract position designed to support the busy tax season, with potential for extension based on performance and business needs. The ideal candidate will excel in managing sensitive documents, multitasking across systems, and handling high volumes of administrative tasks efficiently.<br><br>Responsibilities:<br>• Prepare and manage the shipping of tax returns, ensuring all documents are accurately compiled and sent in a timely manner.<br>• Download and handle critical documents such as 1040 and 1120 forms, ensuring compliance and accuracy.<br>• Oversee the processing of paper-based tax returns, including managing physical mailings for documents that cannot be e-filed.<br>• Work with confidential workpapers, maintaining strict attention to detail and security protocols.<br>• Utilize multiple software systems simultaneously to track, organize, and process administrative tasks effectively.<br>• Support the team during peak deadlines by managing tasks with precision and meeting tight turnaround times.<br>• Assist with data entry and filing to maintain organized and accessible records.<br>• Provide administrative office support to ensure smooth operations during busy periods.<br>• Adapt to changing priorities and workloads, particularly during high-pressure tax deadlines.<br>• Collaborate with team members to ensure timely completion of all administrative requirements.
<p>We are looking for a dedicated and detail-oriented Executive Assistant to join a team in Minnetonka. This role is ideal for professionals who thrive in administrative coordination and enjoy supporting executives in a dynamic environment. As this is a long-term contract position, you will play a crucial role in ensuring smooth daily operations and excellent client support.</p><p><br></p><p>Responsibilities:</p><p>• Manage the executive’s calendar, including scheduling and organizing meetings.</p><p>• Assist in preparing for meetings by gathering necessary documents and conducting research on investment and insurance products.</p><p>• Coordinate correspondence by sending invitations, responding to inquiries, and maintaining client communications.</p><p>• Provide support in client intake processes and maintain accurate client records.</p><p>• Conduct research to provide insights into securities and insurance offerings.</p><p>• Ensure smooth daily operations by managing administrative tasks and logistics.</p><p>• Actively follow up on tasks and maintain detailed records to support organizational efficiency.</p><p>• Collaborate with the executive to streamline processes and improve workflows.</p><p>• Handle client relations by addressing questions and providing timely updates.</p><p>• Maintain confidentiality and professionalism when handling sensitive information.</p>
