Job Description
Job Title: Administrative Assistant/Team Lead Assistant
Location: Plano, TX 75024
Hybrid 3 Days/Week in office
Hours: 37.5 -hour work week
Interview: 2 virtual interviews, first with Team Leads, 2nd with Managers
Contract: 12 months
Note:
Finger Printing Required
Description:
Required:
Preferred but not required:
Not required:
Location: Plano, TX 75024
Hybrid 3 Days/Week in office
Hours: 37.5 -hour work week
Interview: 2 virtual interviews, first with Team Leads, 2nd with Managers
Contract: 12 months
Note:
Finger Printing Required
Description:
- Assist Agency Team Leads within the Zone in an admin capacity in completion of their supervisory duties to include, but not limited to:
- Follow up with agents and GO management teams to help timely close supervisory interview deficiencies and end of year compliance requirements
- Update agent and management supervisory files, including following up with agents and management to obtain documents missing from files
- Track seminars completed in the GO and log relevant seminar documents on GO seminar log
- Track signatures received on supervisory interviews and follow up with agents, management, and Agency Standards team to make sure all required signatures are obtained within 30 days of the interview s completion date
- Track flag resolution as needed.
Required:
- Minimum 3-5 years experience in a relevant role (in an office/admin setting or in the financial services industry)
- Detail oriented
- Good communication skills
- Ability to pass a background check (candidate will be fingerprinted and become an Associated Person with FINRA)
- Knowledge of Microsoft office systems, including at a minimum Outlook, Word, & Excel
- Experience with a data management system or CRM, such as Sales Force
Preferred but not required:
- Background in financial services industry
- Bachelor s degree
Not required:
- Securities licenses
- Insurance licenses
- Advanced college degree or specialized designations
Numbers & Facts
| Location | Plano, TX |
| Industry | Other/Not Classified |
| Salary | $25–$30 Per Hour |
| Company Size | 100 to 499 employees |
| Year Founded | 1998 |
| Website | www.eteaminc.com |
About Company
Looking for a great job? Join eTeam. We’re looking for talented staffing professionals to join our staff. We also provide contract assignments and full-time jobs at Fortune 2000 Companies. We’ve been named one of the best companies to work for by Staffing Industry Analysts and New Jersey Business.
Skills
- Administrative Skillsunmatched
- Background Investigationunmatched
- Communication Skillsunmatched
- Customer Relationship Management (CRM)unmatched
- Data Managementunmatched
- Detail Orientedunmatched
- Financial Servicesunmatched
- Insuranceunmatched
- Microsoft Excelunmatched
- Microsoft Officeunmatched
- Microsoft Outlookunmatched
- Microsoft Wordunmatched
- People Managementunmatched
- Regulatory Complianceunmatched
- Salesunmatched
- Securitiesunmatched
- Team Lead/Managerunmatched
- Time Managementunmatched
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