Financial Services Administrative Assistant

Financial Services Administrative Assistant Dergalis Associates - 2.3 Cherry Hill, NJ Job Details Full-time From $55,000 a year 1 day ago Qualifications Computer operation Microsoft Excel Attention to detail Data entry Organizational skills Technical Proficiency Full Job Description Overview We are seeking a detail-oriented and proactive Administrative Assistant to support our fast-paced financial services team. This role requires strong organizational skills, excellent communication, and the ability to handle confidential information with professionalism. The ideal candidate will assist with client management, document preparation, and ensure smooth day-to-day operations within the office. Responsibilities Manage inbound client communication via phone and email Prepare and process financial documents, applications, and reports Maintain client records and ensure data accuracy in CRM systems Assist with client onboarding and follow-up communications Provide general administrative support, including scanning, and data entry Ensure compliance with industry regulations and company policies Requirements Prior experience in financial services or insurance preferred Strong computer skills, including proficiency in Microsoft Excel and Outlook. Excellent written and verbal communication skills High level of accuracy, attention to detail, and confidentiality

Job Type:

Full-time Pay:

From $55,000.00 per year

Work Location:

In person