Administrative Assistant

Cedar Falls, IA 50613

Categories: Administriative / Clerical Job Number: 8524

Our client located in the Cedar Valley  is looking to add an Administrative Assistant to their team!

Working hours are  Monday - Friday; 8am - 5pm.

Duties as follows:
  • Submit new client set-up data on on-line system
  • Submit new client account applications on on-line system
  • Complete financial account maintenance forms for submission to clients
  • Submit completed client maintenance forms to corporate office and track completion by corporate office
  • Complete electronic log of incoming daily mail from clients
  • Image client documents for submission to on-line file system
  • Prepare client service/review letters on Word
  • Monitor client case status on on-line system and work to resolve issues
  • Interpret client account information to answer client and adviser questions
  • Prepare Excel worksheets to compile client information
  • Monitor and respond to incoming e-mail on Microsoft Outlook
  • Download and follow up on weekly and monthly action reports 
  • Update list of client review dates monthly
  • Call clients to schedule review meetings
  • Field incoming phone calls and respond to client questions and take messages
  • Greet clients coming in to the office for appointments
  • Maintain and update list of client mailing addresses/work with corporate office to resolve undeliverable mail
  • Learn and follow company policies with regard to client confidentiality and data security
  • Maintain spreadsheets of certain adviser' s expenses
  • File hard copy materials in alpha client files
As a top employment agency in the recruitment industry, we help talented people find the right job in the Cedar Valley and nationwide. Ready to make a career move and need a partner you can trust with your search? Our experienced recruitment team is here to offer guidance and advice. We specialize in: Staffing - Clerical/Administrative, Light Industrial & Skilled Trades, Healthcare, Engineering and IT. Just fill out an application or send us your resume to get started!

Valerie Morrevilla
Staffing Associate

Our Staffing Associate Valerie supports the staffing division in candidate and client communication and on-going relationship building. Valerie is the person who matches up our candidates to the jobs that best fit what they are looking for. Valerie’s background includes a degree from Wartburg College in Public Relations and Spanish. This paired with her Marketing and Communications experience from prior positions has ensured Valerie as a key component to the success of her at City & National Employment.

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