Consultant Assistant

Join Spherion’s team as a Consultant Assistant.

POSITION SUMMARY

To provide assistance to consultants in the maintenance and administration of existing clients in order to free up the consultant’s time for increased marketing and sales while providing superior customer service in a professional manner.

Responsibilities:

Assist consultants with client contact as requested and when consultant is unavailable.

Interact with clients via telephone calls and written correspondence as directed by consultant.

Review Aging Reports and assist with completion and coordination of follow-up with client.

Assist consultants with marketing efforts, consulting issues, workflow and administration.

Prepare and/or request client information.

Provide telephone backup including taking and making of routine calls.

Initiate requests for termination calculations, plan proposals, data change forms and loan requests.

Assist consultant in gathering and reviewing trust and census data for completion.

Tracks all completed work in WIP, Time tracker and Gold programs.

Assist Alliance Manager with preparation, review, and completion of forms on new and ongoing plans.

Assist consultant with the monitoring of IRS deadlines to ensure timely filing of client tax requirements.

Maintain satisfactory attendance.

Working hours: 8:00 AM – 5:00 PM

Skills:

Ability to concentrate; highly organized and detail oriented individual.

Ability to read and understand legal documents.

Ability to research and interpret information.

Skilled in professional customer service techniques.

Must possess basic fundamental math skills.

Must possess computer proficiency in Microsoft Office applications, particularly Word and Excel programs.

Ability to speak, read and write in English.

Education:

High School

Experience:

1-4 years

Qualifications:

High School Diploma or equivalent

1-3 years administrative/professional office experience required.

Administrative Assistant experience in the pension, legal, financial services industries preferred.

Must demonstrate proficiency in Microsoft Word and Excel applications.

Must be able to type 45 words per minute.

Submit your resume ASAP!

Call/text the Spherion office @ 530-899-1300

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you’re looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate’s education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).

Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

Qualified applicants in the unincorporated areas of Los Angeles County with criminal histories will be considered for employment in accordance with the Los Angeles County’s Fair Chance Ordinance for Employers.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

key responsibilities

Assist consultants with client contact as requested and when consultant is unavailable.Interact with clients via telephone calls and written correspondence as directed by consultant.Review Aging Reports and assist with completion and coordination of follow-up with client.Assist consultants with marketing efforts, consulting issues, workflow and administration.Prepare and/or request client information.Provide telephone backup including taking and making of routine calls.Initiate requests for termination calculations, plan proposals, data change forms and loan requests.Assist consultant in gathering and reviewing trust and census data for completion.Tracks all completed work in WIP, Time tracker and Gold programs.Assist Alliance Manager with preparation, review, and completion of forms on new and ongoing plans.Assist consultant with the monitoring of IRS deadlines to ensure timely filing of client tax requirements.Maintain satisfactory attendance.

experience

1-4 years

skills

Ability to concentrate; highly organized and detail oriented individual.Ability to read and understand legal documents.Ability to research and interpret information.Skilled in professional customer service techniques.Must possess basic fundamental math skills.Must possess computer proficiency in Microsoft Office applications, particularly Word and Excel programs.Ability to speak, read and write in English.

qualifications

High School Diploma or equivalent1-3 years administrative/professional office experience required.Administrative Assistant experience in the pension, legal, financial services industries preferred.Must demonstrate proficiency in Microsoft Word and Excel applications.Must be able to type 45 words per minute.

education

High School

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