Administrative Assistant Reception
This contract role as an Administrative Assistant Receptionist in a financial services office involves serving as the primary client contact and supporting financial advisors through calendar management, appointment scheduling, and administrative tasks. The position requires strong organizational and communication skills, proficiency with CRM systems and Microsoft Office, and offers valuable exposure to the wealth management industry in a fully onsite, client-facing environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
About the Role
This is a 3-month, fully onsite contract for an Administrative Assistant (Reception) supporting advisors at a Confidential Client branch in Council Bluffs, IA. Start date: November 23, 2026. Schedule: Monday–Friday, 8:00 AM–5:00 PM (37.5 hours/week; early Fridays). Pay: $22.00/hr. You will be the first point of contact for clients and a key administrative partner to financial advisors — ideal for entry-level candidates or recent grads seeking hands-on financial services experience.
What You’ll Do
- Serve as the branch’s first point of contact: greet clients, manage inbound calls and email, and deliver professional customer service.
- Manage advisor calendars, schedule client meetings and calls, and prepare meeting materials.
- Maintain client records and complete account maintenance tasks (documentation processing, data updates).
- Use and update CRM systems (Salesforce, Wealthbox, Redtail, or similar) to track client interactions.
- Support general office operations and administrative tasks (filing, supplies, vendor coordination).
- Help streamline processes and adopt new tools — an AI-forward, tech-curious mindset is a plus.
Qualifications
- Previous experience in customer service, reception, administrative support, banking, hospitality, retail, or financial services.
- Experience with scheduling, calendar management, and professional phone communication.
- Familiarity with CRM platforms (Salesforce, Wealthbox, Redtail) is preferred.
- Proficiency with Microsoft Outlook, Teams, Word, Excel, and PowerPoint.
- Strong organizational skills, attention to detail, and effective written/verbal communication.
- Comfortable learning new technology quickly and working in a fast-paced, client-facing environment.
- Associate’s or Bachelor’s degree preferred (Business, Finance, Accounting, or related field).
- Authorization to work in the U.S. required.
Why You’ll Love This Role
- Direct exposure to financial services and wealth management operations.
- Work in a collaborative branch environment with opportunities to support advisors and interact with clients.
- Great stepping stone for entry-level professionals seeking long-term career growth in finance and administration.
Employment Details
- Employment type: Contract — 3 months.
- Pay: $22.00 / hour (range listed: $22.00 - $22.00 / hour).
- Location: Fully onsite in Council Bluffs, IA 51503.
- Schedule: Monday–Friday, 8:00 AM – 5:00 PM (37.5 hours/week).
- Application deadline (as posted): Nov 7, 2026.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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