Looking to gain experience and knowledge in the Financial Services industry? We have a great opportunity for you with our prominent client in Appleton, WI . Our client will train you to be a Finance Admin and give you the opportunity to grow with them!
While on a contract role with Kelly, you will be offered health, dental and vision insurance as well as Kelly Perks and Discounts.
Shifts Available:
Mon – Friday 8:00am-4:30pm
Remote-Hybrid Schedule Available!
Starting pay as a Finance Admin :
Interested in learning more about our client?:
This company is a US Fortune 500 non-profit financial service organization headquartered in the Midwest. It is a member-owned fraternal benefit society that has over 2 million members. This company has been in business for over 100 years and has been nationally recognized for its products and focus on ethics.
Position Information:
This position is within a processing team that is accountable for the support and distribution of work to team members and to provide support to our Financial Representatives. In addition, the position performs general administrative support functions such as distribution and sorting of incoming mail, scanned documents, computer output, and correspondence received from internal business units, members, and the field. This position contributes toward the processing of transactions and incoming phone calls by directing work quickly, accurately, and through a variety of formats to multiple work units and using written and verbal communication skills with Financial Representatives and other internal and external business areas to meet the needs of our customers.
Analyze and route work, work orders and e-mails to the appropriate work queues.
Route and pend cases to appropriate work queues.
Ability to update and review pending transactions within multiple processing and workflow systems.
Sort and distribute incoming mail, including faxes and inter-office mail as well as a variety of non-complex research and order fulfillment activities.
Provide follow-up support for pending service transactions which requires excellent written and verbal communication skills.
Provide incoming phone call support to Financial Representatives. This includes providing status updates or routing calls to the appropriate team.
Retrieve, monitor, distribute and when appropriate, process a variety of noncomplex transactions.
What kind of experience do you need to succeed?
High School Diploma
Zero to one years related experience.
General insurance, annuity, settlement option, and financial product knowledge is desirable.
Basic keyboarding and PC knowledge
Apply now for immediate consideration for this Finance Admin position in Appleton, WI . We look forward to connecting with you!
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here (~~~) for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.
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About Kelly
Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly’s Human Resource Knowledge Center.
Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly’s Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
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