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Job# 38125 BH# 398666
Contact# 6200679

Staff Assistant

Our financial client is looking for a staff assistant to join their team onsite! The main function of a Staff Assistant is to facilitate and coordinate the needs and request for additional information of a policy file. This is an onsite, freelance role for a 6 month contract.

Job Responsibilities:

- Coordinate and schedule time sensitive referrals working closely with vendors, contract specialist, case managers and underwriters.

- Coordinate vendor services including file copying, mailing, and matching of returned items.

- Receive and prioritize incoming correspondence.

- Respond to inquiries regarding status, requested information, and/or updates.

- Prioritize activities in order to meet turn around time goals. Consult with internal customers appropriately.

- Maintain vendor relationships. Maintain confidential department records and files.

- Compile, coordinate and prepare requested policy records. Participate in special projects as assigned.


- Working knowledge of MS Office Suite preferred.

- Verbal and written communication skills, attention to detail, and critical thinking.

- Ability to work independently and manage one’s time.

- Ability to work as a team, collaborating and prioritizing to get the work done for our customer(s) both internal and external.

- Knowledge of federal, state, and company policies, procedures and regulations as related to role.

- Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related software.