Kelly Services Finance Administrator in Houston, Texas

Job Description

Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced financial firm in Houston, Texas is looking for a strong, detail orientated New Business Specialist/Admin to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources and freedom to build a great future, please contact us today!


Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

  • Prioritize day to day tasks and issues

  • Answer phone

  • Sort and distribute mail - Operate with a proactive approach to advisors & clients - Complete & process new client applications - Maintain database programs - Respond to client inquires as needed - Opening, closing & transferring of accounts - Process transactions - Follow-up on pending business with companies and clients - Assist advisor with pre-appointment preparation - Resolve any issues regarding new accounts

  • Projects as needed

Minimum Requirements: - Previous experience in processing important paperwork - Previous client interaction in an office environment - Intermediate to advanced computer skills - Insurance & Securities or adequate industry experience

  • Background and Finger Printing required

This position requires that you possess the following skills:

  • Strong organizational skills and attention to detail

  • Ability to demonstrate persistence to achieve quality

  • Excellent communication - both verbal and written

  • Self-directed initiative

  • Process driven

  • Strong follow-through


Weekly Pay

Direct Deposit

Temp to hire option

Why Kelly ® ?

At Kelly Services ® , we work with the best. Our clients include 95 of the Fortune 100 ™ companies, and more than 70,000 hiring managers rely on Kelly annually to access the best talent to drive their business forward. If you only make one career connection today, connect with Kelly.

AboutKelly Services ®

As a workforce advocate for over 70 years, we are proud to directly employ nearly 500,000 people around the world and have a role in connecting thousands more with work through our global network of talent suppliers and partners. Revenue in 2016 was $5.3 billion. Visit and connect with us on Facebook , LinkedIn and Twitter .

Kelly Services is an equal opportunity employer including, but not limited to, Minorities, Females, Individuals with Disabilities, Protected Veterans, Sexual Orientation, Gender Identity and is committed to employing a diverse workforce. Equal Employment Opportunity is The Law. at