TEKsystems · 1 day ago
Administrative Assistant
TEKsystems is a leading provider of business and technology services, and they are seeking an Administrative Assistant to support their Investment Services program and Consumer Lending partners. The role involves handling member service calls, maintaining compliance standards, and improving processes to ensure smooth operations.
Information Technology
Responsibilities
Support member service & sales: Handle inbound/outbound calls, prepare account paperwork, coordinate servicing, and resolve issues with care and professionalism
Own CRM discipline: Monitor referral workflows, SLAs, dashboards, and reporting; help the team stay data‑driven and responsive
Partner with Lending: Coordinate stock‑secured loan collateral account opening, servicing, and maintenance in partnership with Consumer Lending teams
Keep us audit‑ready: Maintain organized files and records aligned to regulatory requirements (FINRA, OSJ, and insurance agency standards)
Find better ways: Spot process and workflow improvements and help implement them
Qualification
Required
High school diploma (or equivalent)
1+ year in administrative support, call center, or retail branch operations—ideally with exposure to insurance, investment, and traditional credit union products; experience supporting an investment team is a plus
Ability to prioritize multiple activities under tight deadlines; meticulous follow‑through
Comfortable preparing reports and charts for leaders and clients
Proven ability to handle sensitive documents with discretion
Familiarity with CRM tools (e.g., Salesforce or Microsoft Dynamics) and solid Microsoft Office skills
Broad knowledge of credit union operations, products, and regulatory context
Benefits
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Company
TEKsystems
At TEKsystems, they understand people. Every year they deploy over 80,000 IT professionals at 6,000 client sites across North America,
H1B Sponsorship
TEKsystems has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (46)
2024 (52)
2023 (33)
2022 (22)
2021 (36)
2020 (53)
Funding
Current Stage
Late StageRecent News
2025-11-19
2025-10-29
Company data provided by crunchbase