Client Transition Admin Associate (Temp)

The Addison Group; Madison (WI); On-site; USD 23,000 - 25,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

The Addison Group is seeking an Administrative Assistant in Madison, WI to provide essential support during a client transition project. This role involves document preparation, reviewing and organizing paperwork, tracking items, and coordinating with internal teams and external vendors to ensure timely processing.

Responsibilities include maintaining tracking logs, preparing documents for signatures, and managing multiple priorities with accuracy.

Qualifications

• Previous administrative experience involving document review, deadline tracking, and follow-through.
• Experience working in a professional services environment preferred.
• Strong organizational skills and attention to detail.
• Ability to multitask and manage competing priorities.
• Excellent communication and follow-through skills.
• Comfortable using PDF tools, tracking logs, and document filing systems.

Responsibilities

• Research and verify contact information.
• Organize and manage PDF files per naming conventions.
• Prepare documents for client signatures.
• Review documentation for accuracy and completeness.
• Coordinate with external vendors for forms and appointments.
• Maintain tracking logs for outstanding items and deadlines.
• Complete daily tracker downloads and reporting.
• Upload and file completed documents.
• Assist with reimbursement requests and document downloads.
• Email completed documentation to the corporate office.
• Manage multiple priorities and meet deadlines.

Skills

Organizational skills

Attention to detail

Multitasking

Communication skills

Document review

Tools

PDF tools

Tracking logs

Document filing systems

Job description

The Addison Group is seeking an Administrative Assistant in Madison, WI to provide essential support during a client transition project. This role involves document preparation, reviewing and organizing paperwork, tracking items, and coordinating with internal teams and external vendors to ensure timely processing.

Responsibilities include maintaining tracking logs, preparing documents for signatures, and managing multiple priorities with accuracy.