Kelly Services Financial Services Assistant in Loveland, Ohio

Kelly Services is recruiting a Financial Services Assistant for a company located in Loveland, OH. This is a temp-to-hire opportunity.

Details and essential duties:

  • 25 – 30 hours per week (Monday - Friday)

  • Developing financial reports

  • Quarterly billing on client accounts

  • Answer incoming calls one day a week and during lunch hour

  • Complete new client intake paperwork for life insurance and annuity sales

  • Send weekly electronic newsletter to clients


  • General knowledge of financial licensing

  • General knowledge of life insurance and annuity account paperwork

  • Must have strong attention to detail

Why Kelly ® ?

With Kelly, accounting and finance professionals like you will have access to some of the world’s most respected companies—providing you with challenging, high-visibility projects that can transform your career. We work with 95 of the Fortune 100™ companies, and more than 3,000 finance and accounting hiring managers rely on us each year to access the best temporary and full-time talent: people like you.

Let us help advance your career today.

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