Description
We are seeking a detail-oriented and proactive Administrative Assistant to support a leading financial services firm. The ideal candidate will have excellent organizational skills, the ability to multitask in a fast-paced environment, and a strong understanding of office administration. As an Administrative Assistant, you will play a key role in ensuring efficient office operations, handling day-to-day administrative tasks, and providing vital support to a dynamic team.
General Administrative Support: Provide clerical support including scheduling meetings, answering phones, preparing documents, and organizing office activities.
Client Interaction: Greet clients and visitors, schedule client meetings, and assist with inquiries related to services and appointments.
Document Management: Assist in preparing financial reports, presentations, and correspondence. Maintain, organize, and update files, ensuring compliance with regulatory standards.
Data Entry: Input financial data and maintain records accurately in various systems, ensuring up-to-date and correct information.
Scheduling & Coordination: Manage calendars for senior financial executives, including scheduling meetings, conferences, and travel arrangements.
Office Management: Maintain office supplies, equipment, and overall office organization. Coordinate with vendors and ensure timely office operations.
Team Collaboration: Support a team of financial advisors or executives by managing daily administrative needs and ensuring smooth workflow.
Compliance & Confidentiality: Handle sensitive client information and documentation while maintaining confidentiality and adhering to industry regulations (e.g., SEC, FINRA)
Requirements
Experience: 1-3 years of experience in an administrative support role, preferably in financial services or a related industry.
Skills:
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
Strong organizational skills with the ability to manage multiple tasks and deadlines.
Exceptional communication skills, both written and verbal.
High attention to detail and accuracy.
Ability to handle confidential information with discretion.
TalentMatch®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
