Description We are in search of a Financial Administrative Assistant to join our team based in Brentwood, Tennessee. The selected candidate will be vital in providing administrative and operational support within our financial sector. This role will involve managing client communication, handling securities applications, and contributing to the success of our financial advisors and administrative team.
Responsibilities:
Handle the processing of paperwork related to financial planning and securities applications
Manage client communication regarding account inquiries, including initiating online transactions
Use Microsoft Suite and MoneyTree financial planning software to maintain smooth workflows and generate accurate reports
Ensure all workshop packets are compiled and all materials are accurate and well-organized
Provide backup support across the office by answering phones as needed
Coordinate with asset vendors and security tools to meet client needs efficiently
Act as a key player in administrative functions, assisting advisors with financial planning
Utilize skills in customer service, data entry, and email correspondence to maintain efficient administrative operations
Schedule appointments and maintain records using Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, and Microsoft Word
Utilize knowledge of banking industry and security concepts to effectively perform duties. Requirements - Proficiency in answering inbound calls and providing top-notch customer service
Expertise in data entry tasks with high accuracy and attention to detail
Strong skills in email correspondence, maintaining professionalism and prompt responses
Proficient in using Microsoft Office Suite including Excel, Outlook, PowerPoint, and Word
Demonstrated ability to schedule appointments effectively and efficiently
Knowledge and understanding of the banking industry
Familiarity with basic security concepts relevant to the financial sector
Excellent organizational skills and ability to multitask
Strong written and verbal communication skills
Ability to work independently and collaboratively within a team
Previous experience in a similar role in the financial sector is preferred 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.
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