Administrative Assistant Job at Robert Half (Wayzata)

Administrative Assistant

Robert Half

Location:
United States , Wayzata

Category:
Office Administration

Contract Type:
Not provided

Salary:

50000.00 - 60000.00 USD / Year ▼

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Job Description:

This position will play a key role in keeping our client’s office running smoothly by providing administrative, operational, and client service support to financial advisors and staff and maintaining a welcoming office environment. Ideal candidate is curious and enjoys learning, brings excellent multitasking abilities, and a passion for delivering exceptional administrative assistance to enhance client experiences.

Job Responsibility:

Prepare and process client documentation, including account forms, transfers, and compliance-related paperwork
Schedule and confirm client appointments, ensuring accuracy and timeliness
Organize and maintain confidential client records, adhering to compliance standards and regulatory requirements
Assist in creating reports, presentations, and meeting materials for advisors
Coordinate mail handling, document scanning, and deliveries to maintain efficient workflow
Verify that all client-related documentation is complete, accurate, and meets firm standards
Manage electronic filing systems and support audits or recordkeeping tasks as needed
Collaborate with advisors and team members to facilitate administrative tasks and special projects
Address scheduling conflicts and ensure smooth coordination of meetings
Respond to client inquiries and provide detail-oriented communication to enhance client satisfaction

Requirements:

Minimum of 2 years of administrative experience in financial services or a similar environment
Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel
Familiarity with client management tools such as Redtail, Wealthbox, or Salesforce
Basic understanding of financial terminology and investment account types, including IRAs and brokerage accounts preferred
Ability to handle sensitive information with discretion and maintain confidentiality
Exceptional attention to detail and organizational skills, with a strong ability to prioritize tasks
Excellent communication and interpersonal skills, ensuring a detail-oriented demeanor in client interactions

What we offer:

Safe Harbor 401(K) Plan
Full Benefits Package (health, dental, and vision)
2 Weeks PTO + Paid Holidays

Additional Information:

Job Posted:
January 07, 2026

Employment Type:

Fulltime

Work Type:

Hybrid work

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