Administrative Assistant Job at Robert Half (Oshkosh)

Administrative Assistant

Robert Half

Location:
United States , Oshkosh

Category:
Office Administration

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We are seeking a proactive and detail‑driven Administrative Assistant to support a growing financial services practice in Oshkosh, Wisconsin. This role is central to ensuring a smooth experience for clients and seamless operations for the advisory team. You will coordinate client touchpoints, prepare for key meetings, manage follow‑up activities, and maintain accurate documentation to support high‑quality service delivery. The ideal candidate is organized, resourceful, and comfortable managing multiple priorities in a client‑focused environment.

Job Responsibility:

Serve as the primary operational support for financial advisors by responding to client requests and assisting with daily administrative needs
Prepare client meeting materials such as summaries, reports, and planning documents to ensure advisors are fully equipped
Coordinate and execute post‑meeting tasks, ensuring follow‑ups are completed accurately and on schedule
Handle account‑related processing, including new accounts, transfers, and maintenance requests, while adhering to compliance standards
Monitor workflow processes to ensure activities are completed efficiently and documented appropriately
Maintain well‑organized digital and physical client records in alignment with regulatory requirements
Document client interactions, manage tasks, and support reporting activities using internal software systems
Create professional, client‑ready materials—including spreadsheets and presentations—using Microsoft Office applications
Assist with special initiatives and projects as assigned to support the overall success of the team

Requirements:

Preferably possess active Series 7 and Series 66 licenses, along with state insurance licenses, or demonstrate willingness to obtain them
Bring prior experience in financial services, wealth management, or client service roles
Showcase strong proficiency in Microsoft Office applications and familiarity with CRM systems
Demonstrate excellent communication skills and a keen attention to detail
Excel at managing multiple priorities in a dynamic environment
Exhibit professionalism, integrity, and a client-focused approach
Maintain a proactive and organized work style while meeting deadlines

What we offer:

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
March 01, 2026

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