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Administrative Assistant

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Los Angeles

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Category:
Office Administration

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for an Administrative Assistant to join a financial services team on a contract-to-permanent basis. This position supports advisors through a blend of client-facing service, office coordination, and administrative execution, helping ensure daily operations run smoothly and professionally. The ideal candidate brings strong organization, sound judgment, and a service-oriented approach while handling a wide range of account, meeting, and communication tasks.

Job Responsibility:

  • Build strong day-to-day connections with clients and business partners while supporting advisors in ongoing service and relationship management activities
  • Coordinate administrative steps related to new and existing accounts, including collecting documents, organizing statements, and preparing materials needed for client meetings
  • Assist with account and relationship reviews by compiling accurate information and creating performance-related reports in a timely manner
  • Process operational requests such as account setup, fund movement, and trade-related documentation with close attention to accuracy and deadlines
  • Support compliance and risk-related activities by maintaining records, completing required forms, and helping address account reviews and inquiries
  • Identify opportunities to improve client service and contribute ideas that may support business growth or product awareness
  • Help organize client and prospect events, including scheduling, logistics, and follow-up communication
  • Use approved digital and social channels to help increase visibility and encourage engagement with prospective clients
  • Provide general administrative office support, including handling inbound calls, data entry, and front-desk style coordination as needed

Requirements:

  • At least 1 year of relevant experience in an administrative, office support, or related business environment
  • Minimum 2 years of experience working with clients and delivering high-quality service while building strong relationships
  • Demonstrated ability to manage multiple tasks independently and stay organized in a fast-paced setting
  • Strong verbal and written communication skills with a clear and effective approach
  • High level of accuracy and attention to detail, especially when working with documents, reports, and account information
  • Effective analytical and problem-solving skills with the ability to follow through on tasks and resolve issues efficiently
  • Experience with administrative support, answering inbound calls, data entry, and front-desk responsibilities
  • Familiarity with financial services products such as investments, insurance, banking solutions, or financial planning tools is a plus

Nice to have:

Familiarity with financial services products such as investments, insurance, banking solutions, or financial planning tools is a plus

What we offer:
  • Competitive compensation and benefits
  • free online training
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
May 10, 2026

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