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Robert Half Logo Robert Half · Office Administration

Administrative Assistant

United States, Minneapolis · Job Posted June 01, 2026
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Job Description

We are looking for an Administrative Assistant to join a collaborative team in Minneapolis, Minnesota. This role focuses on keeping client and financial records organized, supporting day-to-day administrative and bookkeeping activities, and ensuring sensitive information is handled with care. The ideal candidate is detail-oriented, comfortable working with documents and financial data, and confident managing multiple priorities in a client-facing environment.

Job Responsibility

  • Maintain accurate client files and supporting records, including organizing family-related documentation and updating internal information as needed
  • Oversee the upload, organization, and tracking of financial and tax-related documents within secure client portal systems
  • Handle outgoing and incoming client correspondence, including preparing mailings, distributing documents, and supporting communication follow-up
  • Assist with routine financial administration such as recording transactions, preparing deposits, and supporting basic bookkeeping activities
  • Enter and update accounting details in QuickBooks while helping keep internal records complete and current
  • Support payment-related processes by tracking check registers, coordinating bill payments, and assisting with journal entry documentation
  • Prepare printed checks and related financial paperwork with strong attention to detail and processing accuracy
  • Provide administrative support for quarterly distribution activities, including check preparation, deposit coordination, and document mailing
  • Protect confidential client and financial information by following secure handling practices and maintaining discretion in all tasks
  • Contribute to general administrative operations and provide dependable support across administrative functions in a small-team setting

Requirements

  • Experience using QuickBooks for data entry, record maintenance, or basic bookkeeping support
  • Proficiency with Microsoft Office applications, including Word, Excel, and Outlook
  • Ability to manage administrative tasks in an office environment with strong organization and follow-through
  • Comfortable handling client communications professionally by phone, email, and mail
  • Experience working with multi-line phone systems and managing calls efficiently
  • Strong accuracy when processing documents, financial information, and routine transactional tasks
  • Ability to maintain confidentiality while working with sensitive client and financial records

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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