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Administrative Assistant

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Media

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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:

One of our premier financial services clients is looking to staff an Administrative Assistant with previous client-facing or client support experience. This highly organized Administrative Assistant will support daily operations within a fast-paced financial services environment while playing a key role assisting with administrative tasks, client interactions, and internal processes. This role will consist of maintaining and updating internal records, draft and distribute internal and external communications, prepare meeting materials, create event agendas, cover the reception area as needed, and assist other staff with administrative tasks. The ideal Administrative Assistant should have a technical aptitude for database systems, strong attention to detail and experience working in a professional services environment.

Job Responsibility:

  • Organize, schedule, and confirm appointments/meetings
  • Track and analyze accounting data
  • Coordinate conference calls
  • Maintain and update client records within CRM systems
  • Calendar Management
  • Draft internal/external correspondence
  • Serve as point of contact for client inquiries
  • Assist with special projects and general office support as needed

Requirements:

  • 2-5 years of administrative support expertise
  • Any CRM experience preferred, Wealthbox a plus
  • Proficient Microsoft Office skills
  • Strong organizational and time management skills
  • High level of professionalism and attention to detail

Nice to have:

  • Bachelors degree in Business Administration or similar
  • CRM experience
  • Wealthbox
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 05, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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