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Administrative Business Partner

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Marshall

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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 a dedicated Administrative Business Partner to join our team in Marshall, Michigan. In this role, you will provide comprehensive administrative support to ensure the smooth operation of investment-related processes and client interactions. This is a Contract to permanent position, offering an excellent opportunity to develop your expertise in a collaborative and fast-paced environment. This role is 100% onsite, M-F, 8am-5pm.

Job Responsibility:

  • Prepare and process documentation for new investment accounts, including quotes and business proposals
  • Generate financial and investment illustrations, presenting results to clients effectively
  • Submit and track paperwork with agencies and investment firms, ensuring timely completion and compliance
  • Communicate with external parties to facilitate fund releases and resolve processing issues
  • Monitor applications for compliance, address concerns, and provide regular updates on status
  • Accurately input client data and maintain detailed records to support retention and prospecting efforts
  • Transcribe meeting notes and assist with administrative tasks such as greeting walk-in clients
  • Utilize systems like Redtail, Microsoft Office Suite, and Equipt to enhance workflow efficiency

Requirements:

  • Minimum of 2 years of experience in an administrative support role
  • Proficiency in Microsoft Office Suite and familiarity with client management systems
  • Strong organizational skills with the ability to handle multiple tasks and interruptions
  • Detail-oriented with a focus on accuracy and compliance in documentation
  • Excellent communication skills for interacting with clients and external agencies
  • Ability to work independently and adapt quickly to changing priorities

Nice to have:

  • Experience in the financial or investment industry is preferred but not mandatory
  • Familiarity with processing investment paperwork is an asset
What we offer:
  • Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
  • Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
March 05, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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