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Robert Half Logo Robert Half · Office Administration

Financial Administrative Assistant

United States, Florence · Job Posted May 04, 2026
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Job Description

We are looking for a Financial Administrative Assistant to support daily operations in Florence, Kentucky. This position blends administrative coordination with financial documentation, client support, and record management in a services environment. The ideal candidate is highly organized, communicates effectively, and can manage confidential information with care while keeping multiple priorities on track.

Job Responsibility

  • Support advisors, managers, and leadership with day-to-day administrative coordination, document preparation, and follow-up activities
  • Create, organize, and distribute financial reports, client correspondence, and account-related summaries with a high level of accuracy
  • Maintain up-to-date client files, account records, and compliance documentation to support regulatory and internal standards
  • Prepare onboarding materials for new clients and assist with updates, changes, and ongoing account administration
  • Process invoices, monitor expenses, and help reconcile basic financial records to support office and client-related transactions
  • Arrange meetings, manage calendars, and coordinate travel logistics to keep schedules running efficiently
  • Use firm-approved financial platforms and internal systems to track documentation, client activity, and required administrative records
  • Handle sensitive client and financial information with discretion while supporting compliance and confidentiality expectations

Requirements

  • At least 2 years of experience in administrative support, financial operations, banking, investment services, or a similar detail-focused setting
  • Strong organizational skills with careful attention to detail and the ability to maintain accurate records
  • Proficiency with Microsoft Office applications, including Excel, Word, and Outlook
  • Ability to work with confidential financial and client information in a detail-focused and discreet manner
  • Clear written and verbal communication skills for interacting with clients, internal teams, and leadership
  • Ability to manage competing priorities, stay organized under deadlines, and follow through on multiple assignments

Nice to have

Experience supporting onboarding, HR administration, accounting-related tasks, or customer service functions

What we offer

  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
  • Free online training
  • Access to top jobs
  • Competitive compensation
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