Financial Services Administrative Assistant / Receptionist Job at Robert Half (Lancaster)

Receptionist & Administrative Assistant

Client is seeking a dependable, highly organized Part-Time Receptionist & Admini...

Location

United States , El Segundo

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years in an administrative, receptionist, or office support role
Strong organizational and time-management skills
Professional phone etiquette and customer service abilities
Experience handling confidential and sensitive information
Proficiency in Microsoft Office (Word, Excel, Outlook)
Ability to multitask in a fast-paced professional office

Job Responsibility

Serve as the primary point of contact for all inbound and outbound calls
Greet visitors and manage front desk coverage
Coordinate meeting rooms and assist with event scheduling
Provide administrative support to the CEO, President, and COO
Schedule meetings, appointments, and company events
Prepare, update, and manage executive business cards and materials
Assist with travel requests and itinerary coordination
Process expense reports and employee reimbursements
Enter financial data and assist with basic accounting tracking
Handle purchasing requests and vendor coordination

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Parttime

New

Office Administrative Assistant

We are looking for an organized Office Administrative Assistant to support daily...

Location

United States , Milwaukee

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in administrative, clerical, receptionist, or office support work
Proficiency with Microsoft Office applications, including Word, Excel, and PowerPoint, along with general computer and document scanning skills
Strong organizational skills with the ability to manage multiple priorities and maintain close attention to detail
Effective customer service, communication, and interpersonal skills for working with staff, volunteers, donors, and visitors
Ability to use standard office equipment and handle routine tasks such as inbound calls, filing, and correspondence management
Sound judgment, professionalism, and the ability to safeguard confidential information
Valid driver’s license and access to an insured vehicle

Job Responsibility

Coordinate day-to-day office activities to help maintain an efficient and well-organized workplace
Serve as a primary point of contact for visitors, callers, and community members, ensuring courteous and attentive communication
Support clerical projects by guiding volunteers and staff, assigning tasks, and helping work stay on schedule
Assist with meetings, fundraising activities, fairs, and other special events by preparing materials and handling administrative logistics
Maintain accurate paper and digital records, including files, invoices, donation tracking, and donor communications
Process payroll-related information, complete basic bookkeeping tasks, prepare bank deposits, and support routine financial documentation
Create reports, spreadsheets, presentations, flyers, and other materials using standard office software
Receive incoming mail, sort and distribute correspondence, manage office supply inventory, and place cost-conscious orders as needed
Help keep shared office areas clean, orderly, and ready for daily use while assisting with additional administrative projects as assigned

What we offer

Medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

Fulltime

Administrative Assistant

We are looking for an Administrative Assistant to join a CPA firm focused on bus...

Location

United States , Lakewood

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in an administrative assistant, receptionist, or office support role
Strong ability to answer inbound calls and communicate clearly with clients and internal team members
Proficiency in data entry with consistent attention to accuracy and detail
Working knowledge of general administrative office procedures and front-desk support
Familiarity with QuickBooks and exposure to tax or accounting environments is preferred
Ability to manage multiple tasks, stay organized, and meet deadlines in an organized office setting
Comfortable using standard office software and handling confidential information with discretion

Job Responsibility

Manage day-to-day administrative activities to help the office operate efficiently and maintain an organized workflow
Welcome visitors, handle front-desk responsibilities, and respond to inbound calls with professionalism and excellent customer service
Enter, update, and maintain records with a high degree of accuracy across office and client-related documentation
Provide general clerical support such as scheduling, correspondence, filing, and preparing materials for internal use
Assist with QuickBooks-related administrative tasks and help organize financial or tax-related information for review
Support accounting and tax teams by tracking follow-up items and helping ensure action steps are documented and completed
Coordinate communication between staff and clients to keep requests, updates, and appointments moving smoothly

What we offer

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

Administrative Assistant

We are looking for a dependable part-time Administrative Assistant to support da...

Location

United States , Newtown Square

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in office management, administrative support, or a similar business support role
Practical experience handling front desk or receptionist responsibilities in a detail-oriented environment
Ability to manage office supply purchasing, inventory tracking, and vendor coordination
Familiarity with accounts payable processes and basic invoice or expense support
Strong organizational skills with the ability to manage multiple priorities effectively
Clear written and verbal communication skills and a detail-oriented customer-service approach
Comfortable working in a hybrid arrangement that is expected to transition to mostly onsite attendance

Job Responsibility

Coordinate day-to-day office activities to ensure the workplace remains organized, efficient, and fully supported
Welcome visitors, manage front desk interactions, and serve as a courteous first point of contact for employees and guests
Monitor inventory levels for office materials and place orders as needed to maintain uninterrupted operations
Oversee the distribution, storage, and upkeep of office supplies and related administrative resources
Assist with accounts payable tasks, including processing invoices and supporting accurate financial documentation
Provide general administrative support such as scheduling, correspondence handling, and record maintenance
Help maintain office procedures and support operational updates as business needs evolve
Work closely with internal teams to address workplace needs and ensure a positive day-to-day office experience

What we offer

medical
vision
dental
life and disability insurance
enrollment in company 401(k) plan

Parttime

Administrative Assistant

We are looking for an Administrative Assistant to join a financial services orga...

Location

United States , Austin

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 1 year of experience in mortgage operations, loan administration, post-closing, or a related financial services support function
High school diploma or equivalent required
Working knowledge of loan closing documentation and post-closing workflows
Strong attention to detail with the ability to manage large volumes of documents accurately and efficiently
Proficiency with Microsoft Outlook, Word, Excel, and SharePoint
Ability to handle sensitive and confidential information with professionalism and discretion
Effective communication and organizational skills, with the ability to coordinate across multiple teams and external partners
Experience supporting administrative office tasks, data entry, receptionist-style duties, or inbound phone support is helpful

Job Responsibility

Organize, index, and maintain mortgage files so records are prepared correctly for collateral handling and final delivery
Track missing or outstanding items and follow up with internal departments, title partners, and settlement contacts to obtain required documents
Scan, upload, and update records in designated systems while ensuring file integrity and proper document retention
Prepare collateral packages for shipment to custodians and support timely delivery to investors within established service deadlines
Communicate with processing, closing, and quality control teams to resolve documentation issues and keep post-closing activities on schedule
Monitor trailing documents such as recorded instruments, title policies, and lien-related paperwork to ensure loan files are fully completed
Provide general administrative support through data entry, document handling, inbound call support, and office coordination as needed

What we offer

medical, vision, dental, life and disability insurance
enrollment in company 401(k) plan

Administrative Assistant

We are seeking a detail-oriented Administrative Assistant to support back-office...

Location

United States , Fresno

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in an administrative assistant, receptionist, or general office support role.
Strong ability to handle inbound calls in a courteous and attentive manner.
Experience with data entry and maintaining accurate administrative records.
Comfortable performing front-desk and general office support responsibilities in a fast-paced setting.
Solid organizational skills with the ability to manage multiple routine tasks efficiently.
Clear written and verbal communication skills and a dependable, service-oriented approach.

Job Responsibility

Support the billing team with data entry, invoice processing, and updating account records with a high level of accuracy
Review billing documents for completeness and resolve discrepancies in collaboration with internal teams
Maintain organized financial and customer records in internal systems
Assist with tracking payments, preparing reports, and monitoring outstanding balances
Handle internal and external inquiries related to billing, providing timely and professional communication
Prepare and organize documentation for audits, reporting, and month-end processes
Perform general administrative tasks such as filing, document management, and process coordination
Help maintain workflow efficiency by keeping billing tasks, deadlines, and priorities on track

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Administrative Assistant

We are looking for a dedicated Administrative Assistant to support a Program Dir...

Location

United States , Indianapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience in an administrative assistant, receptionist, or clerical support role is required
Demonstrated history of reliability and steady employment in previous positions
Strong written and verbal communication skills with the ability to interact professionally across a variety of audiences
Proven ability to manage details carefully when preparing documents, maintaining records, and entering information
Experience reviewing or supporting budget-related materials with a high degree of accuracy
Proficiency with common office software, scheduling tools, and standard administrative systems
Ability to handle sensitive or confidential information with discretion and sound judgment
Service-oriented, collaborative, and dependable approach to supporting leadership and team operations

Job Responsibility

Provide day-to-day administrative assistance to the Program Director and partner teams, helping priorities move forward smoothly and efficiently
Organize calendars, schedule appointments, and coordinate meetings to ensure leaders and stakeholders are informed and prepared
Greet visitors and guests with warmth and professionalism, creating a welcoming experience for internal and external contacts
Draft, edit, and proofread letters, reports, and program-related documents to maintain a high standard of accuracy and presentation
Support communication and event logistics by preparing materials, coordinating details, and following up on action items
Enter data, maintain records, and keep physical and digital filing systems current, orderly, and easy to access
Assist with budget tracking and financial paperwork by reviewing information carefully and updating documentation as needed
Handle general clerical and front-office duties, including phone support and other administrative tasks that help the office operate effectively

What we offer

medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

Fulltime

Administrative Assistant

We are looking for an Administrative Assistant to support daily property operati...

Location

United States , San Antonio

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required
additional education in business, real estate, or a related area is preferred
1–3 years of experience in property administration, commercial real estate support, or a comparable administrative position is preferred
Working knowledge of accounts payable, accounts receivable, and administrative recordkeeping practices
Strong organizational skills with the ability to manage multiple priorities and maintain close attention to detail
Clear verbal and written communication skills, with a thoughtful approach to tenant, vendor, and internal team interactions
Proficiency with Microsoft Office applications, including Excel, Word, and Outlook
experience with property management software is a plus
Ability to handle confidential information responsibly, work independently, and contribute effectively in a team setting

Job Responsibility

Support day-to-day administrative activities for property operations, ensuring records, correspondence, and office workflows are maintained accurately and efficiently
Assist with processing documentation, tracking invoices, and maintaining organized financial files
Review and collect tenant insurance certificates to help confirm compliance with lease obligations and client standards
Serve as a point of contact for tenants and vendors by responding to questions, documenting service needs, and escalating matters when appropriate
Coordinate routine maintenance and repair requests by receiving work orders and assigning them to building staff or external service providers
Help organize on-site activity such as tenant move-ins and move-outs, confirming required documentation and adherence to building procedures
Maintain strong vendor relationships by scheduling services, following up on completed work, and supporting operational issue resolution
Perform general administrative and receptionist-related duties such as answering inbound calls, data entry, calendar coordination, and preparing routine reports or correspondence

Fulltime

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Financial Services Administrative Assistant / Receptionist

Job Description

Job Responsibility

Requirements

What we offer

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