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Financial Services Administrative Assistant / Receptionist

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Lancaster

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

We are seeking a polished and detail‑oriented Administrative Assistant/Receptionist to support a busy financial services office. This role is the first point of contact for clients and provides essential administrative, scheduling, and operational support to the internal team.

Job Responsibility:

  • Greet clients and visitors
  • manage front desk operations with a professional and welcoming demeanor
  • Answer and route incoming calls
  • handle general inquiries
  • Manage calendars, schedule meetings, and support office workflow
  • Prepare client documents, correspondence, and meeting materials
  • Maintain organized records and assist with data entry and file management
  • Support financial advisors and office staff with administrative tasks
  • Coordinate mail, scanning, supplies, and office logistics
  • Ensure confidentiality of client and company information at all times

Requirements:

  • Previous administrative or receptionist experience (financial services experience preferred)
  • Strong communication and customer-service skills
  • Proficiency in Microsoft Office
  • ability to learn internal systems, salesforce a plus
  • Detail-oriented with strong organization and follow-through
  • Ability to multitask in a professional, client-facing environment
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
April 10, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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