Financial Services Administrative Assistant Job at Robert Half (Rock Island)

Financial Services Administrator

Are you an organised and proactive administrator looking to build your future in...

Location

United Kingdom , Taunton

Salary:

24000.00 - 26500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Proven admin experience in a professional setting
Excellent attention to detail and organisational skills
Friendly and confident communicator
Tech-savvy and comfortable with databases and systems
Reliable, adaptable, and well-presented

Job Responsibility

Handling client enquiries with professionalism and empathy
Processing financial applications and tracking progress
Liaising with providers and third parties to ensure timely updates
Maintaining accurate records using internal systems
Supporting consultants with documentation and case management
Assisting with meeting coordination, post, and general office duties

What we offer

Pension Contributions
Extra Time Off
Professional Growth
Warm Welcome
Recognition & Rewards
Wellbeing Matters
Modern Facilities
Supportive Culture

Fulltime

Business Support Assistant - Financial Services

We are seeking a detail-oriented and proactive Financial Services Administrator ...

Location

United Kingdom , Stirling

Salary:

24000.00 - 28000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in financial services or wealth management
Experience of using Salesforce, Apus or similar CRM systems (desirable)
Strong organisational and multitasking abilities
Excellent communication and interpersonal skills
Proficiency in Microsoft Office Suite and financial software
Attention to detail and high level of accuracy
Ability to work independently and as part of a team

Job Responsibility

Assist clients with account inquiries, transaction processing, and service requests
Prepare, review, and maintain client documentation
Accurately input client data into financial systems and generate reports
Schedule and coordinate client meetings and events
Ensure compliance with industry regulations and company policies
Perform general administrative tasks

Fulltime

Administrative Assistant

Are you a professional who wants to take on challenges while working as part of ...

Location

Canada , Pointe-Claire

Salary:

50000.00 - 55000.00 CAD / Year

Randstad

Expiration Date

February 02, 2026

Requirements

Experience in the financial services background an asset
Bilingual English and French (spoken and written) or English an advanced French
At least 2-3 years experience of administrative skills
Strong attention to detail
Good customer service skills
Knowledge of Microsoft Office (Word, Excel and Outlook)

Job Responsibility

Preparing transfer documentation and closely monitoring the progress of all transfers
Timely processing of transactions and conducting close follow-up using internal systems
Detailed entry of client discussions, client meetings and logging of all client communications
Preparing and editing correspondence, communications and other documents
Developing a keen knowledge and understanding of applicable Compliance regulations and addressing various Compliance reports
Managing executive’s schedule, appointments, and travel arrangements
Closely monitoring and managing executive’s emails
Replying professionally to client inquiries either electronically, in person or by telephone
Prepare materials required for client meetings
Communication with clients

What we offer

Monday-Friday 8:30AM-4:30PM or 9 AM-5PM
Hybrid model 3 days from office and 2 days from home
Bonus plans
Incentive plans
Value work-life balance and offer a casual and fun environment
Convenient location with access to free parking
Opportunity to work with a highly talented, winning team

Fulltime

Client Services Administrator

Client Services Administrator role at the heart of client relationships - managi...

Location

United Kingdom , Taunton

Salary:

25000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Solid administrative background
Excellent attention to detail
Confident, friendly communicator
Self-motivated and adaptable
Comfortable with IT systems and databases
Professional, punctual, and presentable
Administrative experience ideally within financial or professional services

Job Responsibility

Handle client enquiries professionally and manage cases through to completion
Maintain accurate records, ensure FCA compliance, and liaise with providers for smooth processes
Prioritise tasks effectively to meet deadlines and exceed expectations
Support consultants with clear communication and assist with office procedures, post handling, and meeting arrangements
Contribute to a welcoming environment, including preparing refreshments when needed

What we offer

Competitive pension scheme with generous contributions
Additional leave for birthday and Christmas
Financial support and study time for professional qualifications
Annual reviews and bonus scheme
Access to confidential Employee Assistance Programme
Bright offices with gym, showers, and welcoming staff room

Fulltime

Administration Assistant

Our client is seeking an Administration Assistant to join their dynamic team in ...

Location

United Kingdom , Stirling

Salary:

28000.00 - 35000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience in an administrative role within financial services
experience supporting paraplanning activities
excellent organisational skills to manage multiple tasks effectively
strong communication skills, both verbal and written, to interact professionally with clients and colleagues
proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) to carry out daily tasks efficiently
keen attention to detail to ensure accuracy in documentation and data entry
ability to work independently while also being a collaborative team player
basic understanding of financial products and services

Job Responsibility

Serve as the first point of contact for clients, assisting with inquiries and requests in a friendly and professional manner
prepare, organise, and maintain important financial documents to ensure all records are accurate and accessible
accurately enter data into financial systems and create comprehensive reports to support the team's operational needs
assist paraplanners with research and analysis to prepare financial plans and reports, including gathering and compiling data on investment products, insurance policies, and other financial instruments
ensure all documentation and processes comply with regulatory requirements and company policies
schedule and organise meetings, ensuring all necessary materials and logistics are in place for efficient discussions
manage filing, handle incoming mail, and oversee office supplies
provide assistance with various tasks as needed to support the team

What we offer

Up to £35k salary depending on experience
Hybrid working setup
Flexible working hours

Fulltime

Sr. Administrative Assistant

We are looking for a skilled Sr. Administrative Assistant to join our team in Li...

Location

United States , Little Rock

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in administrative roles, preferably within the financial services industry
Proficiency in tools such as Cisco Webex, Concur, and ADP
Strong organizational skills, including calendar management and budget oversight
Familiarity with CRM systems and data management processes
Ability to manage marketing-related workflows, including banner ads
Excellent communication skills, both verbal and written
Capability to coordinate virtual meetings and events effectively
Detail-oriented approach to handling administrative responsibilities

Job Responsibility

Coordinate and manage calendars, including scheduling meetings and conference calls
Organize virtual meetings and events using tools such as Cisco Webex
Handle administrative tasks related to budgeting and expense tracking through platforms like Concur
Assist with CRM data management to ensure accurate and up-to-date information
Support marketing efforts by managing banner ads and related administrative workflows
Monitor and streamline communication processes to enhance team collaboration
Provide logistical support for team members during conference calls and virtual events
Manage payroll and other financial services tasks using systems such as ADP
Ensure timely and accurate completion of administrative tasks, adhering to deadlines and organizational standards

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Administrative Assistant

The Administrative Assistant will maintain and update internal records, process ...

Location

United States , Wilmington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of administrative experience
Financial Services industry experience preferred
Proficient in MS Office Suite (Excel, Word, Outlook, PowerPoint and Adobe)
Very well organized, tech savvy

Job Responsibility

Organize, schedule, and confirm appointments/meetings
Track and analyze accounting data
Calendar Management
Prepare financial statements and reports
Draft internal/external correspondence
Generate travel arrangements & itineraries
Perform clerical research

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Administrative Assistant

Temporary Administrative Assistant position supporting a Senior Leadership team ...

Location

United Kingdom , City of London

Salary:

27.50 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Experience within financial services or fast-paced environments
Excellent written and verbal communication skills
Proficiency in Outlook, Word, Excel, and PowerPoint
Confidence in dealing with individuals at all levels
A proactive mindset with the ability to work independently and collaboratively
Strong multitasking and prioritisation capabilities
Organisational and interpersonal skills
A professional demeanour that inspires confidence

Job Responsibility

Diary Management: organising internal and external meetings
Communication Coordination: Arranging conference calls and video conferences
Travel Arrangements: Booking complex domestic and international business travel
Expense Management: Handling expenses through Concur system
Client Knowledge: Developing understanding of Senior Leadership Team's clients
Professional Communication: Establishing effective communication at all levels
Confidentiality: Handling sensitive information with discretion
Telephone Management: Responding to calls and taking ownership of queries
Email Management: prioritising and responding to emails
Event Planning: Assisting with team offsite and event planning

Fulltime

Financial Services Administrative Assistant

Robert Half

Location:
United States , Rock Island

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 16, 2026

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Job Posted:
January 16, 2026