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Financial Services Administrative Assistant

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Amherst

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

This Administrative Assistant role is integral to ensuring smooth daily operations within a detail-focused office setting, requiring exceptional multitasking skills and a strong sense of confidentiality.

Job Responsibility:

  • Serve as the first point of contact by answering client calls, addressing basic inquiries, and coordinating paperwork for financial transactions
  • Greet clients courteously and prepare conference rooms for meetings
  • Manage and update team and support staff calendars to ensure seamless scheduling
  • Handle incoming and outgoing mail, including notifications to the appropriate team members
  • Prepare and process client account paperwork, ensuring accuracy and compliance with custodian requirements
  • Maintain client accounts by managing updates such as address changes, name updates, and authorized signer modifications
  • Facilitate client check deposits and prepare meeting folders with necessary documentation
  • Download daily financial transactions from mutual fund custodians and handle related reporting tasks
  • Draft and track charity donation letters, ensuring copies are sent to clients and recipients
  • Update and manage various spreadsheets, including client mailing lists and task logs, using tools like mail merge

Requirements:

  • Bachelors Degree is preferred
  • 3+ years of administrative experience, preferably in the financial sector
  • Demonstrated reliability and a strong work ethic, with the ability to meet deadlines consistently
  • Outstanding organizational skills and the capacity to manage multiple tasks effectively
  • Proven ability to prioritize tasks and remain calm when managing shifting priorities
  • Proficiency in Microsoft Office tools, with a strong focus on Word, Excel, and Outlook
  • mail merge experience is a plus
  • Familiarity with DocuSign and general knowledge of the financial industry are highly desirable
  • Ability to maintain strict confidentiality regarding client and firm information

Nice to have:

  • mail merge experience
  • Familiarity with DocuSign and general knowledge of the financial industry
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
April 20, 2026

Work Type:
On-site work
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