Sr. Administrator

Robert Half is partnering with a growing wealth management firm seeking a polished and proactive Senior Administrative Assistant to support senior leadership and ensure smooth day-to-day office operations. This role is ideal for a detail-oriented professional who thrives in a fast-paced, client-focused environment and enjoys balancing executive support, operations, and client service responsibilities.

Key Responsibilities

• Provide high-level administrative support to advisors and leadership team members
• Manage complex calendars, scheduling, and meeting coordination
• Prepare and edit client correspondence, reports, presentations, and financial documents
• Coordinate client meetings, onboarding materials, and follow-up communications
• Maintain accurate client records and documentation in CRM systems
• Assist with account paperwork, compliance documentation, and operational processes
• Screen calls, manage incoming communications, and act as a professional point of contact for clients
• Coordinate travel arrangements, expense reporting, and event logistics
• Support office operations, vendor coordination, and special projects as needed
• Ensure confidentiality and professionalism when handling sensitive financial and client information

Qualifications:

Qualifications

• 5+ years of administrative support experience, preferably within wealth management, financial services, banking, or professional services
• Strong proficiency in Microsoft Office Suite, particularly Outlook, Excel, and PowerPoint
• Experience working with CRM systems such as Salesforce, Redtail, Wealthbox, or similar platforms preferred
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Professional demeanor with exceptional client service skills
• High attention to detail and ability to handle confidential information with discretion
• Bachelor’s degree preferred but not required

Compensation

About Us

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Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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