Administrative Assistant

One of our premier financial services clients is looking to staff an Administrative Assistant with previous client-facing or client support experience. This highly organized Administrative Assistant will support daily operations within a fast-paced financial services environment while playing a key role assisting with administrative tasks, client interactions, and internal processes. This role will consist of maintaining and updating internal records, draft and distribute internal and external communications, prepare meeting materials, create event agendas, cover the reception area as needed, and assist other staff with administrative tasks. The ideal Administrative Assistant should have a technical aptitude for database systems, strong attention to detail and experience working in a professional services environment.

How you will make an impact

·      Organize, schedule, and confirm appointments/meetings

·      Track and analyze accounting data

·      Coordinate conference calls

·      Maintain and update client records within CRM systems

·      Calendar Management

·      Draft internal/external correspondence

·      Serve as point of contact for client inquiries

·      Assist with special projects and general office support as needed

Qualifications:

The ideal Administrative Assistant will preferably have a Bachelors degree in Business Administration or similar but NOT required.

Other requirements for the Administrative Assistant role include and are not limited to:

·      2-5 years of administrative support expertise

·      Any CRM experience preferred, Wealthbox a plus

·      Proficient Microsoft Office skills

·      Strong organizational and time management skills

·      High level of professionalism and attention to detail

For more information on this Administrative Assistant position and other full time accounting and finance opportunities, please contact us at 484.214.2831 and reference JO#03710-0013431185.

Compensation

About Us

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.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

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.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.