Sr. Administrative Assistant

We are looking for an experienced Sr. Administrative Assistant to provide dependable, high-level support for advisors and internal teams in Houston, Texas. This contract opportunity with permanent potential is ideal for someone who excels in a fast-paced environment, communicates professionally with clients and business partners, and keeps complex administrative work organized and accurate. The role focuses on managing client-related administrative activity, maintaining precise records, and helping ensure service requests are completed in line with established procedures.

Responsibilities:
• Deliver advanced administrative support for client servicing activities and advisor needs, ensuring timely and accurate completion of daily requests.
• Open new accounts and update existing account details across CRM, internal platforms, and custodian systems while maintaining data integrity.
• Coordinate the processing of operational items such as fund transfers, account changes, money movement requests, and supporting documentation.
• Examine submitted forms and service requests to confirm completeness, proper approvals, and adherence to company guidelines before execution.
• Maintain thorough client records, activity notes, and document files so information remains current, accessible, and audit-ready.
• Track service queues, alerts, notifications, and follow-up items, and communicate with advisors or internal departments to keep work moving forward.
• Liaise with custodians and external partners to resolve account issues, clarify requirements, and support efficient service delivery.
• Assist leadership and advisor teams with special assignments, scheduling needs, travel coordination, conference call logistics, and broader administrative projects.
• Provide cross-functional backup support to other administrative and client service team members as business needs require.

Qualifications:

• 5+ years of experience in a senior administrative, client service, or executive support role.
• Strong organizational skills with the ability to manage multiple priorities while maintaining a high level of accuracy.
• Detail-oriented written and verbal communication skills for interacting with clients, advisors, custodians, and internal teams.
• Experience working with CRM platforms such as Salesforce and maintaining detailed client or account records.
• Background handling calendars, travel arrangements, meeting coordination, and conference call scheduling.
• Knowledge of financial or client account administration, including document review and processing support, is strongly preferred.
• Sound judgment, consistent follow-through, and the ability to handle sensitive information with discretion.

Compensation

$30.00-$35.00 Hourly

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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