Administrative Assistant

We are looking for an Administrative Assistant to support advisors and help deliver an exceptional client experience for a wealth management firm. This position blends front-office coordination, sales support, and administrative execution, requiring someone who can manage competing priorities with accuracy and consistency. The ideal candidate is organized, responsive, and comfortable working with confidential financial information while keeping daily operations running smoothly.

Responsibilities:

• Foster positive client interactions by providing prompt, accurate updates and maintaining a welcoming front-desk presence.

• Answer incoming calls with professionalism and efficiency

• Manage conference room schedule and handle meal ordering

• Organize advisor calendars by scheduling client appointments, internal meetings, and review sessions while resolving conflicts before they affect workflow.

• Prepare meeting materials such as proposals, presentation packets, and portfolio review documents to ensure advisors are ready for client conversations.

• Coordinate office logistics, including supplies, vendor communication, and general workspace organization.

• Use Microsoft Office and financial or portfolio management platforms to track tasks, manage information, and improve day-to-day efficiency.

BENEFITS:

Medical/dental/vision - 100% paid for employee

401k + match

Life and long-term disability

PTO + paid holidays

Qualifications:

• At least 2 years of administrative support experience in a professional setting that requires strong attention to detail.

• Background in supporting client-facing staff in a fast-moving environment with shifting priorities.

• Intermediate working knowledge of Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.

• Strong organizational ability with a high level of accuracy, follow-through, and attention to detail.

• Excellent written and verbal communication skills paired with a detail-focused and service-oriented approach.

Compensation

$52,000.00-$55,000.00 Yearly

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.

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