Job Description
Description
Robert Half is partnering with a reputable wealth management firm seeking a professional and organized Administrative Assistant to support daily office operations and provide exceptional client service. This position is ideal for someone who enjoys working in a collaborative, client-facing environment and has strong administrative and organizational skills.
Key Responsibilities
+ Provide administrative support to advisors and office staff
+ Answer and direct incoming phone calls and emails in a professional manner
+ Schedule meetings, maintain calendars, and coordinate appointments
+ Prepare client packets, reports, and general correspondence
+ Assist with onboarding paperwork and maintain accurate client files
+ Manage office supplies, mail distribution, and general office organization
+ Greet clients and visitors while providing a high level of customer service
+ Support data entry,...
Robert Half is partnering with a reputable wealth management firm seeking a professional and organized Administrative Assistant to support daily office operations and provide exceptional client service. This position is ideal for someone who enjoys working in a collaborative, client-facing environment and has strong administrative and organizational skills.
Key Responsibilities
+ Provide administrative support to advisors and office staff
+ Answer and direct incoming phone calls and emails in a professional manner
+ Schedule meetings, maintain calendars, and coordinate appointments
+ Prepare client packets, reports, and general correspondence
+ Assist with onboarding paperwork and maintain accurate client files
+ Manage office supplies, mail distribution, and general office organization
+ Greet clients and visitors while providing a high level of customer service
+ Support data entry,...