• Administrative Assistant

    Robert Half Finance & Accounting (Wayzata, MN)


    Description

    Administrative Assistant | Hybrid – Wayzata, MN | $50-60K

     

    This position will play a key role in keeping our client’s office running smoothly by providing administrative, operational, and client service support to financial advisors and staff and maintaining a welcoming office environment. Ideal candidate is curious and enjoys learning, brings excellent multitasking abilities, and a passion for delivering exceptional administrative assistance to enhance client experiences.

    Responsibilities:

    • Prepare and process client documentation, including account forms, transfers, and compliance-related paperwork.

    • Schedule and confirm client appointments, ensuring accuracy and timeliness.

    • Organize and maintain confidential client records, adhering to compliance standards and regulatory requirements.

    • Assist in creating reports, presentations, and meeting materials for advisors.

    • Coordinate mail handling, document scanning, and deliveries to maintain efficient workflow.

    • Verify that all client-related documentation is complete, accurate, and meets firm standards.

    • Manage electronic filing systems and support audits or recordkeeping tasks as needed.

    • Collaborate with advisors and team members to facilitate administrative tasks and special projects.

    • Address scheduling conflicts and ensure smooth coordination of meetings.

    • Respond to client inquiries and provide detail-oriented communication to enhance client satisfaction.

    Requirements

    Qualifications:

    • Minimum of 2 years of administrative experience in financial services or a similar environment.

    • Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel.

    • Familiarity with client management tools such as Redtail, Wealthbox, or Salesforce.

    • Basic understanding of financial terminology and investment account types, including IRAs and brokerage accounts preferred.

    • Ability to handle sensitive information with discretion and maintain confidentiality.

    • Exceptional attention to detail and organizational skills, with a strong ability to prioritize tasks.

    • Excellent communication and interpersonal skills, ensuring a detail-oriented demeanor in client interactions.

    Compensation & Benefits:

    • The targeted salary range for this position is $24-28/hour

    • Safe Harbor 401(K) Plan

    • Full Benefits Package (health, dental, and vision)

    • 2 Weeks PTO + Paid Holidays

     

    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 (https://www.roberthalf.com/us/en/mobile-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 (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .