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Description

Administrative Assistant - Financial Advisors Office

Direct-Hire / Permanent position

Robert Half contact: Drew.Schroll@RobertHalf com.

Robert Half has partnered with a local financial advisor's office in their search of an employee to help provide administrative support to their President, Financial Advisor, and the office in general.

Ideal candidates with have strong administrative experience within a financial services/financial advisor office - - OR interest in the industry.

This is a full-time, direct-hire position with a client of Robert Half

Main Responsibilities:

General administrative functions for the office

Calendar management

Phone triage and client communications

Assist with logging client withdrawals and deposits

General account maintenance

Daily use of MS Office and CRM systems

**Our client offers a great work environment, strong benefit package that includes 401k contribution and Profit Sharing, Paid time off, and flexibility!

For immediate consideration, please email a MS Word version of your resume to Drew.Schroll@RobertHalf com. All inquiries will remain confidential.

Requirements

Desired Experience:

• Proven experience as an administrative assistant or in a similar role for at least 2 years

• Series 6, 63, 65 license (or willingness/interest in obtaining - paid for by company)

• Proficiency in MS Office (MS Excel and MS PowerPoint, in particular)

• Strong organizational skills with the ability to multi-task

• Excellent time management skills and the ability to prioritize work

• Attention to detail and problem-solving skills

• Excellent written and verbal communication skills

• Strong organizational skills with the ability to multi-task

• Knowledge of office management systems and procedures

• Experience in managing appointments and calendars

• Ability to handle sensitive and confidential information with discretion

For immediate consideration, please email a MS Word version of your resume to Drew.Schroll@RobertHalf com. All inquiries will remain confidential.

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) .