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Description We are looking for a Trade/Sales Assistant to join our team in Palm Beach Gardens, Florida. This Contract to Permanent position offers a dynamic opportunity to work closely with advisors and clients, providing essential support and ensuring smooth execution of financial transactions. If you thrive in a fast-paced environment and have a knack for managing account processes and client interactions, this role could be the perfect fit for you.

Responsibilities:

• Assist advisors in opening new accounts and submitting them accurately through the platform.

• Facilitate the execution of buy and sell transactions, ensuring precision and compliance.

• Train advisors on setting up systematic deposits and withdrawals within the platform.

• Provide timely and detail-oriented responses to inquiries from advisors.

• Manage transactions involving both experienced and non-experienced funds, maintaining attention to detail.

• Utilize CRM systems to track and manage client interactions effectively.

• Handle cash activity processes with a high degree of accuracy.

• Process data efficiently to support financial operations and reporting.

• Collaborate with team members to ensure seamless advisor and client experiences.

• Monitor financial systems to identify and resolve discrepancies promptly. Requirements • Proficiency in financial services tools such as ADP and Concur.

• Hands-on experience with CRM platforms to manage client relationships.

• Familiarity with Crystal Reports for generating accurate data insights.

• Strong skills in data processing and reporting.

• Ability to handle inbound calls professionally and efficiently.

• Knowledge of cash handling and buying processes.

• Experience with systematic financial transactions and activity tracking.

• Detail-oriented approach to managing funds and account processes.

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) .