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Description We are looking for a detail-oriented Administrative Assistant to join a financial services firm in Monterey, California. This Contract-to-permanent position offers an excellent opportunity to support financial advisors and contribute to a fast-paced office environment. The role requires strong organizational skills, effective communication, and proficiency in administrative tasks.

Responsibilities:

• Provide administrative support to financial advisors, ensuring smooth day-to-day operations.

• Manage and schedule appointments, coordinating calendars efficiently.

• Handle inbound and outbound calls, addressing client inquiries and providing exceptional customer service.

• Perform accurate data entry tasks and maintain organized records.

• Prepare and format documents using Microsoft Word, Excel, and PowerPoint.

• Monitor and respond to email correspondence in a timely manner.

• Assist in compiling reports and presentations for internal and client use.

• Uphold a sense of urgency while working in a dynamic and fast-paced office environment.

• Learn and utilize proprietary software to support team operations.

• Collaborate with team members to streamline administrative processes and enhance productivity. Requirements • Minimum of 3 years of administrative experience, preferably within the financial services or banking industry.

• Familiarity with supporting financial advisors and understanding their operational needs.

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

• Strong communication skills, both verbal and written, with a focus on client service.

• Ability to multitask and prioritize effectively in a fast-paced environment.

• Detail-oriented with excellent organizational skills.

• Willingness to learn new software and adapt to proprietary systems.

• Bachelor's degree preferred but not required. TalentMatch®

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) .