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Description

Financial Services Assistant (Part-Time or Full-Time)

Hours: Flexible, 30–40 hours per week

Compensation: Up to $26/hour, based on experience

We are seeking a detail-oriented and proactive Financial Services Assistant to support our advisors with day-to-day administrative and client service responsibilities. This role is ideal for someone with prior experience in a financial services or related professional environment who enjoys working with clients, managing multiple priorities, and supporting a fast-paced office.

This position offers flexibility in hours (part-time or full-time) and the ability to work in a hybrid environment after 90 days.

Key Responsibilities

+ Support daily account-related transactions and administrative processing

+ Manage calendaring, scheduling, and meeting coordination for advisors

+ Handle daily client communications via phone, email, and other channels as needed

+ Maintain accurate client records and documentation

+ Assist with general office and operational tasks to ensure smooth day-to-day workflow

+ Collaborate closely with advisors and team members to support client service needs

Qualifications

+ Prior experience in an administrative, assistant, or client service role within a financial services firm or related industry

+ Strong organizational skills and attention to detail

+ Excellent written and verbal communication skills

+ High level of technical proficiency (comfortable working with multiple systems, software, and digital tools)

+ Ability to manage multiple tasks, prioritize effectively, and work independently

+ Professional demeanor and strong client service mindset

What Our Client Offers

+ Flexible schedule (30–40 hours per week)

+ Competitive hourly pay up to $26/hour, depending on experience

+ Hybrid work environment

+ Opportunity to work closely with advisors and gain exposure to financial services operations

Interested candidates with the required experience, please apply today to Daniele.Zavarella@roberthalf com!

Requirements

+ Prior experience in an administrative, assistant, or client service role within a financial services firm or related industry

+ Strong organizational skills and attention to detail

+ Excellent written and verbal communication skills

+ High level of technical proficiency (comfortable working with multiple systems, software, and digital tools)

+ Ability to manage multiple tasks, prioritize effectively, and work independently

+ Professional demeanor and strong client service mindset

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) .