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Description

We are looking for a detail-oriented Finance Office Assistant to join our team in Palm Beach Gardens, Florida. This Contract to permanent position offers an excellent opportunity to contribute to administrative tasks in a dynamic environment while gaining valuable experience in the financial services sector. The role requires strong organizational skills and the ability to manage various data-driven activities effectively.

Responsibilities:

• Assist with a designated special project under the guidance of management.

• Perform data entry tasks using Microsoft Excel to ensure accuracy and reliability.

• Monitor financial transactions to confirm funds are allocated correctly.

• Generate and review daily and weekly reports for accuracy and compliance.

• Provide administrative support to streamline office operations.

• Handle inbound calls professionally and ensure inquiries are addressed promptly.

• Utilize CRM tools to maintain accurate client and transaction records.

• Support buying processes and cash activity tracking.

• Collaborate with team members to ensure smooth workflow and task execution.

Requirements • Proficiency in Microsoft Excel and data processing tools.

• Familiarity with CRM systems for managing client and transaction information.

• Strong administrative skills with previous office experience.

• Ability to monitor account transactions and ensure accuracy.

• Effective communication skills for handling inbound calls.

• Detail-oriented approach to managing financial and operational data.

• Interest in gaining experience within the financial services industry.

• Capability to multitask and prioritize responsibilities in a fast-paced environment.

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) .