Job Information
Robert Half Administrative Assistant in Miami, Florida
Description
Wealth Management practice seeking an experienced Full-Time Administrative Assistant who is reliable and highly organized with strong communication skills to assist our Financial Advisors and clients. Must be able to follow established procedures to perform routine tasks and receive general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility.
Essential Duties and Responsibilities:
Interacts daily on the phone and/or in person with prospective and existing clients including handling basic inquiries.
Processes and follows up on client documentation for proper maintenance of accounts.
Prepares letters, forms, and spreadsheets to assist with servicing clients
Creates and maintains records and files.
Client database management
Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
Assists Financial Advisors
Requirements
Desire to work as part of a team with a strong focus on client needs.
Ability to adapt to different work styles.
Excellent communication skills and the ability to interface effectively with peers, management and clients.
Ability to anticipate needs and use good judgment.
Ability to exercise discretion and maintain confidentiality.
Detail-oriented, organized and able to meet deadlines.
An ambitious self-starter is currently wanted by a growing, dynamic company. if you thrive in a creative environment, then this opportunity may be ideal for you. This opportunity will be filled by the end of the week so don't hesitate! Please apply online or contact Brenda 305-504-5029
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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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app (https://www.roberthalf.com/mobile) and get 1-tap apply, instant notifications for AI-matched jobs, and 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.
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