Job Information
Robert Half Financial Services Administrative Assistant in Amherst, New York
Description
Jenny Bour with Robert Half is working with a well-established financial firm that is looking for a Financial Services Administrative Assistant to join their team! This exciting opportunity for a Financial Services Administrative Assistant is ideal for someone looking for long-term employment with growth potential and an interest in working in a client-facing, detail-oriented environment. As a Financial Services Administrative Assistant, you will play a vital role in supporting the team by managing various administrative tasks, from answering client calls and managing calendars, to processing client transactions and maintaining client accounts. This position offers excellent benefits and a great opportunity for growth within the financial services industry!
Responsibilities will include...
Act as the first point of contact for clients, handling calls and in-person greetings, and providing basic information and instructions as required.
Oversee the setup and management of staff calendars, ensuring daily updates and task allocation.
Handle incoming and outgoing mail, including UPS preparation and notifications to the team.
Prepare and review new account paperwork for clients, ensuring accuracy and completeness before delivery and onboarding.
Carry out account maintenance, including paperwork preparation, delivery, and processing, as well as monitoring for completion.
Handle client check deposits and prepare meeting folders as required.
Download daily transactions from our mutual fund custodian and update client mailing spreadsheets and Outlook contacts.
Create charity donation letters for client gifting and track delivery to entities.
Update various established spreadsheets and team pending task logs.
Make use of key skills such as Data Entry, Invoice Processing, Microsoft Excel, QuickBooks, SAP, and Mail Merge.
Requirements
Dependability, strong work ethic and punctuality are essential
Must be comfortable with frequent task switching and interruptions
Detail-oriented with strong ability to prioritize and handle time-sensitive tasks
Microsoft Office proficiency – Especially in Excel, Word, and Outlook (mail merge is a plus)
Excellent communication skills
Confidentiality, all client and firm information must be kept strictly confidential
Financial industry knowledge – Strongly preferred
*For immediate and confidential consideration, please apply directly or send your resume to Jenny Bour via LinkedIn.
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.
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