Description
Robert Half is partnering with a reputable wealth management firm seeking a professional and organized Administrative Assistant to support daily office operations and provide exceptional client service. This position is ideal for someone who enjoys working in a collaborative, client-facing environment and has strong administrative and organizational skills.


Key Responsibilities

+ Provide administrative support to advisors and office staff

+ Answer and direct incoming phone calls and emails in a professional manner

+ Schedule meetings, maintain calendars, and coordinate appointments

+ Prepare client packets, reports, and general correspondence

+ Assist with onboarding paperwork and maintain accurate client files

+ Manage office supplies, mail distribution, and general office organization

+ Greet clients and visitors while providing a high level of customer service

+ Support data entry,...