Client Relations Specialist / Executive Assistant

Client Relations Specialist / Executive Assistant - - Financial Advisors office

Direct-Hire / Permanent position

Robert Half contact: Drew.Schroll@RobertHalf com.

Robert Half has partnered with a local financial advisor's office in their search of an employee to help provide administrative support to their President, Financial Advisor, and the office in general.

Ideal candidates with have strong administrative experience within a financial services/financial advisor office - - OR interest in the industry.

**This is a full-time, direct-hire position with a client of Robert Half**

Main Responsibilities:

General administrative functions for the office

Calendar management

Phone triage and client communications

Assist with logging client withdrawals and deposits

General account maintenance

Daily use of MS Office and CRM systems

**Our client offers a great work environment, strong benefit package that includes 401k contribution and Profit Sharing, Paid time off, and flexibility!

For immediate consideration, please email a MS Word version of your resume to Drew.Schroll@RobertHalf com. All inquiries will remain confidential.

Desired Experience:

• Proven experience as an administrative assistant or in a similar role for at least 2 years
• Series 6, 63, 65 license (or willingness/interest in obtaining - paid for by company)
• Proficiency in MS Office (MS Excel and MS PowerPoint, in particular)
• Strong organizational skills with the ability to multi-task
• Excellent time management skills and the ability to prioritize work
• Attention to detail and problem-solving skills
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to multi-task
• Knowledge of office management systems and procedures
• Experience in managing appointments and calendars
• Ability to handle sensitive and confidential information with discretion

For immediate consideration, please email a MS Word version of your resume to Drew.Schroll@RobertHalf com. All inquiries will remain confidential.