Job Description
Our client, a well-established and highly regarded financial planning practice, is seeking an Administrative Assistant to join their team. This organization is known for its comprehensive, client-first approach, focusing on holistic financial planning rather than sales-driven activities.
This is an excellent long-term opportunity for someone who thrives in a collaborative environment, enjoys supporting a professional team, and is passionate about delivering a high level of service to clients.
Key Responsibilities
Maintain and update CRM platforms (including Salesforce and Excel-based tracking)
Document detailed notes from client interactions
Communicate with clients via phone and email in a professional manner
Follow up on client requests and financial transactions
Coordinate with internal team members to resolve client inquiries
Request and manage financial and mortgage-related documentation
Apply for this Job
Submit your application for the Financial Administrative Assistant position at Robert Half.
Apply Now Save for Later