Administrative Assitant/Receptionist

Financial Services Administrative Assistant / Receptionist

Location: [Insert City, State]

Schedule: Onsite

Employment Type: Full-Time

Salary: [Insert Salary Range]

Overview:

We are seeking a polished and detail‑oriented Administrative Assistant/Receptionist to support a busy financial services office. This role is the first point of contact for clients and provides essential administrative, scheduling, and operational support to the internal team.

Responsibilities:

• Greet clients and visitors; manage front desk operations with a professional and welcoming demeanor
• Answer and route incoming calls; handle general inquiries
• Manage calendars, schedule meetings, and support office workflow
• Prepare client documents, correspondence, and meeting materials
• Maintain organized records and assist with data entry and file management
• Support financial advisors and office staff with administrative tasks
• Coordinate mail, scanning, supplies, and office logistics
• Ensure confidentiality of client and company information at all times

Qualifications:

• Previous administrative or receptionist experience (financial services experience preferred)
• Strong communication and customer-service skills
• Proficiency in Microsoft Office; ability to learn internal systems, salesforce a plus
• Detail-oriented with strong organization and follow-through
• Ability to multitask in a professional, client-facing environment

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 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.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.