Administrative Assistant
Listed on 2026-02-20
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Administrative/Clerical
Office Administrator/ Coordinator, Clerical
Administrative Assistant
Oklahoma City, OK
Administrative Assistant - Financial Services
Employment Type: Full Time
Shift: 8-5 Monday - Friday
Location: Oklahoma City, OK
Compensation: $15 per hour
Job Summary
Harvest Talent Solutions is seeking a dependable and detail-oriented Administrative Assistant to support daily operations in a financial services office. This role plays an important part in ensuring a professional client experience while maintaining organization, accuracy, and confidentiality in a regulated environment.
Essential Job Functions
- Answer incoming phone calls, greet clients, and handle routine inquiries in a professional manner
- Schedule client appointments and manage advisor calendars
- Prepare and assist with basic client documents and forms
- Maintain accurate and organized digital and paper client files
- Support daily office tasks including mail processing, scanning, and supply management
- Enter, update, and maintain client information in the CRM with a high level of accuracy
- Assist with audits and compliance-related requests by gathering documents, organizing records, and supporting basic regulatory requirements
- Provide general administrative support to financial advisors and office staff
Required Qualifications
- Strong communication and customer service skills with a client-first mindset
- High attention to detail and willingness to learn financial services processes
- Basic computer proficiency, including email and Microsoft Word and Excel
- Professional demeanor with the ability to handle sensitive and confidential information
- Reliable, punctual, organized, and able to follow established procedures
What We Offer
- Competitive hourly compensation
- Opportunities for professional growth and advancement
- Dedicated recruiter support throughout the hiring and onboarding process
About Harvest Talent Solutions
Harvest Talent Solutions partners with organizations to connect dependable professionals with roles where they can contribute, grow, and support daily operations. We focus on long-term alignment, strong internal support, and helping teams work more efficiently.
How to Apply
Interested candidates should apply immediately. A recruiter from Harvest Talent Solutions will contact qualified applicants directly to discuss next steps.
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