Administrative Assistant Lake Geneva, WI

Administrative Assistant

Robert Half is partnering with a financial services firm in the recruiting for an Administrative Assistant to join their team in Lake Geneva, Wisconsin. In this role, you will provide essential administrative support, manage billing processes, and ensure smooth office operations. This position is ideal for someone who excels in organization, thrives in a fast-paced setting, and enjoys working collaboratively in an environment that values attention to detail.

Responsibilities:

• Provide comprehensive administrative support to ensure daily office operations run efficiently.

• Manage billing processes, including preparing, reviewing, and distributing invoices.

• Maintain accurate records and documentation for client accounts and internal operations.

• Communicate effectively with clients and team members to address inquiries and resolve issues.

• Oversee office management tasks such as scheduling meetings, organizing files, and ordering supplies.

• Utilize billing software to generate statements and ensure timely processing of payments.

• Assist in drafting and updating administrative policies and procedures.

• Coordinate with team members to ensure deadlines and project milestones are met.

• Handle confidential information with a high degree of discretion.

• Identify opportunities to improve administrative workflows and suggest practical solutions.