Administrative Assistant

Description

Our client in the financial services industry is seeking a detail-oriented and tech-savvy Administrative Assistant to support daily business operations in a fast-paced office environment. This role is ideal for a professional who excels at organization, communication, and workflow coordination, while also bringing strong digital fluency and practical experience using AI tools to improve efficiency. Based on general knowledge.

The Administrative Assistant will provide core administrative support to leadership and internal teams, coordinate schedules and meetings, manage documentation, assist with client communications, and help maintain smooth office operations. In today's evolving workplace, employers are placing increased value on professionals who can work effectively in digital environments and use AI tools to create real business value.

Key Responsibilities

+ Manage calendars, schedule meetings, and coordinate appointments for team members.

+ Prepare correspondence, reports, presentations, and other business documents with a high level of accuracy.

+ Organize and maintain electronic and physical files, records, and confidential documentation.

+ Support client-facing and internal communications in a professional and timely manner.

+ Assist with data entry, reporting, expense tracking, and general office administration.

+ Use AI-enabled tools to streamline administrative workflows, summarize information, draft communications, and improve productivity.

+ Help support administrative operations, workflows, project coordination, and front office management.

+ Utilize Microsoft Excel, Google Suite, CRM systems, and basic analytics tools to support reporting and operational tasks.

Requirements

Required Qualifications

+ 2+ years of administrative support experience, preferably within financial services, banking, insurance, or a related professional services environment.

+ Strong proficiency with Microsoft Office, especially Excel, and comfort working with digital business platforms.

+ Experience using AI tools or AI-enabled business software to improve workflows, analyze information, or increase efficiency.

+ Ability to craft effective prompts and apply generative AI tools in practical, business-focused ways.

+ Familiarity with CRM systems and basic reporting or analytics tools.

+ Excellent organizational skills, attention to detail, and ability to manage multiple priorities.

+ Strong written and verbal communication skills.

Preferred Qualifications

+ Experience supporting teams in a regulated or highly confidential environment such as financial services.

+ Exposure to project management tools and workflow optimization practices.

+ Relevant microcredentials or certifications in AI, business software, analytics, or administrative operations.

Talent Match®

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  for more information.

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