Job Information
Robert Half Administrative Assistant in Bloomington, Minnesota
Description
We are looking for a detail-oriented Administrative Assistant to provide critical support to a Financial Advisor in Sioux Falls. In this contract position, you will play an integral role in managing administrative tasks, client communications, and document preparation. This role requires someone who is highly organized, efficient, and comfortable working in an environment that values attention to detail.
Responsibilities:
• Perform accurate data entry and maintain client information in company databases.
• Set up new client accounts and verify account details to ensure accuracy.
• Assist in preparing and sending form letters to clients as needed.
• Coordinate paperwork and documentation for trust-related changes, ensuring compliance with company policies.
• Identify and escalate issues requiring higher-level intervention.
• Communicate with clients to obtain necessary signatures and documentation, ensuring clarity and a high standard of conduct.
• Collaborate with team members to streamline administrative processes.
• Help organize and maintain files and records for easy retrieval.
• Support daily operations by handling other administrative tasks as assigned.
Requirements
• Minimum of 5 years of experience in administrative support, or equivalent experience as an Executive Assistant.
• Familiarity with legal or financial terminology is strongly preferred.
• Proficiency in data entry and administrative office tools.
• Strong communication skills, both written and verbal, with the ability to interact professionally with clients.
• Exceptional organizational skills and attention to detail.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Must be comfortable working onsite in Sioux Falls.
TalentMatch®
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 (https://www.roberthalf.com/us/en/mobile-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.
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