Administrative Assistant

Description We are looking for a detail-oriented Administrative Assistant to join our team in West Chester, Ohio. In this Contract to permanent role, you will play a key part in managing client relationships, supporting investment operations, and ensuring administrative processes run smoothly. This position offers an excellent opportunity to contribute to a dynamic and detail-focused environment.Responsibilities:- Respond promptly and courteously to client inquiries, directing requests to the appropriate team members.- Prepare and organize standard materials and documentation for client meetings.- Maintain accurate and confidential client records, ensuring compliance with company policies.- Process investment service requests, including journals, rollovers, and other transactions.- Complete and submit all required investment paperwork to custodians and internal systems.- Generate templated reports and summaries using company software tools.- Update and monitor investment spreadsheets and models to ensure data accuracy.- Oversee administrative tasks such as processing transactions, managing account documentation, and streamlining client onboarding.- Acknowledge client requests within two business hours, providing clear next steps and timelines.- Support compliance efforts by maintaining up-to-date and accurate regulatory records. Requirements - Proven experience in administrative assistance, preferably within a detail-oriented services or financial setting.- Strong ability to manage and prioritize multiple tasks efficiently.- Proficiency in handling data entry and maintaining accurate records.- Exceptional communication skills, both written and verbal, for interacting with clients and team members.- Familiarity with managing inbound calls and receptionist duties.- Experience with investment-related administrative tasks is a strong plus.- High attention to detail, especially when preparing documentation and reports.- Knowledge of compliance standards and regulations in a detail-oriented environment is advantageous. TalentMatchRobert 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.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 (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .