We are looking for an experienced Administrative Assistant to support a financial planning advisor in Massachusetts. This contract opportunity has the potential to become permanent and is ideal for someone who brings strong written communication, sound judgment, and a detail-oriented approach to daily office support. The role combines front-office coordination, clerical administration, and detail-focused assistance in a client-facing services environment. Responsibilities: • Provide day-to-day administrative support to a financial planning advisor, helping keep office operations organized and efficient. • Manage a light appointment schedule by coordinating meetings, updating calendars, and confirming availability as needed. • Handle weekly incoming and outgoing mail, ensuring documents are sorted, distributed, and routed accurately. • Answer inbound calls and respond to email correspondence in a courteous and attentive manner. • Perform data entry and general office administration with close attention to accuracy and confidentiality. • Welcome visitors and assist with receptionist-style duties to create a welcoming experience for clients and guests. • Use strong problem-solving skills to address routine administrative issues and escalate more complex matters when appropriate. • Support onsite office coverage during the initial training period, with the possibility of a limited hybrid schedule afterward.

• Strong command of written and spoken English, including clear grammar and detail-focused communication. • Prior experience in administrative support, office coordination, reception, or a similar business support role. • Comfortable answering phones, managing correspondence, and handling a variety of clerical tasks throughout the day. • Accurate data entry skills and the ability to maintain organized records and documentation. • Demonstrated ability to manage time effectively and stay on top of multiple priorities in a structured office setting. • Solid problem-solving ability and sound judgment when handling day-to-day office needs. • Detail-focused demeanor and confidence working in a client-facing environment. • Exposure to financial documents or an ability to work with financial statement information is helpful.

<h3 class="rh-display-3--rich-text">TalentMatch®</h3> 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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> 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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> 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 <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.

Upton, MA
onsite
Temporary to Hire
20.9 - 24.2 USD / Hourly
We are looking for an experienced Administrative Assistant to support a financial planning advisor in Massachusetts. This contract opportunity has the potential to become permanent and is ideal for someone who brings strong written communication, sound judgment, and a detail-oriented approach to daily office support. The role combines front-office coordination, clerical administration, and detail-focused assistance in a client-facing services environment. Responsibilities: • Provide day-to-day administrative support to a financial planning advisor, helping keep office operations organized and efficient. • Manage a light appointment schedule by coordinating meetings, updating calendars, and confirming availability as needed. • Handle weekly incoming and outgoing mail, ensuring documents are sorted, distributed, and routed accurately. • Answer inbound calls and respond to email correspondence in a courteous and attentive manner. • Perform data entry and general office administration with close attention to accuracy and confidentiality. • Welcome visitors and assist with receptionist-style duties to create a welcoming experience for clients and guests. • Use strong problem-solving skills to address routine administrative issues and escalate more complex matters when appropriate. • Support onsite office coverage during the initial training period, with the possibility of a limited hybrid schedule afterward.
2026-07-06T00:00:00Z