We are looking for a highly organized and detail-oriented Accounting Clerk to join our team in Washington, District of Columbia. In this role, you will provide essential administrative support to Financial Advisors, ensuring smooth operations within a dynamic Wealth Management environment. If you thrive in a fast-paced setting and enjoy working collaboratively to deliver excellent client service, this position is for you. Responsibilities: • Schedule and coordinate client meetings, ensuring all necessary materials are prepared in advance. • Plan and organize company events, including logistics and communication with attendees. • Proofread memos and assist in the preparation of well-crafted client reports. • Maintain accurate records of client information, contracts, portfolio logs, and industry-specific forms. • Manage and update calendars for appointments, meetings, and conferences using Outlook. • Monitor pending business paperwork, track outstanding documents, and provide timely updates to Financial Advisors. • Handle incoming calls by prioritizing responses, providing requested information, or redirecting inquiries to the appropriate team member. • Foster strong client relationships through excellent customer service and proactive account maintenance. • Anticipate the needs of Financial Advisors and address them effectively.

• Minimum of 3 years' experience in administrative roles, preferably within financial services or banking. • Bachelor's degree from an accredited four-year institution. • Proficiency in Microsoft Office, including advanced skills in PowerPoint, Word, Outlook, and Excel. • Exceptional written and verbal communication abilities. • Proven ability to manage calendars and organize schedules efficiently. • Strong customer service skills with a focus on building positive client relationships. • Stable and consistent employment history.

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 <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.

Washington, DC
onsite
Permanent
65000.00 - 67000.00 USD / Yearly
We are looking for a highly organized and detail-oriented Accounting Clerk to join our team in Washington, District of Columbia. In this role, you will provide essential administrative support to Financial Advisors, ensuring smooth operations within a dynamic Wealth Management environment. If you thrive in a fast-paced setting and enjoy working collaboratively to deliver excellent client service, this position is for you. Responsibilities: • Schedule and coordinate client meetings, ensuring all necessary materials are prepared in advance. • Plan and organize company events, including logistics and communication with attendees. • Proofread memos and assist in the preparation of well-crafted client reports. • Maintain accurate records of client information, contracts, portfolio logs, and industry-specific forms. • Manage and update calendars for appointments, meetings, and conferences using Outlook. • Monitor pending business paperwork, track outstanding documents, and provide timely updates to Financial Advisors. • Handle incoming calls by prioritizing responses, providing requested information, or redirecting inquiries to the appropriate team member. • Foster strong client relationships through excellent customer service and proactive account maintenance. • Anticipate the needs of Financial Advisors and address them effectively.
2025-09-09T19:48:59Z