We are looking for an experienced Administrative Assistant to join our team on a contract basis in Coconut Creek, Florida. This position involves supporting various administrative tasks, including document management and assisting in the creation of training materials such as videos and presentations. The contract is estimated to last two to three months, with the possibility of extension based on project progress.<br><br>Responsibilities:<br>• Organize and manage records retention processes to ensure proper documentation and compliance.<br>• Assist in developing training materials, including PowerPoint presentations and video content.<br>• Respond to inbound calls professionally and provide excellent customer service.<br>• Handle email correspondence efficiently, ensuring timely and accurate responses.<br>• Perform data entry tasks with a high level of accuracy and attention to detail.<br>• Schedule and coordinate appointments to support team operations.<br>• Utilize Microsoft Office tools, including Word, Excel, Outlook, and PowerPoint, to complete assigned tasks.<br>• Scan and archive documents electronically to maintain organized and accessible records.<br>• Manage both inbound and outbound call communication to support daily operations.
<p>Opportunities for top Administrative Assistant (Administrative Coordinator / Administrative Associate)</p><p>We currently have ongoing positions for a results-oriented Administrative Assistants who are deeply passionate about growing their career. In this role, you will perform various administrative and office support duties. Do you love mail merging, pivot tables and presentation design? Then we have a position for you. Please email your resume and call 626.463.2031 for immediate consideration.</p><p>· Answer phones and greet visitors</p><p>· Schedule appointments and maintain calendars</p><p>· Schedule and coordinate staff and other meetings</p><p>· Collate and distribute mail</p><p>· Prepare communications, such as memos, emails, invoices, reports and other correspondence</p><p>· Write and edit documents from letters to reports and instructional documents</p><p>· Create and maintain filing systems, both electronic and physical</p><p><br></p><p>If you are a self-starter who is passionate about supporting a dynamic and growing company and looking to thrive in a creative environment, we would love to hear from you! Contact us now</p>
<p>Opportunities for top Administrative Assistant (Administrative Coordinator / Administrative Associate)</p><p>We currently have ongoing positions for a results-oriented Administrative Assistants who are deeply passionate about growing their career. In this role, you will perform various administrative and office support duties. Do you love mail merging, pivot tables and presentation design? Then we have a position for you. Please email your resume and call 626.463.2031 for immediate consideration.</p><p>· Answer phones and greet visitors</p><p>· Schedule appointments and maintain calendars</p><p>· Schedule and coordinate staff and other meetings</p><p>· Collate and distribute mail</p><p>· Prepare communications, such as memos, emails, invoices, reports and other correspondence</p><p>· Write and edit documents from letters to reports and instructional documents</p><p>· Create and maintain filing systems, both electronic and physical</p><p><br></p><p>If you are a self-starter who is passionate about supporting a dynamic and growing company and looking to thrive in a creative environment, we would love to hear from you! Contact us now</p>
<p>We are looking for a highly organized Administrative Assistant to join our team in Tacoma, WA. In this role, you will provide essential support for two key projects involving digital file organization and project management tools. This is a contract position with opportunities to contribute significantly to the success of a small but dynamic business.</p><p><br></p><p>Responsibilities:</p><p>• Organize and restructure digital files within SharePoint to establish a clear and efficient file management system.</p><p>• Collaborate with an external IT department to manage employee permissions and address technical setup requirements.</p><p>• Perform data entry and optimize the use of SmartSheet for project timelines, office administration, and project management.</p><p>• Identify opportunities to enhance the functionality of SmartSheet to better meet organizational needs.</p><p>• Provide general administrative support to ensure smooth project execution and team collaboration.</p><p>• Utilize Microsoft Office Suite for creating reports and spreadsheets.</p><p>• Monitor and update electronic document management systems to ensure compliance and accessibility.</p>
<p>We are seeking a detail-oriented and proactive <strong>Administrative Assistant</strong> to provide essential support to our team and ensure efficient office operations. The ideal candidate will perform a variety of administrative tasks and act as a key point of coordination for the office.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Administrative Support</strong>: Manage schedules, organize meetings, and handle correspondence on behalf of the team.</li><li><strong>Document Management</strong>: Prepare, format, and maintain reports, records, and other office documentation.</li><li><strong>Communication</strong>: Serve as a liaison between departments, clients, and external stakeholders.</li><li><strong>Office Coordination</strong>: Assist with day-to-day office operations, including ordering supplies and maintaining organization.</li></ul>
<p>We are seeking a motivated and detail-oriented <strong>Administrative Assistant</strong> to join a dynamic team in Williamsport, PA. This is an excellent opportunity for recent graduates looking to gain hands-on experience in a fast-paced, collaborative work environment. If you're looking to jump-start your career in administrative support and thrive on supporting operations, we encourage you to apply!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide general administrative support, including maintaining records, scheduling appointments, and preparing correspondence.</li><li>Coordinate meetings, manage calendars, and communicate updates with internal staff and external stakeholders.</li><li>Assist in creating reports, presentations, and other documentation to support operations or project workflows.</li><li>Organize and maintain filing systems (digital and physical) and handle data entry tasks with accuracy and efficiency.</li><li>Act as the first point of contact for office visitors and calls, ensuring inquiries are directed appropriately.</li><li>Collaborate with team members to identify opportunities to improve efficiency in administrative processes.</li></ul><p><br></p><p><br></p>
<p>Robert Half's client in Worcester MA is looking for a detail-oriented Administrative Assistant!</p><p><br></p><p>Responsibilities:</p><p>- Phone/Email correspondence</p><p>- Customer service</p><p>- Data entry</p><p>- MS Excel experience</p><p>- Other administrative tasks</p><p>- Ability to multi-task</p><p><br></p><p>Start Date: Asap!</p><p>Duration: ~2-3months (could extend)</p><p>Hours: M-F | 8am-4:30pm</p><p>Work type: On-site</p><p><br></p><p>**If interested, apply now!</p>
<p>Robert Half’s client, a respected nonprofit organization in San Diego, is seeking a reliable, professional, and proactive Senior Administrative Assistant to provide high-level support to the Board of Directors and executive leadership. This hybrid role requires someone highly organized, detail-oriented, and confident in managing board communications, meeting logistics, and committee coordination.</p><p><br></p><p><strong>Role: Senior Administrative Assistant </strong></p><p><strong>Location:</strong> San Diego, CA (Primarily remote with occasional in-office attendance)</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Board & Committee Support</strong></p><ul><li>Prepare, schedule, and distribute board and committee agendas in advance.</li><li>Compile and distribute meeting packets, notices, and governance documents.</li><li>Take and maintain accurate meeting minutes for boards and committees.</li><li>Support onboarding of new board members and ensure all documentation is complete.</li></ul><p><strong>Organization & Communication</strong></p><ul><li>Manage multiple board calendars, deadlines, and deliverables.</li><li>Ensure communications and emails are professional, timely, and accurate.</li><li>Coordinate directly with board chairs and committee leaders at an executive level.</li><li>Reach out to committee members and distribute materials in a timely, organized manner.</li></ul><p><strong>Meeting Management</strong></p><ul><li>Oversee logistics for board and committee meetings.</li><li>Coordinate Zoom/virtual meetings, Gmail invites, webinars, and shared documents.</li><li>Utilize Google Shared Drive and Asana for project and task management.</li><li>Attend in-person meetings in San Diego as needed.</li></ul><p><strong>Administrative Support</strong></p><ul><li>Support executive leadership with board-related tasks and documentation.</li><li>Assist with production and organization of materials for governance and compliance purposes.</li><li>Ensure accuracy and consistency across all board documents and records.</li></ul>
<p>Opportunities for top Administrative Assistant (Administrative Coordinator / Administrative Associate)</p><p>We currently have ongoing positions for a results-oriented Administrative Assistants who are deeply passionate about growing their career. In this role, you will perform various administrative and office support duties. Do you love mail merging, pivot tables and presentation design? Then we have a position for you. Please email your resume and call 626.463.2031 for immediate consideration. </p><p>How you will make an impact</p><ul><li>Fielding telephone calls</li><li>Receiving and directing visitors</li><li>Word processing, filing and faxing</li><li>Support on diverse projects for other employees as needed</li></ul><p><br></p><p>If you are a self-starter who is passionate about supporting a dynamic and growing company and looking to thrive in a creative environment, we would love to hear from you! Contact us now </p>
<p>Robert Half is seeking a detail-oriented and proactive <strong>Administrative Assistant</strong> to join our client’s team in <strong>Nashua, NH</strong>. This role is essential for ensuring smooth day-to-day operations by providing high-level administrative support and maintaining an organized, efficient working environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact by handling phone calls, email correspondence, and in-person inquiries with professionalism.</li><li>Perform general administrative duties such as scheduling meetings, arranging travel, and maintaining calendars for leadership staff.</li><li>Prepare accurate and timely reports, presentations, and correspondence; manage incoming/outgoing mail and packages.</li><li>Maintain efficient office systems, including file management (both physical and digital).</li><li>Coordinate with internal departments and external partners as needed to facilitate smooth communication.</li><li>Support the onboarding process for new team members, including training on administrative procedures.</li><li>Act as a primary contact for office supply procurement, facility maintenance coordination, and general troubleshooting.</li><li>Take meeting minutes as requested and ensure timely distribution to team members.</li></ul>
<p>Non-Profit, located in the Greater Philadelphia area seeks an Administrative Assistant with some finance benefit and/or property administrative support experience. This Administrative Assistant will maintain and update internal records, draft and distribute internal and external communications, prepare meeting materials, create event agendas, cover the reception area as needed, and assist other staff with administrative tasks. The ideal Administrative Assistant should have a technical aptitude for database systems, strong attention to detail and experience working in a professional services environment.</p><p><br></p><p>How you will make an impact</p><ul><li>Assist with administrative tasks, including managing schedules and coordinating meetings.</li><li>Maintain accurate records and ensure timely completion of assigned projects.</li><li>Handle sensitive information with discretion and uphold confidentiality standards.</li><li>Communicate clearly and effectively, both in writing and verbally, to support internal and external stakeholders.</li><li>Build and nurture relationships based on trust and integrity with colleagues and clients.</li><li>Adapt to changes in the work environment and provide seamless task execution.</li><li>Ensure punctuality and consistency by being prepared and available during work hours.</li></ul><p><br></p><p><br></p>
<p>An established IP Law Firm is looking for a Legal Administrative Assistant for their San Jose branch. The ideal candidate will manage and coordinate work tasks throughout the department and serve as the first point of contact for clients and staff. Applicants should have the ability to work in-office, 5 days per week</p><p><br></p><p>• Prepare memos, reports, presentations, and other documents; responsible for drafting and editing correspondence </p><p>• Schedule appointments, meetings, events, and manage calendars; coordinate meeting logistics and catering </p><p>• Answer phones, take and relay messages </p><p>• Coordinate and schedule travel </p><p>• Prepare and submit expense reports and reconcile credit card transactions </p><p>• Assist with submitting conflict checks and opening new matters </p><p>• Enter time charges </p><p>• Assist with onboarding tasks for new hires </p><p>• Maintain files (both physical and electronic) and ensure that client related documents and correspondence are saved in the firm's document management repository </p><p>• Actively contribute to team meetings and other team related activities </p><p>• Assist with various ad-hoc tasks such as: manage inbound and outbound mail, order office supplies, liaise with building management for facility related issues </p><p>• Perform other related duties and projects as assigned </p>
<p>We’re currently working with a dynamic and fast-paced organization in Streetsboro, Ohio, to find a detail-oriented <strong>Administrative Assistant</strong>. This role offers the potential for long-term growth, providing an excellent opportunity for professionals seeking to build a career in administrative support.</p><p><strong>Position Type:</strong> Contract-to-Permanent </p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Customer Service:</strong> Provide first-class customer service by addressing inquiries, resolving issues quickly, and building strong relationships.</li><li><strong>Data Management:</strong> Accurately enter, update, and maintain critical information in databases and systems.</li><li><strong>Purchase Orders:</strong> Support processes by placing purchase orders.</li><li><strong>Logistics Coordination:</strong> Manage container logistics and collaborate with trucking companies to support operational functions.</li><li><strong>Pricing Management:</strong> Handle pricing tasks for various products and maintain accurate pricing records.</li><li><strong>Document and Spreadsheet Creation:</strong> Prepare and manage spreadsheets, reports, and documents using Microsoft Excel and other Microsoft Office tools.</li><li><strong>Email and Calendar Management:</strong> Manage email correspondence, schedule appointments, and organize calendars as needed.</li><li><strong>Administrative Support:</strong> Assist the team with a variety of other administrative tasks, adapting to changing priorities in a fast-paced setting.</li><li><strong>Attention to Detail:</strong> Ensure accuracy and efficiency in all tasks, helping the office run smoothly.</li></ul>
<p>Are you a highly organized, detail-oriented professional with a knack for numbers? We are seeking an experienced <strong>Administrative Assistant</strong> to join our team on a <strong>contract-to-hire basis</strong>, with a focus on assisting in budgeting and financial planning tasks. This is a unique opportunity to contribute to a dynamic organization while developing your professional skills in a role that has the potential to transition into a permanent position.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative support to ensure efficient operation of the office, including managing schedules, handling correspondence, and coordinating meetings across departments.</li><li>Collaborate with finance teams to assist in budgeting tasks, including entering data, tracking expenses, and ensuring records are up to date and accurate.</li><li>Prepare and manage financial reports, spreadsheets, and presentations to support budgeting and forecasting efforts.</li><li>Monitor budget allocations, flag discrepancies, and ensure internal compliance with established financial processes.</li><li>Maintain organized filing systems for both financial and administrative documents, ensuring ease of access and data accuracy.</li><li>Greet and assist visitors, and professionally handle incoming calls and emails, occasionally addressing budget or expense inquiries.</li><li>Support procurement processes by coordinating with vendors, tracking invoices, and ensuring budget limits are adhered to.</li><li>Assist in the preparation of materials for planning, budgeting, and forecasting meetings.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Administrative Assistant to join our team in Hilton Head, South Carolina. This is a long-term contract position that requires proficiency in administrative tools, strong organizational skills, and a commitment to supporting daily operations.</p><p><br></p><p>Responsibilities:</p><p>• Perform data entry tasks with accuracy and efficiency to maintain organized records.</p><p>• Manage receptionist duties, including handling phone calls, emails, and greeting visitors.</p><p>• Utilize Adobe Creative Cloud tools, including Adobe Illustrator and Photoshop, to assist with project-related tasks.</p><p>• Coordinate and support departmental activities during the renovation process.</p><p>• Maintain and update documents using Microsoft Office applications such as Word, Excel, and PowerPoint.</p><p>• Ensure smooth communication between team members and external stakeholders.</p><p>• Organize and schedule meetings, appointments, and other administrative tasks.</p><p>• Monitor and order office supplies as needed to ensure uninterrupted operations.</p>
<p><strong>Join Our Team as an Administrative Superstar!</strong></p><p>Are you someone who thrives on organization, loves supporting teams, and enjoys being the go-to person that keeps everything running smoothly? We're looking for a <strong>skilled Administrative Assistant</strong> to join our team! This Contract-to-Permanent role is your chance to showcase not only your attention to detail but also your impeccable communication and multitasking skills in a fast-paced and collaborative environment.</p><p><br></p><p><strong>Why You'll Love Working Here:</strong></p><p>We value teamwork, innovation, and creating a workplace where you can grow and shine. Our culture is built around collaboration and mutual respect, ensuring that everyone feels like a vital part of the team. We offer professional development opportunities, recognize achievements, and make sure the work environment is as supportive and energizing as possible. If you're looking for a place where your contributions truly matter, this is it!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>As our Administrative Assistant, you'll take on varied and dynamic tasks that keep things organized and running efficiently:</p><ul><li><strong>Be the voice of the team:</strong> Handle incoming calls professionally and ensure they’re directed to the right departments with a smile.</li><li><strong>Master the details:</strong> Perform accurate data entry to ensure records are up to date and error-free.</li><li><strong>Be the first impression:</strong> Provide exceptional receptionist support by welcoming visitors and managing inquiries with warmth and professionalism.</li><li><strong>Leverage tech tools:</strong> Use essential platforms like HubSpot and VOIP systems to streamline communication and enhance workflow efficiency.</li><li><strong>Stay organized:</strong> Maintain office files and documentation, making sure nothing falls through the cracks.</li><li><strong>Manage schedules like a pro:</strong> Coordinate schedules and appointments for team members to keep the entire team on track.</li><li><strong>Assist with clerical tasks:</strong> Help prepare reports, correspondence, and other essential documents to support decision-making.</li><li><strong>Ensure productivity:</strong> Support various administrative tasks that help the team stay efficient, productive, and always moving forward.</li></ul><p><br></p>
<p><strong>Job Description: Contract Administrative Assistant </strong></p><p>Robert Half is seeking a proactive and detail-oriented <strong>Contract Administrative Assistant</strong> for a full-time, contract assignment, available for an immediate start. This role offers a fantastic opportunity to support a thriving organization while enjoying the flexibility and benefits of contract employment. The contract will run until <strong>November 2025.</strong></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Administrative Support:</strong> Perform general administrative duties, including managing correspondence, scheduling meetings, and maintaining organized physical and digital records.</li><li><strong>Document Management:</strong> Create, format, and edit documents such as reports, presentations, and spreadsheets. Ensure consistent accuracy and adherence to guidelines.</li><li><strong>Calendar and Travel Coordination:</strong> Manage calendars, coordinate travel arrangements, and prepare expense reports as needed.</li><li><strong>Team Collaboration:</strong> Provide support to multiple departments or executives, fostering effective communication across teams.</li><li><strong>Data Entry and Reporting:</strong> Accurately input data into systems and generate reports to assist with operational tracking and decision-making.</li><li><strong>Customer Service:</strong> Serve as the first point of contact for internal and external stakeholders, ensuring prompt and professional communication at all times.</li><li><strong>Project Support:</strong> Assist with coordinating and tracking project tasks, timelines, and deliverables.</li></ul><p><br></p>
<p>We are a well-established and renowned company looking for an accomplished Administrative Assistant to join our dynamic team. Our employees enjoy a supportive, engaging, and positive work environment with opportunities for advancement.</p><p>Role and Responsibilities:</p><ol><li>Manage and maintain schedules and calendars for senior staff.</li><li>Assist in planning and organizing meetings and events.</li><li>Produce and distribute correspondence memos, letters, faxes, and forms.</li><li>Handle incoming calls and other communications.</li><li>Maintain electronic and hard copy filing system.</li><li>Provide general support to visitors.</li><li>Document expenses and hand in reports.</li><li>Stay updated on office policies and procedures.</li><li>Complete additional assigned tasks.</li></ol><p><br></p>
<p><strong>Key Responsibilities</strong></p><ul><li>Manage day-to-day administrative tasks, including scheduling meetings, coordinating calendars, and maintaining organized records.</li><li>Prepare and edit correspondence, reports, and presentations with accuracy and professionalism.</li><li>Serve as the first point of contact for internal and external communications, providing exceptional customer service to colleagues, clients, and vendors.</li><li>Maintain office supplies by tracking inventory, placing orders, and managing vendor relationships.</li><li>Assist with data entry, organizing files, and managing confidential information in compliance with company policies.</li><li>Coordinate travel arrangements, including flights, lodging, and transportation itineraries for team members as needed.</li><li>Collaborate with other departments to support special projects and general administrative duties. </li></ul>
<p>Are you a detail-oriented multitasker with a passion for supporting teams and driving organizational success? Our client is looking for an adept Administrative Assistant to join their dynamic organization. This is a fantastic opportunity to play a critical role in ensuring smooth operations while contributing to a supportive and collaborative team environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for internal and external inquiries, ensuring a positive and professional experience for all.</li><li>Organize and maintain various office systems, including filing, correspondence, and records management.</li><li>Provide general administrative support, including scheduling meetings, preparing reports, and formatting documents.</li><li>Assist in coordinating company events, team projects, and special initiatives as needed.</li><li>Manage day-to-day office functions such as supply ordering, vendor communication, and equipment maintenance.</li><li>Handle travel arrangements and expense reporting for team members when necessary.</li><li>Collaborate with departments to ensure smooth inter-office communication and alignment on administrative tasks.</li><li>Maintain confidentiality while handling sensitive documents and information.</li></ul><p><br></p>
<p>Are you an organized and detail-oriented professional seeking an opportunity to make a meaningful impact in a dynamic organization? We are looking for a talented <strong>Administrative Assistant</strong> to join our team on a <strong>contract-to-hire basis</strong>. This role offers the potential for long-term growth and the chance to contribute to a fast-paced and collaborative environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative support to ensure efficient operation of the office, including managing schedules, handling correspondence, and coordinating meetings.</li><li>Assist in the preparation of reports, presentations, and other materials as required.</li><li>Maintain organized filing systems, both physical and digital, ensuring accessibility and accuracy.</li><li>Greet and assist visitors, as well as handle incoming calls and emails in a professional and courteous manner.</li><li>Liaise with internal teams and external vendors to support day-to-day operations.</li><li>Track and manage office supplies, ensuring timely procurement as needed.</li><li>Support project management activities by tracking deadlines, coordinating deliverables, and ensuring follow-up action items are completed.</li></ul><p><br></p>
<p><strong>Job Summary</strong></p><p>The Administrative Assistant plays a vital role in supporting the Project Management team, ensuring seamless day-to-day operations and aiding in the efficient execution of projects. This position requires a proactive, resourceful, and professional individual with a strong sense of integrity. Success in this role hinges on attention to detail, financial acumen, and exceptional organizational and communication skills.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Administrative Support:</strong> Oversee office operations, including phone calls, meetings, visitor support, and administrative tasks (filing, typing, scanning, travel arrangements).</li><li><strong>Project Assistance:</strong> Aid in project proposals and bids; manage project documentation, approvals, milestone tracking, transmittals, submittals, O& M manuals, warranty letters, and closeout documents.</li><li><strong>Contracts & Compliance:</strong> Handle insurance certificates, bonds, contracts, and change orders while ensuring accounting coordination.</li><li><strong>Data & Process Management:</strong> Oversee PCO process in ProjectSight, ensuring reconciliation with accounting software.</li><li><strong>Other Duties:</strong> Support special projects, coordinate office events, and manage project drawings (copying, scanning).</li></ul><p><br></p>
<p>Administrative Assistant</p><p>Opportunity for top Administrative Assistant (Administrative Coordinator / Administrative Associate)</p><p>We currently have an open position for a results-oriented Administrative Assistant who is deeply passionate about growing their career in the entertainment industry. In this role, you will perform various administrative and office support duties. Do you love mail merging, pivot tables and presentation design? Then we have a position for you.</p><p>How you will make an impact</p><p>· Fielding telephone calls</p><p>· Receiving and directing visitors</p><p>· Word processing, filing and faxing</p><p>· Support on diverse projects for other employees as needed</p><p>Please apply online or through our Robert Half app</p><p><br></p>
<p>Administrative Assistant</p><p>Opportunity for top Administrative Assistant (Administrative Coordinator / Administrative Associate)</p><p>We currently have an open position for a results-oriented Administrative Assistant who is deeply passionate about growing their career in the entertainment industry. In this role, you will perform various administrative and office support duties. Do you love mail merging, pivot tables and presentation design? Then we have a position for you.</p><p>How you will make an impact</p><p>· Fielding telephone calls</p><p>· Receiving and directing visitors</p><p>· Word processing, filing and faxing</p><p>· Support on diverse projects for other employees as needed</p><p>Please apply online or through our Robert Half app</p><p><br></p>
<p><strong>About the Company</strong></p><p>Our client, a reputable and growing wealth management firm, is seeking a detail-oriented and proactive Administrative Assistant to support their team of financial advisors and operations staff. This role is integral in ensuring the smooth functioning of the office, providing excellent client service, and supporting daily business operations.</p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Administrative Support:</strong> Manage calendars, schedule meetings, coordinate travel arrangements, and prepare correspondence, reports, and presentations.</li><li><strong>Client Interaction:</strong> Serve as the first point of contact for clients, handling phone calls, emails, and in-person visits with professionalism and discretion.</li><li><strong>Document Management:</strong> Assist with preparing and processing client documentation, account forms, and financial reports while maintaining compliance with company policies and industry regulations.</li><li><strong>Data Entry & Recordkeeping:</strong> Update CRM systems, maintain accurate client files, and ensure records are current and compliant.</li><li><strong>Meeting Preparation:</strong> Coordinate client meetings, prepare materials, and follow up on action items to ensure seamless client service delivery.</li><li><strong>Office Coordination:</strong> Order supplies, manage mail distribution, and assist with general office operations as needed.</li><li><strong>Special Projects:</strong> Support financial advisors and leadership team with ad hoc projects, research, and reporting.</li></ul><p><br></p>
