<p>We are seeking a dependable, organized, and detail-oriented Accounting Clerk to support our accounting and administrative operations. This position will assist with accounts payable (AP), customer billing, payroll processing support, and front desk responsibilities. The ideal candidate is comfortable handling multiple priorities, maintaining accurate financial records, communicating professionally with customers and vendors, and providing general office support. This role requires strong organizational skills, discretion when handling confidential information, and a customer-service-oriented attitude.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices, match supporting documentation, and prepare payments in a timely and accurate manner.</p><p>• Record customer payments, update account balances, and assist with monitoring outstanding receivables.</p><p>• Enter financial data into accounting systems with a high level of accuracy and consistency.</p><p>• Maintain organized records for invoices, payment activity, and related accounting documents.</p><p>• Reconcile account information and identify discrepancies for follow-up and resolution.</p><p>• Support routine accounting activities by updating reports and assisting with transaction tracking.</p><p>• Use QuickBooks to manage daily bookkeeping tasks and keep financial information current.</p>
<p>We are seeking a detail-oriented and organized Accounting Specialist to join our finance team. The ideal candidate will be responsible for supporting daily accounting operations, maintaining accurate financial records, processing transactions, and assisting with month-end and year-end closing activities. This individual should have strong analytical skills, a high level of accuracy, and the ability to manage multiple priorities while meeting deadlines.</p><p><br></p><p>Key Responsibilities</p><ul><li>Process accounts payable and accounts receivable transactions accurately and in a timely manner.</li><li>Review, verify, and reconcile invoices, expense reports, and payment records.</li><li>Perform bank, credit card, and general ledger reconciliations.</li><li>Maintain accurate financial records and supporting documentation.</li><li>Assist with month-end and year-end closing procedures.</li><li>Prepare journal entries and assist with general ledger maintenance.</li><li>Monitor outstanding invoices and assist with payment collections.</li><li>Support the preparation of financial statements, reports, and account schedules.</li><li>Investigate and resolve accounting discrepancies and billing issues.</li><li>Ensure compliance with company policies, internal controls, and applicable accounting procedures.</li><li>Assist with audits, tax documentation, and other financial reporting requirements.</li><li>Perform additional accounting and administrative duties as needed.</li></ul><p><br></p>
<p>The Service Coordinator is responsible for supporting daily service operations through scheduling, order processing, purchasing coordination, customer service, and administrative support. This role combines organizational and accounting-related responsibilities to ensure technicians have the necessary parts, documentation, and information to complete service calls efficiently.</p><p>The ideal candidate is detail-oriented, resourceful, and capable of managing multiple priorities while maintaining accurate records and communicating effectively with customers, vendors, technicians, and internal departments.</p><p><br></p><p>Key Responsibilities</p><ul><li>Service Scheduling: Coordinate technician schedules, service calls, and site visits based on job requirements, availability, and resource needs.</li><li>Technician Support: Communicate job details and ensure technicians have the correct parts, instructions, and documentation before arriving on-site.</li><li>Order Processing: Process replacement part orders, maintain bills of materials, and prepare purchasing documents and service records.</li><li>Quotations and Estimates: Review service follow-up requests, prepare customer quote information, and update estimates based on changes in pricing or project scope.</li><li>Inventory and Shipping Coordination: Work with warehouse personnel, shipping teams, and vendors to stage materials, track deliveries, process returns, and support warranty claims.</li><li>Customer Service: Respond to customer and supplier inquiries, resolve shipping issues, provide order updates, and coordinate appointment changes.</li><li>Data Entry and Recordkeeping: Maintain accurate equipment, customer, work order, and service information in internal systems.</li><li>Documentation and Compliance: Track communications and supporting documents to ensure records are complete, accurate, and readily available.</li></ul><p><br></p>
<p>A Local service company is seeking an accounting/administrative clerk for an in-office opportunity in Brentwood.</p><p>Duties include</p><ul><li>entry of accounts payable and receivable</li><li>filing</li><li>data entry</li><li>customer service</li><li>ordering supplies</li></ul>
<p>We are seeking a detail-oriented Accounting Clerk to support day-to-day financial operations and ensure accurate processing of accounting transactions. This role is responsible for maintaining financial records, reconciling accounts, processing invoices and payments, and assisting with month-end activities. The ideal candidate is organized, dependable, and comfortable working with accounting systems and spreadsheets.</p><p><br></p><p>Responsibilities:</p><ul><li>Process accounts payable and accounts receivable transactions</li><li>Enter financial data into accounting systems with accuracy</li><li>Reconcile bank statements and general ledger accounts</li><li>Prepare and process invoices, expense reports, and payments</li><li>Maintain organized financial records and supporting documentation</li><li>Assist with month-end and year-end closing activities</li><li>Respond to internal and external inquiries regarding billing and payments</li><li>Support audits by providing requested documentation</li><li>Help identify and resolve discrepancies in financial records</li></ul><p><br></p>
We are looking for a detail-oriented Data Entry Clerk to support accurate and timely information processing for a Long-term Contract position in Crofton, Maryland. This role is ideal for someone who works carefully with high volumes of data, maintains consistency across records, and is comfortable using computers for repetitive administrative tasks. The successful candidate will help keep information organized, current, and easy to retrieve while contributing to smooth daily operations.<br><br>Responsibilities:<br>• Enter numeric and text-based information into computer systems with a high level of accuracy.<br>• Review source documents carefully and update records to ensure data is complete, consistent, and properly formatted.<br>• Identify discrepancies in submitted information and flag issues for correction when needed.<br>• Maintain organized digital files so information can be located quickly and efficiently.<br>• Perform routine checks on entered data to reduce errors and support overall record quality.<br>• Meet daily productivity expectations while handling repetitive clerical tasks with attention to detail.<br>• Use typing and data entry skills to process information from various documents and systems.
<p>We are looking for a detail-oriented Payroll Clerk to join an organization in Baltimore, Maryland in a contract position with the potential to become permanent. This role supports payroll- and benefits-related claim administration by reviewing records, resolving discrepancies, and coordinating documentation with internal teams.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Coordinate with management, accounting, receivables, employers, and related contacts to investigate and resolve employment or payroll discrepancies. D</p><p>• Assist individuals with benefit-related inquiries, support walk-in requests, and guide them through filing and documentation steps.</p><p>• Maintain accurate department files, contribution records, direct deposit data, withholding orders, and power of attorney documentation.</p><p>• Compile recurring reports and other weekly or monthly payroll-related summaries.</p><p>• Support month-end and year-end close activities, including tracking voided payments and assisting with manual payment adjustments or special payroll changes.</p><p><br></p>
<p>We are seeking a detail-oriented and organized Office Assistant to support daily administrative operations and help keep the office running efficiently. The ideal candidate will be professional, proactive and comfortable handling a variety of clerical and customer-facing tasks. The Office </p><p><br></p><p>Responsibilities:</p><ul><li>Answer and direct phone calls and greet visitors</li><li>Manage calendars, schedules and meeting coordination</li><li>Maintain filing systems and office records</li><li>Order and stock office supplies</li><li>Assist with data entry, document preparation and correspondence</li><li>Support mail distribution, scanning and copying</li><li>Help coordinate office events and team activities</li><li>Provide general administrative support to leadership and staff</li></ul><p><br></p>
We are looking for an Office Assistant to support daily workplace operations. This Contract position is ideal for someone who enjoys creating a well-maintained office environment, coordinating meeting logistics, and delivering a welcoming experience for guests and staff. The role combines front desk support, administrative assistance, and facility coordination to help the office run efficiently each day.<br><br>Responsibilities:<br>• Carry out opening and closing office readiness reviews to confirm reception areas, meeting spaces, kitchens, café areas, and restrooms are clean, organized, and prepared for visitors and employees.<br>• Monitor inventory levels for workplace, kitchen, café, and restroom supplies, and arrange replenishment with vendors to maintain appropriate stock while managing costs.<br>• Handle incoming and outgoing mail, courier activity, and routine office communications to support smooth daily operations.<br>• Assist with operational improvement efforts and contribute to special projects assigned by office leadership.<br>• Organize logistics for internal gatherings and client-facing events, including room setup, catering arrangements, supplies, and coordination with building or security contacts.<br>• Prepare conference rooms before meetings by arranging furniture, checking materials, stocking essentials, and confirming audiovisual equipment is functioning properly; restore rooms afterward.<br>• Collect feedback after meetings or events and share recommendations that enhance future execution and service quality.<br>• Provide reception coverage by welcoming visitors, answering inbound calls, directing guests appropriately, and creating a positive first impression.<br>• Maintain hospitality stations by arranging and replenishing food and beverage items for guests, meetings, and office use.<br>• Perform general administrative support such as copying, scanning, faxing, document preparation, and operating standard office equipment.
<p>We are seeking a highly organized and proactive Office Manager to oversee daily office operations and help ensure an efficient, productive workplace. The ideal candidate will manage administrative functions, coordinate office procedures, support staff, and serve as a key point of contact for vendors and internal teams. You will be working onsite Monday to Friday 8 am to 4 pm.</p><p><br></p><p>Responsibilities</p><ul><li>Oversee day-to-day office operations and administrative processes. </li><li>Manage office supplies, equipment, and vendor relationships.</li><li>Coordinate schedules, meetings, and office communications. </li><li>Support onboarding and general administrative needs for staff. </li><li>Maintain office records, files, and reporting systems. </li><li>Assist with budgeting, invoice tracking, and expense management. </li><li>Help create and maintain an organized, professional office environment. </li></ul><p><br></p>
<p>Our company is seeking an organized and proactive Office Manager to oversee daily office operations and help ensure a productive, efficient workplace. This role is responsible for coordinating administrative support, managing office procedures, and serving as a key point of contact for internal teams and external visitors.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage daily office operations and vendors</li><li>Supervise administrative staff</li><li>Track budgets, supplies, and records</li><li>Support onboarding and internal coordination</li></ul><p><br></p><p><br></p>
<p>We are looking for a detail-oriented Records Clerk to support document and file operations in a corporate law firm setting in Washington, DC. This Long-term Contract opportunity is ideal for someone who can balance accuracy, responsiveness, and confidentiality while serving internal and external stakeholders. The role focuses on maintaining organized records, coordinating file activity, supporting scanning initiatives, and ensuring information is accessible, secure, and managed according to firm policies.</p><p><br></p><p>Responsibilities:</p><p>• Manage the full lifecycle of physical and electronic files, including opening new matters, updating existing records, and preparing materials for storage or disposal.</p><p>• Enter and maintain accurate information in records databases to support reliable tracking, reporting, and retrieval of client and matter files.</p><p>• Organize, label, shelve, relocate, and monitor files to keep record inventories current and accessible across internal and off-site locations.</p><p>• Respond to file requests by locating, checking out, and recovering records promptly, while following up on outstanding items as needed.</p><p>• Process incoming records and scan documents on a daily basis, ensuring images are reviewed for quality and saved correctly in the document management system.</p><p>• Coordinate scanning and retrieval projects with departments, work teams, and external service providers to meet operational deadlines.</p><p>• Use barcode scanning tools and related systems to record file movement and maintain visibility into document locations.</p><p>• Support records retention and destruction activities, including preparation of inactive files for off-site transfer and oversight of secure shred bin routing.</p><p>• Maintain daily activity logs and assist with research requests involving client and matter data across firm databases.</p><p>• Handle all records-related work with a high degree of discretion and provide additional support for departmental projects and requests as assigned.</p>
We are looking for an Accounts Payable Clerk to support day-to-day payment operations and help maintain accurate financial records in Savage, Maryland. This role focuses on reviewing vendor invoices, applying correct account coding, and ensuring payments are processed on schedule. The ideal candidate is detail-oriented, organized, and comfortable handling high-volume transactional work with accuracy and consistency.<br><br>Responsibilities:<br>• Review incoming vendor invoices for accuracy, completeness, and proper approval before processing<br>• Assign correct general ledger or cost codes to invoices in accordance with company procedures<br>• Enter and process invoices in a timely manner to support accurate accounts payable records<br>• Prepare scheduled payment batches, including check runs, while meeting established deadlines<br>• Reconcile invoice details against purchase orders, receipts, or supporting documentation as needed<br>• Communicate with internal teams and vendors to resolve payment discrepancies or missing information<br>• Maintain organized accounts payable files and supporting records for audit and reporting purposes
We are looking for an Accounts Payable Clerk to support day-to-day payables operations for an organization based in Arlington, Virginia. This contract opportunity offers a hybrid schedule and is well suited for someone who is organized, thorough, and comfortable managing invoice workflows in a fast-paced finance environment. The person in this role will help maintain accurate vendor records, ensure timely payment processing, and contribute to monthly and annual accounting activities while working closely with internal teams and external vendors.<br><br>Responsibilities:<br>• Review and enter vendor invoices with accurate account coding, complete support, and verified payment details.<br>• Examine payables documents for compliance with sales and use tax requirements as well as 1099 reporting guidelines.<br>• Coordinate vendor setup by collecting required tax and banking documentation and maintaining complete supplier records.<br>• Monitor invoice activity and keep accounts payable tracking tools and files current and organized.<br>• Respond to vendor questions and help resolve payment or account discrepancies in a clear and courteous manner.<br>• Process employee expense reimbursements and payments when coverage is needed for the Accounts Payable Manager.<br>• Support month-end close efforts by assisting with reconciliations and related accounting tasks.<br>• Contribute to annual audit preparation and assist with year-end distribution and filing of 1099 and 1096 forms.
We are looking for an Office Services Associate to support daily reprographics, office operations, and meeting services in Washington, District of Columbia. This Long-term Contract position is ideal for someone who takes pride in delivering accurate work, maintaining confidentiality, and creating a detail-oriented experience for internal teams and guests. The role combines hands-on document production, hospitality support, and operational coordination in a fast-moving corporate environment.<br><br>Responsibilities:<br>• Operate high-volume document production equipment to scan, copy, print, assemble, and bind business materials with a strong focus on accuracy and discretion.<br>• Distribute confidential files and completed materials promptly while following established handling procedures and quality standards.<br>• Prepare conference and meeting spaces by arranging furniture, confirming room setup requirements, organizing catering support, and ensuring shared areas remain presentation-ready.<br>• Support basic audio/visual readiness for meetings and help reset rooms efficiently after events or service requests are completed.<br>• Maintain service logs and tracking records to monitor incoming requests, turnaround times, and completion status for office support activities.<br>• Coordinate daily assignments by evaluating priorities, managing competing deadlines, and keeping leadership informed of workflow concerns or service interruptions.<br>• Perform routine troubleshooting on office equipment, check finished output for quality, and escalate technical issues when additional support is needed.<br>• Restock paper, toner, kitchen items, and other operational supplies while using materials responsibly to help maintain uninterrupted service.<br>• Provide responsive customer support across office service functions, including document handling and general back-office assistance in a detail-oriented setting.
We are looking for a detail-oriented Sr. Data Entry Clerk to support submission processing activities within a fast-moving financial services environment in Bethesda, Maryland. This Long-term Contract position focuses on maintaining accurate records, coordinating communication with internal partners and external companies, and ensuring timely updates across key tracking systems. The ideal candidate brings strong organizational skills, sound judgment, and the ability to manage multiple priorities while keeping data quality and turnaround times at a high standard.<br><br>Responsibilities:<br>• Maintain precise records of where submissions are sent so tracking information remains current and reliable.<br>• Share decline and incomplete file notifications from partner companies with the appropriate business associates in a timely manner.<br>• Enter and update declined submissions in Salesforce Marble or other designated systems with a high level of accuracy.<br>• Log quote activity, including partner offers, into Salesforce Marble or any future platform used by the team.<br>• Review partner quote details, organize the information clearly, and distribute updates to business associates for follow-up.<br>• Collect stipulation requests from external partners and communicate those requirements to the appropriate internal contacts.<br>• Forward or upload supplemental documentation to partner companies to help move submissions through the process.<br>• Confirm status updates in Marble and related systems to support accurate pipeline visibility for business associates.
<p>Our client is seeking a professional and friendly Receptionist to serve as the first point of contact for visitors, clients, and staff. The Receptionist will handle front desk operations, manage incoming calls, greet guests, and provide general administrative support to help ensure smooth daily office operations. This position is onsite and you will be working Monday to Friday 9 am to 5 pm.</p><p><br></p><p>Responsibilities:</p><ul><li>Greet and assist visitors in a courteous and professional manner.</li><li>Answer, screen, and direct incoming phone calls. </li><li>Manage the front desk and maintain a welcoming office environment. </li><li>Handle incoming and outgoing mail, packages, and deliveries. </li><li>Schedule appointments and maintain calendars as needed. </li><li>Perform data entry, filing, and other administrative tasks. </li><li>Support office staff with clerical duties and special projects. </li></ul><p><br></p>
<p>We are looking for an experienced Receptionist to support daily front-of-house operations in Washington, District of Columbia. This Contract position is ideal for someone who enjoys creating a welcoming environment, coordinating meeting logistics, and delivering attentive service to guests, clients, and employees. The role requires strong communication skills, sound judgment, and the ability to manage multiple requests while maintaining a detail-oriented and hospitality-focused presence. Apply today! By sending an updated resume to Fana Belcher at [fana.belcher][at]roberthalf[dot][com].</p><p><br></p><p>Responsibilities:</p><p>• Welcome visitors warmly and create a high-quality arrival experience from check-in through departure.</p><p>• Guide guests to assigned meeting spaces, notify hosts promptly, and help ensure appointments begin smoothly.</p><p>• Answer and route incoming calls effectively, providing accurate information and handling inquiries efficiently.</p><p>• Coordinate meeting room reservations through designated scheduling tools, documenting audiovisual, layout, and catering needs with precision.</p><p>• Oversee the reception inbox and respond to messages promptly to support timely service and communication.</p><p>• Arrange transportation, visitor access, and office accommodations for employees, clients, and visiting professionals as needed.</p><p>• Support conference room readiness by assisting with beverage and food setup and coordinating outside catering vendors when required.</p><p>• Build working knowledge of the office, surrounding area, and nearby services in order to provide helpful recommendations and guest assistance.</p><p>• Partner with internal teams to maintain seamless service, consistent communication, and a collaborative guest-focused approach.</p><p>• Provide occasional evening support for hosted meetings or client events when business needs require it.</p>
We are looking for a personable and highly organized Receptionist to support daily office operations. This contract opportunity with potential for a long-term role is ideal for someone who enjoys creating a welcoming front-office environment while keeping administrative and facility-related tasks running smoothly. The person in this role will serve as a key point of contact for visitors, deliveries, and internal office support needs. Success in this position requires strong communication skills, attention to detail, discretion, and the ability to manage a variety of responsibilities throughout the day.<br><br>Responsibilities:<br>• Welcome visitors and maintain a clean, well-organized, and orderly reception area that reflects a positive office environment.<br>• Accept incoming deliveries, record package details accurately, and help ensure items reach the appropriate recipients in a timely manner.<br>• Distribute mail each day, including handling outbound trips to the post office and supporting delivery needs for building tenants.<br>• Monitor and organize office-related charges such as postage, fax usage, document handling, and conference room-related billing records.<br>• Prepare bank deposits and assist with monthly review of company credit card statements to support accurate expense tracking.<br>• Provide administrative assistance through document preparation, photocopying, fax coordination, note taking, and other general clerical support.<br>• Keep office, kitchen, and beverage supplies stocked, and oversee routine upkeep of shared spaces, including dishwasher use, plant care, and newspaper collection.<br>• Check copiers, printers, and fax machines regularly to confirm they are supplied with paper and remain ready for daily use.<br>• Handle sensitive business information with discretion and confidentiality while supporting the Property Manager and completing additional assigned office tasks.
We are looking for an organized Administrative Assistant to support daily business operations and provide dependable coordination across teams in Washington, District of Columbia. This Contract position focuses on administrative, travel, and office support, helping employees, consultants, and visitors navigate schedules, meetings, and logistical needs efficiently. The ideal candidate brings strong attention to detail, professionalism, and the ability to manage multiple priorities while maintaining accuracy and discretion.<br><br>Responsibilities:<br>• Coordinate domestic and international travel arrangements, including itineraries, reservations, and related logistics for staff and visitors.<br>• Organize calendars, appointments, and meeting schedules to support smooth day-to-day office operations.<br>• Prepare meeting materials, assist with event logistics, and ensure conference rooms or virtual sessions are ready for use.<br>• Maintain accurate files, records, and documentation while handling sensitive information with confidentiality.<br>• Provide front-office and receptionist support by greeting visitors, answering inbound calls, and responding to administrative inquiries.<br>• Perform data entry and routine administrative tasks to keep reports, trackers, and office information up to date.<br>• Support internal workflows by assisting with correspondence, document preparation, and general office coordination.<br>• Deliver responsive service to internal teams and external contacts, using sound judgment and a customer-focused approach.
<p>We are seeking a highly organized Administrative Assistant to support daily office operations and help keep teams running efficiently. This role is ideal for a detail-oriented professional with strong communication skills, sound judgment, and the ability to manage multiple priorities in a fast-paced environment. You will be working onsite Monday to Friday.</p><p>Responsibilities:</p><ul><li>Provide day-to-day administrative support to teams and leadership</li><li>Manage calendars, meetings, and scheduling logistics</li><li>Prepare correspondence, reports, and other business documents</li><li>Maintain records, files, and office systems</li><li>Handle incoming calls, emails, and visitor inquiries</li><li>Coordinate office operations and support workflow efficiency</li><li>Assist with special projects and cross-functional team needs</li></ul><p><br></p>
We are looking for an Administrative Assistant to support the Engineering team for a Contract position in Linthicum, Maryland. This opportunity is ideal for someone who enjoys keeping documentation organized, coordinating information across departments, and handling a wide range of administrative tasks in a manufacturing setting. The role will contribute to accurate records, timely communication, and day-to-day operational support for engineering activities.<br><br>Responsibilities:<br>• Support the Engineering team with day-to-day administrative tasks and document coordination.<br>• Maintain organized electronic file systems for engineering records, including drawings, specifications, and work instructions.<br>• Create and distribute document exports such as PDF and DXF files for internal stakeholders and external suppliers.<br>• Enter and update item information in JD Edwards, including part numbers, bills of materials, routings, and revision data.<br>• Work with Operations and Customer Experience teams to process returns in JD Edwards while ensuring records are complete and accurate.<br>• Prepare meeting notes, summaries, and basic presentation materials to support team communication.<br>• Collect information and document existing workflows to assist with continuous improvement initiatives.<br>• Update project trackers, action lists, and engineering schedules to help keep team priorities on track.
<p>We are seeking a detail-oriented Administrative Assistant to support daily office operations and help keep our team organized and efficient. This role is ideal for someone with strong communication skills, a proactive mindset, and the ability to manage multiple priorities in a fast-paced environment. You will be working onsite Monday to Friday supporting the Human Resources department.</p><p><br></p><p>Responsibilities</p><ul><li>Provide day-to-day administrative support to teams and leadership</li><li>Manage calendars, schedule meetings, and coordinate appointments</li><li>Prepare correspondence, reports, and other business documents</li><li>Maintain files, records, and office documentation</li><li>Answer phones, respond to emails, and route inquiries appropriately</li><li>Order office supplies and support general office operations</li><li>Assist with data entry, reporting, and workflow coordination</li><li>Support special projects and other administrative tasks as needed</li></ul><p><br></p>
<p>We are seeking a highly organized and detail-oriented Administrative Assistant to support our client in the construction industry. This role serves as a critical resource for field and internal staff by coordinating project documentation, scheduling, communications, and administrative processes. The ideal candidate thrives in a fast-paced environment, can effectively manage multiple priorities, and enjoys being part of a collaborative team that helps keep projects on schedule and running efficiently.</p><p><br></p><p>Key Responsibilities</p><ul><li>Provide administrative support to Project Managers, Superintendents, and other construction team members.</li><li>Prepare, organize, and maintain project files, contracts, change orders, permits, submittals, RFIs, and other project documentation.</li><li>Coordinate meetings, appointments, and project schedules, including preparing agendas and meeting minutes.</li><li>Assist with project setup and closeout documentation.</li><li>Process purchase orders, invoices, expense reports, and vendor documentation.</li><li>Track project deadlines and support the team with administrative follow-up on outstanding items.</li><li>Serve as a liaison between internal departments, subcontractors, vendors, clients, and field personnel.</li><li>Maintain accurate records within project management and document control systems.</li><li>Support bid and proposal preparation by gathering documentation and formatting materials.</li><li>Assist with onboarding subcontractors and ensuring compliance documentation is received and maintained.</li><li>Answer incoming calls, respond to inquiries, and direct communications appropriately.</li><li>Coordinate travel arrangements, company events, and team meetings as needed.</li></ul><p><br></p><p><br></p>
<p>We are seeking a highly organized, detail-oriented, and client-focused Administrative Assistant to join our wealth management team. This individual will play an important role in supporting financial advisors, maintaining efficient office operations, and delivering an exceptional client experience.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Open and close the office and maintain a professional, welcoming environment.</li><li>Manage incoming calls, greet clients, coordinate deliveries, and distribute mail.</li><li>Order and maintain office supplies and assist with office events and client appreciation activities.</li><li>Prepare outgoing shipments and manage document tracking as needed.</li><li>Maintain organized records and ensure daily office operations run smoothly.</li><li>Serve as a primary point of contact for clients, providing courteous and responsive service.</li><li>Schedule and coordinate client appointments across multiple advisor calendars.</li><li>Prepare appointment confirmations, meeting reminders, directions, and client correspondence.</li><li>Create Zoom meeting links and assist with scheduling changes as needed.</li><li>Recognize client questions or concerns and direct them to the appropriate financial advisor.</li><li>Support advisors with administrative tasks and help ensure a positive, professional client experience.</li><li>Scan, upload, and process client documents accurately and promptly.</li><li>Handle checks and other time-sensitive items in accordance with established office procedures.</li><li>Prepare, proofread, and distribute letters and other client communications.</li><li>Follow firm policies and applicable procedures when handling confidential client and financial information.</li></ul><p><br></p><p><br></p>