Administrative Business Partner

Robert Half • Marshall, MI • 18h ago

Description

We are looking for a dedicated Administrative Business Partner to join our team in Marshall, Michigan. In this role, you will provide comprehensive administrative support to ensure the smooth operation of investment-related processes and client interactions. This is a Contract to permanent position, offering an excellent opportunity to develop your expertise in a collaborative and fast-paced environment. This role is 100% onsite, M-F, 8am-5pm.

Responsibilities:

Prepare and process documentation for new investment accounts, including quotes and business proposals.

Generate financial and investment illustrations, presenting results to clients effectively.

Submit and track paperwork with agencies and investment firms, ensuring timely completion and compliance.

Communicate with external parties to facilitate fund releases and resolve processing issues.

Monitor applications for compliance, address concerns, and provide regular updates on status.

Accurately input client data and maintain detailed records to support retention and prospecting efforts.

Transcribe meeting notes and assist with administrative tasks such as greeting walk-in clients.

Utilize systems like Redtail, Microsoft Office Suite, and Equipt to enhance workflow efficiency.

Requirements - Minimum of 2 years of experience in an administrative support role.

Proficiency in Microsoft Office Suite and familiarity with client management systems.

Strong organizational skills with the ability to handle multiple tasks and interruptions.

Detail-oriented with a focus on accuracy and compliance in documentation.

Excellent communication skills for interacting with clients and external agencies.

Ability to work independently and adapt quickly to changing priorities.

Experience in the financial or investment industry is preferred but not mandatory.

Familiarity with processing investment paperwork is an asset. TalentMatch®

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. 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) .

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