Financial Services Administrative Assistant

Robert Half • Amherst, NY • 3h ago

Description

Jenny Bour with Robert Half is working with a financial firm that is looking for a highly organized and detail-oriented Financial Services Administrative Assistant to join their team in Amherst, New York. This Administrative Assistant role is integral to ensuring smooth daily operations within a detail-focused office setting, requiring exceptional multitasking skills and a strong sense of confidentiality. If you thrive in a fast-paced environment and have a background in administrative support, particularly in the financial sector, we encourage you to apply!

Responsibilities:

Serve as the first point of contact by answering client calls, addressing basic inquiries, and coordinating paperwork for financial transactions.

Greet clients courteously and prepare conference rooms for meetings.

Manage and update team and support staff calendars to ensure seamless scheduling.

Handle incoming and outgoing mail, including notifications to the appropriate team members.

Prepare and process client account paperwork, ensuring accuracy and compliance with custodian requirements.

Maintain client accounts by managing updates such as address changes, name updates, and authorized signer modifications.

Facilitate client check deposits and prepare meeting folders with necessary documentation.

Download daily financial transactions from mutual fund custodians and handle related reporting tasks.

Draft and track charity donation letters, ensuring copies are sent to clients and recipients.

Update and manage various spreadsheets, including client mailing lists and task logs, using tools like mail merge.

Requirements

Bachelors Degree is preferred, 3+ years of administrative experience, preferably in the financial sector.

Demonstrated reliability and a strong work ethic, with the ability to meet deadlines consistently.

Outstanding organizational skills and the capacity to manage multiple tasks effectively.

Proven ability to prioritize tasks and remain calm when managing shifting priorities.

Proficiency in Microsoft Office tools, with a strong focus on Word, Excel, and Outlook; mail merge experience is a plus.

Familiarity with DocuSign and general knowledge of the financial industry are highly desirable.

Ability to maintain strict confidentiality regarding client and firm information.

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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