Administrative Assistant

Robert Half • Sunnyvale, CA • 1h ago

Description We are looking for a dependable Administrative Assistant to support daily operations in Sunnyvale, California. This Long-term Contract position will contribute to both support and account-related functions, requiring strong organization, sound judgment, and a service-focused approach. The ideal candidate brings experience handling account documentation and maintenance tasks in a financial services environment while managing multiple priorities with accuracy and professionalism.

Responsibilities:

Provide administrative support across morning and afternoon assignments, helping maintain smooth workflow between support services and account-related operations.

Assist with opening new accounts and processing account maintenance activities while following established banking or financial service procedures.

Review forms, records, and account documentation for completeness and accuracy before submission or follow-up.

Respond to internal and customer-related inquiries with professionalism, clear communication, and a strong commitment to service.

Prepare, update, and organize spreadsheets, correspondence, presentations, and routine reports using Microsoft Office applications.

Track deadlines, manage competing requests, and prioritize daily tasks to ensure timely completion of assigned work.

Collaborate with team members across departments to support operational goals in a fast-paced environment.

Identify issues, research appropriate next steps, and help resolve routine administrative and account-related problems efficiently. Requirements - At least 2 years of recent experience supporting new account setup, account updates, and related administrative processes.

Minimum of 1 year of experience within a financial institution or similar regulated financial services setting.

Bachelor's degree in Business Administration, Accounting, Finance, or a comparable combination of education and practical experience.

Strong verbal and written communication skills with the ability to interact effectively with colleagues and customers.

Proficiency in Microsoft Excel, Outlook, PowerPoint, Teams, and Word.

Demonstrated attention to detail, accuracy, and organizational skills when handling multiple priorities and deadlines.

Ability to work independently with limited supervision while also contributing effectively in a collaborative team environment.

Strong customer service and problem-solving skills in a high-volume, fast-moving workplace. 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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