Description . Job Description: Tasks first few months will include training on all tasks including discussions on firm procedures & network software i. Reception/Answering client calls i. Requires more than simply transferring calls – eventually assist clients with basic inquires and instructions/paperwork for cash requests. ii. Client greetings with setup in conference room iii. Team and support staff calendars i. Daily updates, review for new tasks or add tasks requiring multi steps. iv. Incoming and outgoing mail processing, UPS prep & notifications to team v. Client new accounts paperwork i. Preparation of all documents – multiple depending on account type, delivery to clients, review of returned documents for accuracy and completed signatures. On-boarding/Uploading to outside custodians and verification of all follow-through tasks by custodian. vi. Client account maintenance i. Multi-stepped preparation of paperwork, delivery to and from client, processing through custodian and monitoring for completion. ii. Includes items like address changes, updates to names or Corporate authorized signers. vii. Client check deposits viii. Client meeting folders ix. Downloads of daily transactions from our mutual fund custodian x. Charity donation letters for client gifting i. Including letters cc’d to client and tracking of delivery to entity. xi. Updates to client mailing spreadsheet & label creation in mail merge xii. Updates to Outlook contacts xiii. Updates to team pending task logs xiv. Updates to various established spreadsheets 4. Qualifications Required: i. Prompt/Strong work ethic – Dependability is an absolute requirement. ii. Excellent organizational skills iii. Ability to multi-task - Absolute Requirement i. Tasks are not generally start and finish same time. Most are multi-stepped and we have frequent priority popups during the day which means stopping, completing something else and then going back to original task(s). ii. Cannot get flustered when changing tasks midstream as it happens often iii. Needs to be able to monitor incoming emails for new potential priorities while performing other tasks. iv. Ability to prioritize v. Extremely detail oriented vi. Accuracy in processing – Absolute Requirement vii. Microsoft Office – strong skills i. EXCEL, WORD & OUTLOOK – will be used all day long ii. Mail Merge experience is a plus viii. DocuSign i. Experience is a plus ix. Confidentiality is essential. i. Client & firm information cannot be discussed outside of the office x. Financial industry knowledge i. Knowledge/Experience is a extreme plus xi. General computer skills Requirements Accounts Payable (AP), Accounts Receivable (AR), Bank Reconciliations, Code Invoices, Financial Consulting 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) .