Description We are looking for a detail-oriented Administrative Assistant to join our team in Palm Beach Gardens, Florida. This position offers an excellent opportunity to support trade and sales operations by assisting advisors with account management and transaction processes. If you have strong organizational skills and a passion for providing outstanding service, we encourage you to apply. Responsibilities: • Assist advisors in opening and managing new accounts, ensuring all submissions are accurately processed. • Facilitate the execution of financial transactions such as deposits and withdrawals. • Provide guidance to advisors on setting up systematic transactions within the platform. • Address inquiries from advisors, offering prompt and effective support. • Manage transactions involving both experienced and non-experienced money management processes. • Process and maintain accurate records of cash activity and account transactions. • Utilize CRM tools and Microsoft Excel to manage data and support administrative tasks. • Handle inbound calls professionally, providing clear and helpful responses to client and advisor questions Requirements • Proven experience in administrative assistance, preferably in a trade or sales environment. • Proficiency in CRM systems and Microsoft Excel. • Strong organizational and data processing skills. • Ability to handle financial transactions with accuracy and discretion. • Experience in managing account-related activities, including deposits and withdrawals. • Excellent communication skills, both written and verbal. • Ability to multitask and prioritize tasks in a fast-paced environment. • Familiarity with financial terminology and processes is a plus. 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) .