Administrative Assistant, Robert Half

Administrative Assistant

Robert Half

Location:

United States, Columbus

Category:

Office Administration

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

We are seeking an Administrative Assistant to join our team based in Columbus, Ohio. This role offers a contract to permanent employment opportunity in the financial industry. As an Administrative Assistant, you will be responsible for managing customer inquiries, maintaining client relationships, and performing various administrative duties.

Job Responsibility:

Process client credit applications efficiently
Keep detailed client credit records
Handle customer inquiries with professionalism and tact
Cultivate ongoing relationships with clients and vendors
Use Schwab Advisor Center and Tamarac Advisor View for client management
Ensure meticulous attention to detail in all tasks
Use DocuSign, Word, Excel, Outlook, and Adobe Acrobat proficiently for various administrative tasks
Schedule and organize online meetings
Work both independently and as part of a team
Manage multiple tasks simultaneously with strong organizational skills

Requirements:

Minimum of 2 years experience in an administrative role
Proficiency in answering inbound calls and managing inbound/outbound calls
Exceptional customer service skills
Expertise in data entry tasks
Excellent email correspondence abilities
Proficient in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint
Experience in scheduling appointments and managing calendars
Familiarity with financial institutions and related administrative tasks
Understanding of retirement accounts, benefits, plans, and savings plans
Knowledge of Register Retirement Savings Plan (RRSP) procedures
Experience in a brokerage or insurance brokerage environment

What we offer:

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:

March 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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