Description We are in search of a meticulous Administrative Assistant coming out of the investment/insurance/financial planning space to our clients growing team in Manchester, New Hampshire. As an Administrative Assistant, your main role will be providing administrative support to our financial advisors. This role is pivotal in our company's operations, and will involve processing new business applications, managing client data, and assisting in meeting preparation.Responsibilities: Handle and process new business applications in an efficient manner Collect and manage client data ensuring its accuracy and availability Assist in the preparation for meetings, ensuring all necessary materials and data are available Generate reports as required and execute marketing projects when needed Collaborate with tax office affiliate and provide service to existing clients as directed Research product solutions with vendors and generate appropriate proposals Maintain and manage client files, meeting records, and account transactions Oversee licensing requirements and associated compliance details Master various software systems, including our client relationship management tool Answer phones, emails, and faxes, providing excellent customer service Assist with front office reception and office maintenance duties Manage special projects as they arise.Requirements Experience in investment/insurance field REQUIRED Proficiency in Data Entry is required. Demonstrated experience with Microsoft Excel is necessary. Strong written and verbal communication skills. Ability to multi-task and prioritize work effectively. Excellent organizational skills and attention to detail. Prior experience in an administrative role is beneficial. Ability to work in a team and independently. High school diploma or equivalent education level. Demonstrated problem-solving skills. Familiarity with office management procedures and basic accounting principles. Comfortable with using office equipment such as printers, scanners, and fax machines. Ability to maintain confidentiality. Excellent time management skills. Professional demeanor and strong customer service skills.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.© 2024 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) .
