Description We are looking for a detail-oriented Administrative Assistant o join a reputable Wealth Management firm in Washington, District of Columbia. In this role, you will play a key part in providing administrative and operational support to a team of Financial Advisors while delivering exceptional service to clients. This position offers an excellent opportunity to contribute to a dynamic team and gain valuable experience in the financial services sector. Responsibilities: • Coordinate scheduling for client meetings, advisor appointments, and company events using Outlook calendars. • Prepare and proofread memos, client reports, and other documents to ensure accuracy and professionalism. • Maintain accurate records of client information, contracts, portfolio logs, and industry-specific forms. • Track paperwork for pending business, update summaries for advisor review, and manage weekly tallies of outstanding items. • Receive and screen incoming calls, prioritize responses, and transfer client inquiries to advisors when necessary. • Proactively anticipate the needs of Financial Advisors and address them efficiently. • Foster strong relationships with clients through excellent customer service and account maintenance. • Assist with event planning and coordination to support company initiatives. All interested candidates in the Admin Assistant opportunity and other fulltime opportunities please send your resume to Justin Decker via LinkedIN. Requirements • Minimum of 3 years of experience in an administrative role, preferably in financial services or banking. • Bachelor’s degree from an accredited four-year institution. • Proficiency in Microsoft Office Suite, including advanced skills in PowerPoint, Word, Outlook, and Excel. • Exceptional written and verbal communication skills. • Strong organizational abilities and attention to detail. • Consistent work history demonstrating reliability and commitment. • Experience in customer service and account analysis is highly desirable. All interested candidates in the Admin Assistant opportunity and other fulltime opportunities please send your resume to Justin Decker via LinkedIN. 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) .