Description Our client located in the Beaver, PA area is seeking a detail-oriented, self-starter to join their team as an Office Administrator in the New Accounts and Client Services department. This position is essential in supporting new client onboarding and maintaining high-quality client service operations for a professional financial services firm. This is a direct hire, fully onsite role. Hours are 8:45am - 4:30pm with an hour lunch. A background check is required. Pay starts at $20+, dependent on experience. Prior experience in a financial service as a new accounts clerk, or brokerage office setting is a plus. Requirements Responsibilities: Office Administrator - New Accounts and Client Services Complete, copy, scan and/or mail New Client Account Paperwork or Deposits — Regular Mail/Overnight Submit signed New Account Paperwork to Compliance for approval Follow-up by telephone with clients when appropriate Track timely transfers of monies drafted from other companies to new accounts opened Track payment and accuracy of commission revenue from mutual fund and insurance companies to our broker/dealer and then payment from the broker/dealer to the respective representative Complete, copy, scan and/or mail Client Service Work as needed including withdrawals, changes of beneficiary, changes of address, etc. Prepare and assemble New Client Files Filing of Client Statements Miscellaneous copying, scanning and faxing Assist in maintaining Client Databases General Correspondence/Client Thank You Letters Serve as backup answering the telephone Serve as backup in Client Reception: greeting, hospitality, beverage service and maintaining Conference Room and Reception Area Assist with any large mailings Possible involvement with Tax Preparation Business in February, March and April Other duties as assigned Qualifications: High attention to detail and accuracy in handling client data and paperwork Self-starter with the ability to work independently and take initiative Strong organizational and time management skills Excellent communication and interpersonal abilities Proficient in Microsoft Office and comfortable with common office equipment Ability to handle sensitive information with discretion TalentMatch® 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) .