Overview
Administrative Assistant Jobs in Cincinnati Metropolitan Area at Robert Half
Title: Administrative Assistant
Company: Robert Half
Location: Cincinnati Metropolitan Area
Job Summary
The Financial Administrative Assistant will primarily provide high-level administrative, operational, and client-service support to a financial advisor and his clientele. This person will play a key role in ensuring smooth client onboarding, accurate account processing, compliance documentation, and day-to-day office operations.
Key Responsibilities
- New client account setup and onboarding
- Manage asset transfers and ensure paperwork is completed accurately and on time
- Support back-office compliance functions and maintain complete documentation
- Handle routine client service requests, including account updates and withdrawals
- Manage calendars, schedule meetings, and prepare correspondence
- Organize and maintain physical and electronic files
- Monitor office email inboxes and answer incoming phone calls
- Assist with office logistics and administrative tasks, including supply management
- Maintain accurate records in systems such as Salesforce or Redtail
- Ensure all activities align with applicable industry regulations and internal procedures
Systems / Tools
- Microsoft Office 365
- CRM platforms such as Salesforce or Redtail
Qualifications
- Experience with client onboarding and account maintenance -preferred
- Exposure to asset transfers and administrative processing – preferred
- Strong organizational skills and attention to detail
- Ability to follow through and ensure nothing falls through the cracks
- Professional discretion handling confidential financial information
- Strong written and verbal communication skills
- Tech-savvy and comfortable learning systems quickly
- Someone who is dependable, understands priorities, and can be trusted with sensitive work
