Job Information
Robert Half Registered Client Associate in Indianapolis, Indiana
Description We are offering a contract to hire opportunity for a Senior Administrative Assistant in Indianapolis, Indiana, United States. The role involves providing comprehensive administrative, operational, and business development support within the financial services industry. This position requires active involvement in client meetings and implementing approved recommendations.
Responsibilities:
• Collaborate closely with Financial Advisors on both existing and new business development
• Provide primary support to Senior Financial Advisors while also assisting other team members
• Balance the management of referral activities, client follow-ups and administrative tasks effectively
• Enter trade orders for clients and financial advisors
• Ensure compliance with firm and industry regulations, policies and procedures
• Address and resolve both routine and non-routine client inquiries
• Manage client engagements and coordinate meetings to ensure smooth operations
• Use skills in Client Relations and Account Inquiries to provide excellent service to clients and team members. Requirements • Demonstrated ability to manage client engagements effectively
• Proficient in coordinating and scheduling meetings
• Strong client relations skills and the ability to maintain positive relationships
• Capable of handling account inquiries professionally and accurately
• Experience in financial services is required
• Excellent written and verbal communication skills
• Strong organizational and planning skills
• Ability to multitask and prioritize work
• Proficiency in MS Office and data management software
• Knowledge of office management systems and procedures
• High level of discretion and confidentiality
• Proven ability to work under pressure and meet deadlines
• Team player with strong interpersonal skills
• Bachelor's degree or equivalent work experience in a related field
• Commitment to continuous professional development
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) .