Robert Half • Syracuse, NY 13203
Job #2696177851
Description We are offering a unique opportunity for an Administrative Assistant in Syracuse, New York. In this role, you will be assisting a team of Financial Advisors with various administrative tasks, including scheduling appointments, managing client documents, and utilizing multiple software platforms for data management. This position is part of the finance industry and is a short-term contract employment opportunity.
Assisting a team of Financial Advisors with general administrative tasks
Scheduling appointments and booking conference rooms for the team
Completing, sending, and tracking client documents
Following up with the service center as needed
Utilizing client works and Salesforce for data management and client communication
Sending team invites to all parties involved in meetings or events
Adding new client information into Salesforce
Scheduling posts on LinkedIn as part of the company's social media strategy
Mailing notes or cards to clients as required
Answering inbound calls and providing excellent customer service
Performing data entry tasks and managing email correspondence
Utilizing Microsoft Office Suite (Excel, Outlook, PowerPoint, Word) to manage tasks and schedules. Requirements - Proficiency in Microsoft Office Suite including Microsoft Word, Excel, Outlook, and PowerPoint
Experience in handling and directing inbound and outbound calls
Excellent customer service skills with the ability to maintain a professional demeanor under pressure
Strong data entry skills with a high level of accuracy and attention to detail
Ability to compose, send, and reply to email correspondence in a professional manner
Experience in scheduling appointments, managing calendars, and coordinating meetings
Strong organizational skills and the ability to multitask in a fast-paced environment
Excellent verbal and written communication skills
Ability to work independently and as part of a team
Problem-solving skills with the ability to handle customer inquiries and complaints effectively and efficiently.
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 (~~~) 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 ~~~ 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:///~~~/us/en/terms) .
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