Administrative Assistant
R
Robert Half Office Team
📍 Wellesley, MA, United States
Job Description
Description We are looking for an experienced Administrative Assistant to support a financial planning advisor in Massachusetts. This contract opportunity has the potential to become permanent and is ideal for someone who brings strong written communication, sound judgment, and a detail-oriented approach to daily office support. The role combines front-office coordination, clerical administration, and detail-focused assistance in a client-facing services environment.
Responsibilities:
• Provide day-to-day administrative support to a financial planning advisor, helping keep office operations organized and efficient.
• Manage a light appointment schedule by coordinating meetings, updating calendars, and confirming availability as needed.
• Handle weekly incoming and outgoing mail, ensuring documents are sorted, distributed, and routed accurately.
• Answer inbound calls and respond to email correspondence in a courteous and attentive manner.
• Perform data entry an...
Responsibilities:
• Provide day-to-day administrative support to a financial planning advisor, helping keep office operations organized and efficient.
• Manage a light appointment schedule by coordinating meetings, updating calendars, and confirming availability as needed.
• Handle weekly incoming and outgoing mail, ensuring documents are sorted, distributed, and routed accurately.
• Answer inbound calls and respond to email correspondence in a courteous and attentive manner.
• Perform data entry an...