Robert Half Finance & Accounting Lead Administrative Assistant in WASHINGTON, District Of Columbia

Lead Administrative Assistant Wealth Management Firm D.C. $55k, 401(k), benefits, growing company! My client is a growing Wealth Management Firm located in downtown Washington, D.C. with an exciting new opportunity for a Lead Administrative Assistant. The Lead Administrative Assistant will support a team of Financial Advisors and report to the Director of Operations. The Lead Administrative Assistant is a highly visible role within the firm and calls for a sharp bright individual. The Lead Administrative Assistant must have a BS/BA degree and will be responsible for the following duties: -Providing excellent customer service to clients -Performing clerical functions such as preparing correspondence, receiving visitors -Arranging conference calls, travel arrangements, and scheduling meetings -Responding to basic client questions and needs -Performing Account transactions including closing, open, and withdraws -Maintain client files in compliance with FINRA -Assist with creation of reports and portfolio presentations for clients All interested candidates in this Lead Administrative Assistant role and other fulltime opportunities in across Washington, D.C. area please send your resume to or call 202-626-0280 Requirements: -Must have a BS/BA degree from a 4 year accredited University/College -Minimum of 2 years' experience in an Administrative Assistant role -Experience in calendar management -Proficient in Microsoft Office: Word, Excel, Outlook, and PowerPoint, including table creation, mail merges and basic formatting -Knowledge of general office procedures (e.g., filing, correspondence, scheduling, expenses, calendar) -Being able to multi-task in a fast paced environment -Superior oral and written communication skills -Ability to pass a credit and criminal all candidates required to undergo background check All interested candidates in this The Lead Administrative Assistant role and other fulltime opportunities in across Washington, D.C. area please send your resume to or call 202-626-0280

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company once again was named first in our industry on FortuneĀ® magazine's list of "World's Most Admired Companies" (March 1, 2017), and 9 out of 10 of our customers would recommend our service to a colleague.

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Req ID: 04510-0009279505

Functional Role: Bank Teller

Country: USA

State: DC


Postal Code: 20005-2225

Compensation: $50,000.00 to $55,000.00 per year

Requirements: Customer Service, Sales