Financial Administrative Assistant

Description We are looking for a Financial Administrative Assistant to support daily operations in Florence, Kentucky. This position blends administrative coordination with financial documentation, client support, and record management in a services environment. The ideal candidate is highly organized, communicates effectively, and can manage confidential information with care while keeping multiple priorities on track.

Responsibilities:

• Support advisors, managers, and leadership with day-to-day administrative coordination, document preparation, and follow-up activities.
• Create, organize, and distribute financial reports, client correspondence, and account-related summaries with a high level of accuracy.
• Maintain up-to-date client files, account records, and compliance documentation to support regulatory and internal standards.
• Prepare onboarding materials for new clients and assist with updates, changes, and ongoing account administration.
• Process invoices, monitor expenses, and help reconcile basic financial records to support office and client-related transactions.
• Arrange meetings, manage calendars, and coordinate travel logistics to keep schedules running efficiently.
• Use firm-approved financial platforms and internal systems to track documentation, client activity, and required administrative records.
• Handle sensitive client and financial information with discretion while supporting compliance and confidentiality expectations. Requirements
• At least 2 years of experience in administrative support, financial operations, banking, investment services, or a similar detail-focused setting.
• Strong organizational skills with careful attention to detail and the ability to maintain accurate records.
• Proficiency with Microsoft Office applications, including Excel, Word, and Outlook.
• Ability to work with confidential financial and client information in a detail-focused and discreet manner.
• Clear written and verbal communication skills for interacting with clients, internal teams, and leadership.
• Ability to manage competing priorities, stay organized under deadlines, and follow through on multiple assignments.
• Experience supporting onboarding, HR administration, accounting-related tasks, or customer service functions is an advantage.

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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .