Administrative Assistant

at  Robert Half

We are in search of an Administrative Assistant to join our team based in Madison, Wisconsin. The individual will play a pivotal role in supporting our operations within the Financial Services industry. This role will primarily involve handling customer inquiries, maintaining customer records, and processing applications.

• Manage and direct incoming calls, providing general information and transferring callers to the appropriate staff members when necessary.
• Oversee and maintain databases, spreadsheets, and application systems, ensuring all information is up-to-date and accurate.
• Facilitate various clerical duties, including preparing and distributing mail, faxes, and other correspondences.
• Organize and schedule meetings and appointments, ensuring all necessary materials are prepared and rooms are ready for use.
• Handle the maintenance and ordering of office supplies as necessary.
• Assist in developing presentation materials, proofreading, and editing documents, templates, labels, and forms.
• Maintain a comprehensive and organized filing system in adherence to record retention policies.
• Ensure customer inquiries are resolved in a timely manner, and customer records are accurately maintained.
• Assist with software testing as needed.
• Aid with coordinating travel arrangements when necessary.
• Minimum of one year experience in a similar role within the Financial Services industry
• Proven ability to effectively manage inbound and outbound calls
• Demonstrated skill in providing exceptional customer service
• Proficient in data entry tasks with high attention to detail
• Experience in handling email correspondence in a detail oriented manner
• Ability to schedule appointments efficiently, ensuring smooth operations
• Mastery of Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint
  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 roberthalf.gobenefits.net for more information.
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