Financial Administrative Assistant - Join Robert Half in Berlin, Connecticut

Are you a detail-oriented professional with a passion for financial services and exceptional administrative skills? Robert Half is excited to partner with a dynamic financial firm in Berlin, Connecticut, to find a talented Financial Administrative Assistant. This flexible role offers part-time or full-time hours (30-40 per week) and transitions to a hybrid work model after 90 days, making it perfect for career-driven individuals seeking work-life balance in the heart of Connecticut's vibrant professional landscape.

As a key support player in a fast-paced financial services environment, you'll assist advisors with essential administrative tasks, client interactions, and operational efficiency. With competitive compensation up to $26/hour (approximately $52,000-$54,000 annually for full-time), this position provides an entry point or stepping stone into the financial sector. If you thrive in managing multiple priorities, excel in client service, and have experience in financial or professional settings, this Financial Administrative Assistant job in Berlin, CT is your opportunity to shine.

About the Role

The Financial Administrative Assistant role at our client's Berlin, CT office is designed for proactive individuals who enjoy the rhythm of a bustling financial services team. You'll be the backbone of daily operations, ensuring seamless account processing, client communications, and advisor support. This position emphasizes flexibility—choose part-time or full-time based on your lifestyle—and offers hybrid remote work after an initial 90-day onboarding period. Located in Berlin, Connecticut, United States, this role leverages the area's growing financial hub status, providing exposure to wealth management, advisory services, and client-focused operations. Ideal candidates bring prior experience from financial firms, law offices, or similar professional environments where precision and client satisfaction are paramount.

Robert Half specializes in connecting top talent with rewarding opportunities like this one. Our extensive network ensures you're placed with reputable employers offering growth potential in financial services careers.

Key Responsibilities

In this hands-on role, your contributions will directly impact the team's success. Expect to:

• Support daily account-related transactions, including processing deposits, transfers, and updates with meticulous accuracy.
• Manage calendaring, scheduling, and meeting coordination for advisors, utilizing tools like Outlook, Google Calendar, or CRM systems.
• Handle daily client communications via phone, email, chat, or portals, delivering professional and empathetic service.
• Maintain accurate client records and documentation in compliance with industry standards and firm policies.
• Assist with general office and operational tasks, from preparing reports to organizing files, ensuring smooth day-to-day workflow.
• Collaborate closely with advisors and team members, anticipating needs and providing proactive support for client service excellence.

These responsibilities highlight the multifaceted nature of the position, blending administrative prowess with financial acumen in a supportive team environment.

Required Qualifications

To succeed as a Financial Administrative Assistant, you should possess:

• Prior experience in an administrative, assistant, or client service role within a financial services firm or related industry (e.g., banking, accounting, or wealth management).
• Strong organizational skills and unwavering attention to detail to handle sensitive financial data.
• Excellent written and verbal communication skills for clear client interactions and team collaboration.
• High level of technical proficiency, comfortable with multiple systems like Microsoft Office Suite, financial software (e.g., CRM tools such as Salesforce), and digital platforms.
• Proven ability to manage multiple tasks, prioritize effectively, and work independently in a fast-paced setting.
• A professional demeanor paired with a strong client service mindset, fostering trust and loyalty.

Bonus points for familiarity with financial regulations, basic bookkeeping, or experience in hybrid work models. Robert Half values diverse backgrounds and provides training to help you excel.

Why Join Us

Our client offers more than just a job—they provide a pathway to professional growth in financial services. Enjoy a flexible schedule of 30-40 hours per week, tailored to your needs. Competitive pay up to $26/hour rewards your experience, while the hybrid model promotes balance. Gain invaluable exposure working alongside seasoned advisors, building skills in financial operations that can launch your career forward.

Berlin, Connecticut, boasts a thriving community with easy access to Hartford's business district, offering a high quality of life. Through Robert Half, benefit from our expertise in financial staffing, career coaching, and exclusive job opportunities. This role isn't just administrative—it's a chance to immerse yourself in the exciting world of finance, client relationships, and operational excellence.

Ready to elevate your career? Apply now for this Financial Administrative Assistant position with Robert Half. Contact Daniele Zavarella at Daniele.Zavarella@roberthalf.com with your resume highlighting relevant financial services experience. Don't miss out on this flexible, rewarding opportunity in Berlin, CT!