Robert Half Finance & Accounting Assistant Office Manager in WASHINGTON, District Of Columbia

Assistant Office Manager Financial Services Firm $50k, growing company, great benefits! My client is a Financial Services company specializing in wealth management of high net individuals in the D.C. area. and they have a need for an Assistant Office Manager. The Assistant Office Manager will be responsible for a variety of administrative and operational duties for the firm. The Assistant Office Manager will report to the Director of Operations and be responsible for the following duties:

  • File or upload client statements, correspondence, and agreements so that all client imaging is completed and accurate

  • Assist with the management of the office operations, including greeting and meeting guest

  • Receive and screen incoming calls, determine priority for responses, provide requested information or refer to appropriate staff member, when appropriate; transfer calls from clients to advisor

  • Anticipate Advisors needs and handle them proactively

  • Update and use CRM efficiently to schedule client meetings and marketing activities and to enter new contacts

  • Coordinate outlook calendars for appointments, meetings, conferences, etc.

  • Assist with data entry of all client financial information

  • Assist with monthly billing process All interested candidates in the Assistant Office Manager role please send your resume to or call 202.626.0280. Requirements: BS/BA degree 0-6 months experience in administrative role Proficient in MS Office Financial Services Experience is a highly preferred Ability to successfully pass a credit and background check All interested candidates in the Assistant Office Manager role please send your resume to or call 202.626.0280.

Robert Half Finance & Accounting is the world's leader in specialized financial staffing. We provide 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 more than 340 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 to FORTUNEĀ® magazine's list of "World's Most Admired Companies" and was the highest-ranked staffing firm. (March 1, 2016), and 9 out of 10 of our clients and candidates would recommend our service to a colleague.

Contact your local Robert Half Finance & Accounting office at 844.539.2523 or visit to apply for this job now or find out more about other job opportunities..

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

Equal Opportunity Employer M/F/Disability/Vet

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Req ID: 04510-0008995703

Functional Role: Bank Teller

Country: USA

State: DC


Postal Code: 20005-2225

Compensation: $45,000.00 to $50,000.00 per year

Requirements: Customer Service, CRM - Customer Relationship Manager