Financial Administrator
Robert Half
Job Description
Job Description
We are looking for a detail-oriented Financial Administrator to support the preparation of client financial documentation and maintain accurate records in New York. This contract opportunity with the potential to become permanent is ideal for someone who combines strong data entry skills with a solid understanding of financial planning concepts. The person in this role will help organize client information, produce well-prepared materials, and ensure all documentation meets required standards.
Responsibilities:• Collect, enter, and verify client financial data to maintain complete and accurate records.
• Assist in developing financial planning materials by organizing information and supporting recommendation preparation.
• Produce client-facing reports, summaries, and presentation documents with a high level of accuracy.
• Review forms and supporting paperwork to confirm completeness and alignment with compliance expectations.
• Maintain financial records in spreadsheets and planning systems, updating information as needed.
• Perform numeric data entry and document processing efficiently while meeting quality standards.• Experience with data entry, including numeric and computer-based record management.
• Strong attention to detail with the ability to identify inconsistencies in financial information.
• Working knowledge of financial planning principles, including investments, retirement, taxes, and insurance.
• Proficiency in Microsoft Excel and familiarity with financial planning software.
• Solid analytical and mathematical skills for reviewing and organizing financial data.
• Effective typing skills and the ability to manage multiple documentation tasks accurately.
Vacancy posted 2 days ago
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