Description We are offering a permanent employment opportunity for an Administrative Assistant in the Financial Services industry, based in Dallas, Texas. In this role, you will play a pivotal part in supporting various programs and ministries, maintaining a deep understanding of their operations and providing timely and accurate responses to information requests. Responsibilities: • Assist team members with clerical tasks as assigned • Manage and update information in Salesforce efficiently • Facilitate arrangements for special events including Retreats, Conferences, Luncheons, and ensure all staff are informed of these arrangements in a timely manner • Process invoices, reimbursement vouchers, credit card statements, and travel expenses accurately and promptly; maintain a robust record retention system for these documents • Handle email, regular mail, and other correspondence in a timely manner • Contribute to digital communications efforts such as proofreading and submitting texts for posting • Prepare and proofread letters, memos, spreadsheets, and other correspondence swiftly and accurately • Collaborate effectively with co-workers to meet objectives and complete projects on time • Maintain compliance with all relevant policies, procedures, laws, and regulatory requirements • Attend meetings and participate in training as required, including preparing exhibits and maintaining proper inventory of materials • Support event planning including registration, certificate issuance, participant reports, and other required tasks Requirements • Possess excellent customer service skills to interact with clients and cater to their needs efficiently. • Proficient in answering inbound calls and handling inbound/outbound calls, demonstrating excellent communication skills. • Capable of performing data entry tasks with high accuracy and attention to detail. • Skilled in email correspondence, ensuring clear and detail-oriented communication. • Proficiency in Microsoft Office Suite, including Excel, Outlook, PowerPoint, and Word is required. • Capable of scheduling appointments, managing calendars and coordinating meetings. • Prior experience in the Financial Services industry is preferred but not mandatory. • Strong organizational skills and the ability to multitask effectively. • Demonstrates a proactive approach and the ability to work independently. • High school diploma or equivalent qualification required. Higher education or certifications in relevant fields would be an advantage. TalentMatch® 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 “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .