Robert Half Finance & Accounting Investor services staff in Latham, New York

Robert Half Finance is actively searching for a full-time Client Service Administrator. Job duties will include: client onboarding including data entry and document review; investor record keeping including the database maintenance, running client reports and processing updates;creating, editing and formatting PDF files using Adobe Acrobat; processing large volume mailings through electronic and/or hard copy methods while providing assistance with tracking, associated communications and necessary follow-up; managing various projects from start to finish using Microsoft software and other firm systems or web based applications while working with others to ensure quality and timely completion; document copying, scanning and filing, as required. HS diploma with 1-2 years of experience or an Associates Degree in Business Administration or related field; 1-3 years experience in administration or related field preferred; high proficiency in Microsoft Word, PowerPoint, Excel, Acrobat Adobe, Outlook, and web-based applications are required; detail oriented with good organizational, time management and analytical skills; ability to function in high stress situations attributed to tight deadlines and multiple client needs or team needs; ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients; ability to work in a fast-paced environment and handle multiple priorities and deadlines. For immediate consideration please send your resume to Jill at

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides 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 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on FortuneĀ® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 844.539.2523 for additional information.

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.

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Req ID: 02880-0010338732

Functional Role: Accounts Payable Clerk

Country: USA

State: NY

City: Latham

Postal Code: 12010

Compensation: $32,000.00 to $40,000.00 per year

Requirements: .