Administrative Assistant
LHH, Santa Fe, NM, United States
Administrative Assistant
LHH Recruitment is partnering with a financial services company in Santa Fe, New Mexico that is looking to add an Administrative Assistant to the team! This is a full-time onsite position $18-$20 per hour depending on experience.
The Administrative Assistant provides administrative support within a financial services environment. This role ensures daily office operations run efficiently while supporting financial professionals through scheduling, documentation, client coordination, and strict confidentiality.
Key Responsibilities
Manage calendars, schedules, meetings, and appointments for financial professionals
Prepare, proofread, and format correspondence, reports, and internal documentation
Handle phone calls, emails, and inquiries with professionalism and discretion
Maintain organized electronic and physical filing systems
Order office supplies and coordinate facility or vendor needs as required
Process client payments and track deposits
Assist with client account opening and closing and transactions
Support preparation of financial reports, statements, and presentations
Track deadlines related to compliance, audits, and regulatory requirements
Ensure documentation meets internal policies and industry regulations
Maintain confidentiality of financial data and personally identifiable information (PII)
Serve as a point of contact between clients, advisors, and internal departments
Communicate professionally with clients, attorneys, CPAs, and internal stakeholders
Assist with follow-ups and workflow tracking to ensure timely completion of tasks
Required Qualifications
High school diploma or equivalent
1+ year of administrative assistant or office support experience
Strong organizational skills with high attention to detail
Proficiency in Microsoft Office (Outlook, Word, Excel)
Ability to handle sensitive and confidential information with discretion
Strong written and verbal communication skills
If you are interested apply now!
LHH Recruitment is partnering with a financial services company in Santa Fe, New Mexico that is looking to add an Administrative Assistant to the team! This is a full-time onsite position $18-$20 per hour depending on experience.
The Administrative Assistant provides administrative support within a financial services environment. This role ensures daily office operations run efficiently while supporting financial professionals through scheduling, documentation, client coordination, and strict confidentiality.
Key Responsibilities
Manage calendars, schedules, meetings, and appointments for financial professionals
Prepare, proofread, and format correspondence, reports, and internal documentation
Handle phone calls, emails, and inquiries with professionalism and discretion
Maintain organized electronic and physical filing systems
Order office supplies and coordinate facility or vendor needs as required
Process client payments and track deposits
Assist with client account opening and closing and transactions
Support preparation of financial reports, statements, and presentations
Track deadlines related to compliance, audits, and regulatory requirements
Ensure documentation meets internal policies and industry regulations
Maintain confidentiality of financial data and personally identifiable information (PII)
Serve as a point of contact between clients, advisors, and internal departments
Communicate professionally with clients, attorneys, CPAs, and internal stakeholders
Assist with follow-ups and workflow tracking to ensure timely completion of tasks
Required Qualifications
High school diploma or equivalent
1+ year of administrative assistant or office support experience
Strong organizational skills with high attention to detail
Proficiency in Microsoft Office (Outlook, Word, Excel)
Ability to handle sensitive and confidential information with discretion
Strong written and verbal communication skills
If you are interested apply now!