Qualified Professional & Technical ยท 1 day ago
Temporary Administrative Assistant
Qualified Professional & Technical is a well-established and highly professional financial planning firm in Raleigh, seeking a Temporary Administrative Assistant to provide high-level administrative support during a busy period. This role involves supporting financial advisors, managing calendars, and maintaining client records in a professional office environment.
Staffing & Recruiting
Responsibilities
Provide administrative support to financial advisors and office leadership
Answer phones and greet clients in a professional and courteous manner
Schedule appointments and manage calendars
Prepare and organize documents, reports, and client files
Maintain accurate records and assist with data entry
Handle confidential information with discretion
Support general office operations as needed
Qualification
Required
Prior administrative or office support experience required
Professional demeanor with strong communication skills (written and verbal)
Strong organizational skills and attention to detail
Proficient in Microsoft Office (Outlook, Word, Excel)
Ability to work independently and manage multiple priorities
Preferred
Experience in financial services or professional services is a plus (not required)
Benefits
Professional, stable office environment
Clear schedule with no weekends
Excellent short-term opportunity to gain experience with a respected financial firm
Company
Qualified Professional & Technical
National Resources. Local Expertise. Real Human Connections.
Funding
Current Stage
Growth StageCompany data provided by crunchbase