Description

Key Responsibilities:

As a Non-Licensed Administrator, you will provide vital administrative and operational support to the team, utilizing specialized financial software systems. Day-to-day responsibilities include:

Money Movement Tasks: Logging into proprietary systems to initiate or verify transactions and process financial tasks requiring specialized training.

Adhoc/Data Entry: Completing various administrative tasks and maintaining accuracy in documentation.

Financial Document Management: Assisting with generating and reviewing balance sheets, profit and loss statements, and other financial documents.

Tax Law Research: Conducting research on various topics, including IRS tax codes, Form 1040 updates, and relevant information from IRS.gov.

Software Use: Navigating and operating systems such as Redtail, E-money (financial planning management software), and proprietary systems.

Requirements

Qualifications:

Required Skills:

Detail-Oriented: Ability to maintain precision and accuracy in financial data entry and research.

Excel Proficiency: Must possess advanced Microsoft Excel skills (testing will be required).

Education: Bachelor’s Degree preferred (finance degree a plus but not required).

Preferred Experience:

Background in customer service or service-oriented roles.

Familiarity with financial industry terminology and processes.

Previous administrative experience in remote or hybrid environments.

Technology Skills: Experience with financial management tools like Redtail, E-money, and other proprietary platforms is strongly preferred. Training for specific systems will be provided.

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 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 .