We are looking for a detail-oriented and adaptable Sales/Partner Development Assistant to join our team in Carpinteria, California. In this contract role, you will play a pivotal part in supporting recruitment operations and partner development efforts through event coordination, system management, and collaborative teamwork. If you excel in organization and enjoy blending administrative tasks with strategic execution, this position offers an excellent opportunity to contribute to a dynamic environment.<br><br>Responsibilities:<br>• Coordinate and manage recruitment events, webinars, and seminars, ensuring smooth execution and engagement.<br>• Maintain and update organizational systems, pipelines, and reporting tools to support recruitment and partner development.<br>• Assist in onboarding processes for advisors, ensuring a seamless transition.<br>• Conduct LinkedIn prospecting and provide sales support to identify and connect with potential partners.<br>• Collaborate with cross-functional teams, including marketing and transitions, to align efforts and achieve goals.<br>• Manage administrative office tasks, such as ordering and maintaining supplies, and performing receptionist duties.<br>• Oversee accounts payable functions and ensure accurate financial tracking.<br>• Utilize Salesforce for integration tasks and implementations to streamline workflows.<br>• Leverage AI tools, such as ChatGPT, to enhance efficiency and productivity in daily operations.<br>• Provide general office management support to ensure a well-organized and functional workspace.

• Bachelor’s degree in Finance or a related field is preferred.<br>• Minimum of 1 year of experience in a finance-related role.<br>• Proficiency in Microsoft Word, PowerPoint, and Excel.<br>• Familiarity with Salesforce, with experience in integration and implementation being a strong advantage.<br>• Comfortable using AI tools, such as ChatGPT, to support work processes.<br>• Strong organizational and administrative skills, including maintaining office supplies and managing accounts payable.<br>• Excellent communication skills and the ability to collaborate effectively across teams.<br>• Ability to thrive in a fast-paced environment and balance multiple priorities efficiently.

<h3 class="rh-display-3--rich-text">TalentMatch^®</h3> <p>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.</p> <p>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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.</p>