We are looking for a detail-oriented Administrative Assistant to join a boutique financial investment and insurance firm in Emeryville, California. In this Contract to permanent position, you will play a vital role in supporting daily operations, client interactions, and administrative tasks. This opportunity offers a chance to develop valuable skills within the financial industry while contributing to a dynamic and collaborative environment. Responsibilities: • Coordinate schedules and appointments to ensure seamless calendar management. • Organize and prepare client files, paperwork, and documentation with accuracy. • Handle incoming and outgoing correspondence, including mail, emails, and faxes. • Maintain office supplies and oversee the functionality of office equipment. • Assist clients with inquiries, requests, and the completion of necessary forms. • Gather, organize, and process client information to support operational needs. • Perform data entry tasks and maintain precise records and databases. • Create detailed reports and presentations as required by the team. • Support compliance efforts by adhering to industry regulations and guidelines. • Provide basic technical assistance and ensure proper utilization of office software.

• Strong communication skills to effectively interact with clients and team members. • Exceptional organizational abilities to manage multiple priorities and meet deadlines. • High attention to detail to ensure the accuracy of documentation and records. • Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook. • Experience in customer service and handling inbound/outbound calls. • Ability to execute data entry tasks with precision and efficiency. • Familiarity with scheduling tools and processes for managing appointments. • Demonstrated discretion and confidentiality when handling sensitive information.

<h3 class="rh-display-3--rich-text">TalentMatch®</h3> 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. <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. 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. © 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>.

Emeryville, CA
onsite
Contract / Temporary to Hire
23.75 - 27.50 USD / Hourly
We are looking for a detail-oriented Administrative Assistant to join a boutique financial investment and insurance firm in Emeryville, California. In this Contract to permanent position, you will play a vital role in supporting daily operations, client interactions, and administrative tasks. This opportunity offers a chance to develop valuable skills within the financial industry while contributing to a dynamic and collaborative environment. Responsibilities: • Coordinate schedules and appointments to ensure seamless calendar management. • Organize and prepare client files, paperwork, and documentation with accuracy. • Handle incoming and outgoing correspondence, including mail, emails, and faxes. • Maintain office supplies and oversee the functionality of office equipment. • Assist clients with inquiries, requests, and the completion of necessary forms. • Gather, organize, and process client information to support operational needs. • Perform data entry tasks and maintain precise records and databases. • Create detailed reports and presentations as required by the team. • Support compliance efforts by adhering to industry regulations and guidelines. • Provide basic technical assistance and ensure proper utilization of office software.
2026-02-04T17:21:55Z