<p>A well-established construction firm in Valley Center is looking for a <strong>hands-on Office Manager</strong> to oversee daily operations, support field and office staff, and maintain the administrative backbone of the company. This role requires a proactive leader who is comfortable handling everything from HR paperwork to purchasing to general office workflow.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage daily office operations including supply inventory, vendor coordination, and maintenance scheduling</li><li>Supervise admin support staff and ensure smooth communication between office and field teams</li><li>Oversee onboarding packets, safety documentation, and compliance recordkeeping</li><li>Assist with basic bookkeeping tasks such as AP/AR support and invoice review</li><li>Maintain project folders, job site paperwork, and internal tracking systems</li><li>Coordinate travel, meetings, and company-wide communication updates</li></ul>
<p>A thriving veterinary clinic in Valley Center is seeking a compassionate and highly organized <strong>Office Manager</strong> to oversee administrative operations, support veterinary staff, and ensure exceptional experiences for pet owners. This is a leadership role requiring strong communication, team coordination, and the ability to maintain a structured yet warm environment.</p><p><br></p><p><strong>About the Role:</strong></p><p> The Office Manager will supervise front office staff, manage scheduling, oversee billing and client records, and ensure that the front and back office operations run seamlessly. You’ll work closely with veterinarians, technicians, and customer service staff to support a busy clinic that sees a high volume of daily appointments.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee daily office operations, ensuring efficiency and exceptional client service</li><li>Manage front desk staff, including scheduling, training, and performance support</li><li>Oversee appointment scheduling, medical record accuracy, and client communications</li><li>Maintain inventory of office and clinic supplies; coordinate vendor and service relationships</li><li>Support billing, invoicing, and payment processing</li><li>Develop and implement procedures for improved workflow and customer experience</li><li>Assist veterinarians with administrative needs and ensure compliance with clinic protocols</li><li>Handle escalated client issues with empathy and professionalism</li></ul>
<p>We are seeking an experienced <strong>Office Manager / Legal Assistant</strong> based in San Diego to join a growing boutique law firm specializing in HOA-related matters. This hybrid role combines administrative oversight with direct attorney support, making it ideal for someone who thrives in a dynamic, detail-oriented environment.</p><p><br></p><p><u>Work Arrangement</u></p><ul><li>Onsite: First 90 days fully onsite for training and integration</li><li>Hybrid: Flexibility may be discussed after 90 days, but role is primarily onsite (4+ days/week)</li><li>Standard schedule: 8:30 AM – 5:00 PM, Monday–Friday</li></ul><p><u>Key Responsibilities</u></p><ul><li><strong>Office Management -</strong></li><li>Oversee administrative operations and ensure smooth office workflow</li><li>Manage billing and invoicing through Clio</li><li>Issue checks, track insurance payments, and maintain compliance</li><li>Coordinate PTO coverage and assist with HR-related tasks</li><li><strong>Legal Assistant Support -</strong></li><li>Support 1–2 attorneys with calendaring, document management, and deadline tracking</li><li>Open new matters and maintain accurate records in <strong>Clio</strong></li><li>Ensure letters, opinions, and case files are properly organized</li></ul><p><u>Must-Have Skills</u></p><ol><li><strong>Clio experience</strong> (non-negotiable)</li><li>Strong communication and interpersonal skills</li><li>Highly organized, proactive, and resourceful (“Type A” personality)</li><li>Ability to work independently and take initiative</li><li>Prior experience in a boutique law firm preferred</li></ol><p><u>Compensation & Benefits</u></p><ul><li>Salary: $85,000 – $95,000 DOE</li><li>Benefits: Health insurance, 401(k) with matching, PTO, and sick time</li></ul><p><u> Why Join this firm?</u></p><ul><li>Collaborative, supportive team environment</li><li>Growing firm with opportunities for advancement</li><li>Leadership that values work-life balance and flexibility</li></ul><p><em>TO APPLY: Send your resume </em><strong><em>directly </em></strong><em>to </em><strong><em>Micaela.Engebretsen[at]roberthalf[dotcom</em>] </strong><em>with the title </em><strong><em>"San Diego Office Manager"</em></strong></p>
<p>A boutique creative and digital agency in Encinitas is seeking a <strong>dynamic Office Manager</strong> to support internal culture, administrative needs, and agency workflow. This person will be the go-to resource for the team, supporting executives, coordinating company events, and ensuring the office environment runs smoothly.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage office operations, ordering supplies, coordinating vendors, and maintaining workspace organization</li><li>Assist executives with calendars, travel, project coordination, and internal communication</li><li>Coordinate team events, creative meetings, offsite activities, and onboarding</li><li>Manage client intake documentation and assist with project setup</li><li>Prepare basic reports, presentations, and client-facing materials</li><li>Serve as a culture ambassador—ensuring collaboration, engagement, and positive team dynamics</li></ul>
<p>A well-established distribution company in Vista is looking for a <strong>Office Administrator</strong> to oversee front office operations, support cross-functional departments, and ensure a smooth and efficient workflow. This position requires someone who is resourceful, tech-savvy, and confident handling a variety of administrative and operational responsibilities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the central point of contact for office operations, vendor communication, building access, and facility needs</li><li>Oversee administrative processes including scheduling, internal communication, and procedural documentation</li><li>Prepare detailed reports, spreadsheets, KPIs, and weekly operations metrics</li><li>Support HR processes such as employee files, timesheet tracking, and onboarding logistics</li><li>Coordinate company events, training sessions, meetings, and travel</li><li>Manage inventory of office, warehouse, and shipping supplies; negotiate with vendors as needed</li><li>Handle basic AR/AP support including invoice coding, matching, data entry, and reconciliation</li><li>Assist leadership with research, special projects, and administrative planning</li><li>Ensure compliance with company policies and maintain confidential documentation</li><li>Improve office systems by identifying workflow gaps and proposing procedural enhancements</li></ul>
<p>An established, high-end boutique firm is looking for a dedicated Associate Attorney to join the team in Del Mar, San Diego. This role is ideal for an Associate Attorney with substantial experience in civil litigation, particularly on the defense side (labor & employment, and insurance law). This firm on High Bluff Drive offers a hybrid, flexible schedule with lots of room for growth!</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Handle all aspects of civil litigation, including drafting motions, preparing discovery responses, and managing discovery requests.</p><p>• Conduct thorough case reviews, including reviewing complaints and performing case workups after intake.</p><p>• Take and defend depositions, focusing on witness depositions and discovery-heavy tasks.</p><p>• Collaborate with partners on trial preparation and attend trials as part of the litigation team.</p><p>• Draft and argue motions in court, contributing to case strategy and resolution.</p><p>• Prepare detailed status reports and correspondence to keep clients informed of case progress.</p><p>• Manage client files and ensure all relevant information is organized and accessible.</p><p>• Work closely with other associates and partners to ensure cases are handled efficiently and effectively.</p><p>• Provide hands-on support throughout the litigation process, from intake to trial.</p><p>• Maintain accurate and detail-oriented billing practices, adhering to firm standards.</p><p><br></p><p><strong><u>Perks of Firm</u></strong>:</p><ul><li>The associate will truly be involved in the cases (not just sitting in a back room writing), including going to trial alongside partners.</li><li>They have 50 templates on iManage and thorough training notes – tons of resources!</li><li>They are currently remodeling their office, on one of the most expensive streets for real estate in the country!</li><li>Office serves the “best coffee in San Diego” (Seven Seas). They roast the beans the day before they send them to the office.</li><li>The firm does something fun together once a month (lunches, happy hours, etc.).</li><li>“We do not allow any yelling. If that happens, the attorney is in trouble!” – managing partner</li><li>“We regularly meet in the kitchen for lunches and coffee breaks.” – office manager</li><li>“The people here really appreciate each other’s lives outside the office.” – senior legal secretary</li><li>“Your efforts are acknowledged and rewarded. The named partner is a good example: he always says please and thank you. You won’t be asked to give 100% unless they are also giving 100% themselves.” – senior legal secretary</li></ul>
<p>A prestigious private estate and property management group in Rancho Santa Fe is seeking an elegant, polished, and highly discreet <strong>Front Office Coordinator</strong> to serve as the first point of contact for residents, vendors, and guests. This role requires impeccable professionalism, attention to detail, and the ability to handle sensitive information with complete confidentiality.</p><p><br></p><p><strong>About the Role:</strong></p><p> This is no ordinary front desk job — the position supports high-profile residents, coordinates with household staff, manages property calendars, and ensures smooth operation of a luxury estate office. The ideal candidate is poised, service-oriented, proactive, and comfortable interacting with VIP clientele.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Welcome guests, vendors, and contractors; ensure proper sign-in and security protocols</li><li>Answer and route calls, schedule appointments, and maintain estate calendars</li><li>Coordinate service providers (landscaping, maintenance, housekeeping, contractors)</li><li>Assist with administrative tasks including document preparation, expense tracking, and filing</li><li>Support property managers with project updates, invoices, and communication summaries</li><li>Maintain a polished, organized office environment and oversee front desk operations</li><li>Handle confidential information with discretion and professionalism</li></ul>
<p>Our client in the property management sector is seeking a highly organized Data Entry Specialist to join their administrative team. The ideal candidate will have a keen eye for detail and experience managing large amounts of data in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Input and update property, tenant, and lease information into databases and management systems accurately.</li><li>Review, verify, and correct data entries for completeness and accuracy.</li><li>Maintain thorough documentation and ensure all records are up-to-date.</li><li>Assist with generating reports and compiling data for management and compliance purposes.</li><li>Support other administrative tasks as needed, including filing, scanning, and record organization.</li><li>Communicate effectively with team members to resolve discrepancies or obtain missing information.</li></ul><p><br></p>
<p>Our client, a leading property management company, is seeking a professional and personable Receptionist to serve as the first point of contact for tenants, visitors, and vendors. This critical front-desk role is ideal for someone who enjoys providing excellent customer service and supporting a dynamic office environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Warmly greet and direct guests, tenants, and service providers.</li><li>Manage multi-line phone system, transfer calls, and take accurate messages.</li><li>Receive and distribute mail, packages, deliveries, and office correspondence.</li><li>Maintain the appearance of the reception area and common office spaces.</li><li>Assist with scheduling conference rooms and coordinating maintenance requests.</li><li>Support office staff with administrative tasks, data entry, filing, and special projects as needed.</li></ul><p><br></p>
<p>We are seeking a reliable, detail-oriented Administrative Assistant to help keep our operations running smoothly. This role is vital in supporting teams by managing essential tasks and contributing to an organized work environment.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Provide general administrative support including managing calendars, scheduling meetings, and coordinating office activities.</li><li>Prepare and edit correspondence, reports, and presentations.</li><li>Maintain filing systems and organize records, both electronic and physical.</li><li>Greet visitors and serve as a primary point of contact for internal and external inquiries.</li><li>Process invoices, assist with expense reports, and handle basic data entry.</li><li>Assist with projects and perform other duties as assigned.</li></ul><p><br></p>
<p>Our non-profit client in San Diego is seeking a proactive and organized Operations Coordinator to help streamline daily processes, support program delivery, and enhance overall organizational efficiency. This is an excellent opportunity for a detail-oriented professional passionate about making a difference in the community.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support day-to-day operations, including scheduling, logistics, and office management</li><li>Assist with data entry, reporting, and maintaining accurate records</li><li>Coordinate internal communications and facilitate cross-functional collaboration</li><li>Track project milestones and manage timelines to ensure program goals are met</li><li>Help organize events, meetings, and special initiatives</li><li>Order and manage office supplies and resources</li><li>Provide administrative support to leadership and program teams</li></ul><p><br></p>
<p>We are looking for a detail-oriented Contracts Administrator to join our team for a remote contract position. This is a long-term contract position where you will play a critical role in managing and organizing a high volume of vendor and customer agreements. The ideal candidate will have a strong understanding of contract administration and demonstrate exceptional organizational skills.</p><p><br></p><p>Responsibilities:</p><p>• Organize and upload thousands of contracts into the Ironclad system, ensuring accuracy and completeness.</p><p>• Establish a centralized repository for vendor and customer agreements, streamlining accessibility across various platforms such as Salesforce and Google Drive.</p><p>• Review and analyze contract terms to ensure compliance with company policies and procedures.</p><p>• Collaborate with internal teams to gather, categorize, and consolidate contractual documents.</p><p>• Maintain the integrity of contract data by implementing standardized processes and practices.</p><p>• Provide insights and recommendations for improving contract management systems and workflows.</p><p>• Track and manage contract lifecycles, ensuring timely updates and renewals.</p><p>• Support the team in resolving discrepancies or issues related to contract documentation.</p><p>• Ensure confidentiality and security of sensitive contract data.</p>
<p>Robert Half’s client, a well-established construction company in San Diego, is seeking a personable and highly organized<strong> Receptionist</strong> to support daily office operations. This role is ideal for someone who thrives in a fast-paced environment, enjoys being the first point of contact, and delivers exceptional customer service with professionalism.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact at the front desk, greeting visitors, clients, and vendors with a professional and friendly demeanor.</li><li>Manage a multi-line phone system, directing calls and messages efficiently.</li><li>Maintain the lobby and reception area to ensure a clean, welcoming environment.</li><li>Handle incoming and outgoing mail, packages, and deliveries.</li><li>Support administrative tasks including filing, data entry, scanning, and maintaining office supplies.</li><li>Assist project managers, superintendents, and office staff with general administrative needs.</li><li>Coordinate meeting room schedules and prepare materials as needed.</li><li>Uphold confidentiality and maintain security protocols for visitor check-ins and site access.</li></ul><p><br></p>
<p>Our client is seeking an organized and detail-oriented Commercial Property Manager Assistant to support the day-to-day operations of commercial real estate properties. In this role, you will work closely with property managers, tenants, and vendors to ensure the smooth running and maintenance of property assets.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Assist with tenant communications, addressing inquiries and coordinating maintenance requests.</li><li>Prepare and maintain lease documentation, property records, and financial reports.</li><li>Support the property manager with budgeting, expense tracking, and accounts payable/receivable tasks.</li><li>Coordinate property inspections, vendor scheduling, and compliance with safety regulations.</li><li>Help with onboarding new tenants and lease renewals.</li><li>Ensure accurate documentation of all property-related activities in company systems.</li></ul><p><br></p>
<p><strong>About the Firm:</strong></p><p>This established San Diego litigation firm has built a reputation over nearly six decades for excellence in trial advocacy and client service. The attorneys are known for their dedication, professionalism, and hands-on approach to complex civil matters. The firm’s practice spans professional liability defense, personal injury, real estate and construction disputes, and employment litigation. With multiple attorneys recognized among the top practitioners in Southern California, the firm has earned Martindale-Hubbell’s highest AV® rating and numerous listings in <em>Best Lawyers in America</em> and <em>Super Lawyers</em>.</p><p><br></p><p><strong>Position Overview:</strong></p><p>The firm seeks a highly organized <strong>Litigation Secretary</strong> to support a team of trial attorneys managing a large volume of active cases. The ideal candidate will thrive in a fast-paced, detail-oriented environment and enjoy working collaboratively with a close-knit team of experienced litigators.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and file motions in <strong>state court</strong> (federal filing experience is a plus, training provided)</li><li>Coordinate <strong>discovery and deposition notices</strong>, including scheduling and reserving court reporters</li><li>Handle <strong>calendaring</strong> of court dates, deadlines, and attorney schedules</li><li>Manage case files and maintain organization across approximately <strong>450 active matters</strong></li><li>Assist with <strong>CMS data entry</strong>, filing answers, and drafting <strong>Tables of Authorities (TOAs)</strong></li><li>Support attorneys in trial preparation and document management</li><li>Utilize <strong>MS Office, Worldox, Adobe Pro, and Essential Forms</strong> for daily tasks</li></ul><p><strong>Soft Skills:</strong></p><ul><li>Extremely organized and proactive with task management</li><li>Strong communicator with a positive, team-oriented mindset</li><li>Able to prioritize and manage deadlines across multiple cases</li></ul><p><strong>Work Plan:</strong></p><ul><li>Hybrid schedule: <strong>3 days in office / 2 remote</strong> after initial 30-day training period</li></ul><p><strong>Perks & Benefits:</strong></p><ul><li>Supportive, collegial culture with <strong>10–14 year average staff tenure</strong></li><li>Mutual respect across all levels of the organization</li><li><strong>Catered lunches twice a month</strong>, firm-sponsored social events and happy hours</li><li>Outdoor deck space for staff gatherings and team events</li></ul>
<p><strong>Robert Half Technology | Partnering with a Leading Global Manufacturing Brand</strong></p><p>Are you passionate about AI and ready to drive real-world innovation across customer experience, operations, and automation? Robert Half Technology is seeking an <strong>AI Innovation Program Manager</strong> to help a major global brand transform how they work using next-generation AI tools such as ChatGPT, Gemini, and emerging automation platforms.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>AI Strategy & Execution</strong></p><ul><li>Drive AI adoption across the company by identifying high-impact use cases and leading implementation efforts.</li><li>Evaluate emerging AI tools (ChatGPT, Gemini, TenX, etc.) and recommend solutions aligned with operational and customer experience goals.</li><li>Support development of AI-driven customer service chatbots, website automation workflows, and digital customer engagement tools.</li></ul><p><strong>Program & Project Management</strong></p><ul><li>Lead AI projects end-to-end: scoping, planning, vendor coordination, testing, rollout, and optimization.</li><li>Build documentation, roadmaps, and adoption strategies to ensure sustained success.</li><li>Partner closely with the Director of Marketing and Director of AI Projects on customer-facing and operational AI initiatives.</li></ul><p><strong>Operations, Inventory & ERP Innovation</strong></p><ul><li>Collaborate with operations, inventory, and supply chain teams to identify opportunities to leverage AI in forecasting, workflow automation, and ERP improvements.</li><li>Recommend AI solutions that improve inventory accuracy, operational efficiency, and cost savings.</li></ul><p><strong>Cross-Functional Collaboration</strong></p><ul><li>Work with marketing, IT, customer service, and manufacturing leadership to translate business needs into AI-powered solutions.</li><li>Serve as an internal AI advocate, educating teams, sharing best practices, and driving adoption.</li></ul><p> </p><p> </p><p><br></p>
<p>Robert Half is partnering with a mission-driven nonprofit organization in San Diego to hire a <strong>Front Desk Coordinator</strong>. This role is perfect for someone who is passionate about serving the community, enjoys being the first point of contact, and excels in a warm, service-oriented environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Welcome clients, visitors, volunteers, and donors with a friendly and professional demeanor.</li><li>Manage a multi-line phone system, direct inquiries, and provide accurate program information.</li><li>Support client intake processes, including completing forms, verifying documents, and entering data into internal systems.</li><li>Maintain a clean and organized reception area to foster a welcoming environment for all individuals.</li><li>Coordinate appointment schedules, meeting room reservations, and front office calendars.</li><li>Assist with administrative tasks such as copying, scanning, filing, and preparing materials for staff and programs.</li><li>Handle incoming/outgoing mail and support donation drop-offs as needed.</li><li>Uphold confidentiality, sensitivity, and empathy when interacting with vulnerable populations.</li></ul><p><br></p>
<p>We are looking for a detail-oriented and personable Part-Time Receptionist to join our team in San Diego, California. In this contract role, you will serve as the first point of contact for visitors and callers, ensuring smooth daily operations and providing excellent customer service. The ideal candidate will have strong organizational skills and a proactive approach to handling various administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Answer and direct incoming calls using a multi-line phone system.</p><p>• Welcome and assist guests upon arrival, providing a friendly and detail-oriented experience.</p><p>• Organize and schedule lunches and meetings as needed.</p><p>• Maintain accurate records and manage filing systems efficiently.</p><p>• Perform data entry tasks with attention to detail, ensuring accuracy.</p><p>• Handle email correspondence in a timely and detail-oriented manner.</p><p>• Coordinate and schedule appointments, ensuring effective time management.</p><p>• Support general office operations by managing supplies and keeping common areas tidy.</p><p>• Utilize Microsoft Office tools, including Excel, Word, and Outlook, to complete administrative tasks.</p><p>• Collaborate with team members to ensure seamless communication and workflow.</p>
<p>We are looking for an experienced Property Manager to oversee a portfolio of commercial properties in La Jolla, California. This contract position with the potential for long-term employment offers an opportunity to manage boutique retail spaces, restaurants, and conference venues while ensuring their financial and operational success. The ideal candidate will bring a strong background in commercial property management and a proactive approach to tenant and vendor relations.</p><p><br></p><p>Responsibilities:</p><p>• Manage tenant communications, lease agreements, and documentation for move-ins and move-outs.</p><p>• Conduct routine property inspections and compile detailed monthly reports.</p><p>• Monitor lease terms, rent increases, and tenant compliance with service agreements and insurance requirements.</p><p>• Coordinate property maintenance, repairs, and improvement projects with vendors.</p><p>• Assist in preparing financial reports, including annual budgets, cash flow statements, and reconciliations.</p><p>• Review and approve invoices, ensuring accuracy and timely payment.</p><p>• Oversee tenant applications, including background checks and financial document reviews.</p><p>• Supervise maintenance services and support capital and tenant improvement projects.</p><p>• Develop and maintain positive relationships with tenants and vendors.</p><p><br></p>
<p>Our client, a respected nonprofit organization, is seeking a proactive and highly organized Executive Assistant to provide direct support to senior leadership. This crucial role ensures executives can focus on advancing the organization’s mission and initiatives by managing daily priorities and coordinating operational activities with professionalism and discretion.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage complex calendars, prioritize appointments, and coordinate meetings for executive leaders.</li><li>Prepare and edit correspondence, reports, presentations, and other materials for board meetings, donor presentations, and external communications.</li><li>Organize travel logistics, process expense reimbursements, and coordinate event planning efforts.</li><li>Act as a liaison among executives, staff, board members, donors, and community partners, maintaining the highest standard of professionalism.</li><li>Maintain confidential files and records, support project tracking, and ensure critical deadlines are met.</li><li>Assist with special projects and other administrative functions as assigned.</li></ul><p><br></p>
<p>Our client, a mid-sized engineering and design firm in Vista, is looking for a reliable and process-focused <strong>File Clerk</strong> to assist in organizing technical documentation, project records, and regulatory compliance files. The ideal candidate is someone who enjoys structure, accuracy, and maintaining order in a busy office environment with high documentation volume.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Organize engineering project files, contracts, specifications, and technical drawings</li><li>Perform large-scale scanning projects and ensure accurate digital file indexing</li><li>Maintain a well-organized physical archive and update the firm's digital filing systems</li><li>Assist project managers with locating, retrieving, and distributing documentation as needed</li><li>Monitor incoming project-related paperwork and ensure timely filing</li><li>Track revisions of drawings and documents, ensuring outdated versions are archived properly</li><li>Assist with basic office tasks such as copying, mail sorting, and document binding</li><li>Coordinate with compliance teams to ensure proper record retention practices</li></ul>
<p>The Executive Assistant is responsible for providing high-level administrative support to senior executives within the financial services industry, managing communications, coordinating meetings and travel arrangements, and ensuring smooth day-to-day operations. Candidates should demonstrate strong organizational skills, attention to detail, and a high degree of professionalism, along with prior experience supporting 1-2 C-Suite executives at once.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage complex calendars, schedule meetings, and coordinate travel arrangements.</li><li>Prepare reports, presentations, and confidential correspondence.</li><li>Liaise with clients, partners, and cross-functional teams.</li><li>Support the execution of process improvements across the executive office.</li><li>Assist with event planning, board meetings, and investor communications.</li><li>Contribute to workflow automation and digital process efficiencies.</li><li>Anticipate executive needs and proactively resolve administrative challenges.</li></ul><p><br></p>
<p>We are seeking an experienced Client Services Administrator to join a small but dynamic financial services team. The ideal candidate will combine strong communication and organizational skills with fluency supporting both classic administrative functions and process improvements. This role is integral to delivering excellent client experiences and boosting operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for client inquiries and account administration.</li><li>Maintain and update client records using CRM and financial management platforms.</li><li>Prepare required documentation for account openings, transfers, and client transactions.</li><li>Coordinate and schedule meetings, prepare agendas, and track follow-up actions.</li><li>Support workflow automation and cross-functional process improvement initiatives.</li><li>Assist with compliance and regulatory document management.</li><li>Act as a liaison between clients, advisors, and internal teams to ensure seamless service.</li><li>Manage confidential information with professionalism and discretion.</li></ul><p><br></p>
We are looking for a dedicated Controller to join our team in Palm Springs, California. In this role, you will oversee financial operations and ensure the accuracy of financial statements while working closely with external auditing and accounting teams. This position requires someone who is detail-oriented, thrives in a collaborative environment, and is comfortable managing financial tasks during busy peak seasons.<br><br>Responsibilities:<br>• Manage and oversee daily financial operations, including bank reconciliations and general ledger activities.<br>• Prepare and review balance sheet reconciliations to ensure accuracy and compliance.<br>• Handle monthly bank reconciliations and year-end closings, collaborating with external auditing teams.<br>• Participate in board and finance meetings, providing thorough insights and financial updates.<br>• Maintain and update financial records using Northstar and other accounting systems.<br>• Work closely with stakeholders to address shareholder financial concerns and inquiries.<br>• Ensure timely and accurate completion of audits and fiscal year-end processes.<br>• Provide guidance and support during peak operational months, and manage downtime effectively for organizational upkeep.<br>• Collaborate with an assistant and external accounting firms to streamline financial processes.<br>• Demonstrate teamwork and a commitment to excellence while working in a dynamic team setting.
<p>Are you passionate about making a difference in your community? Our nonprofit organization is searching for a dedicated Administrative Assistant to help support our mission-driven team. This is an exciting opportunity to play a critical role in advancing programs that impact lives.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Provide comprehensive administrative support including managing calendars, handling correspondence, and organizing meetings and events.</li><li>Maintain database records, track donations, and prepare reports for internal and external stakeholders.</li><li>Assist with communications—draft emails, create newsletters, and update website or social media as needed.</li><li>Help coordinate volunteer activities and support fundraising initiatives.</li><li>Liaise with board members, donors, community partners, and program staff to ensure organizational needs are met.</li><li>Perform general office duties such as ordering supplies, filing, and maintaining a welcoming environment for guests and staff.</li></ul><p><br></p>
