<p>We are looking for a detail-oriented Legal Secretary to join our team in Sacramento, California. This role is essential in providing administrative and legal support within the litigation sector. The ideal candidate will thrive in a fast-paced environment and possess exceptional organizational and communication skills.<strong> This exciting position is HYBRID, 2 days onsite after training! </strong></p><p><br></p><p>Responsibilities:</p><p>• Prepare, format, and edit legal documents and correspondence with a high level of accuracy.</p><p>• Manage case files and maintain comprehensive records for litigation matters.</p><p>• Coordinate schedules and appointments for attorneys, ensuring efficient time management.</p><p>• Communicate effectively with clients, opposing counsel, and court personnel regarding case-related matters.</p><p>• Handle billing processes, including tracking time entries and preparing invoices.</p><p>• File legal documents with courts and agencies, adhering to deadlines and procedural requirements.</p><p>• Conduct research to support case preparation and provide attorneys with relevant information.</p><p>• Maintain confidentiality and uphold ethical standards in all legal matters.</p><p>• Assist with administrative tasks, such as answering phone calls and managing office supplies.</p>
We are looking for a skilled Legal Secretary to join our team in Sacramento, California, on a long-term contract basis. The ideal candidate will bring expertise in legal administrative tasks and demonstrate exceptional organizational skills. This position offers an opportunity to support legal professionals in a dynamic and detail-oriented services environment.<br><br>Responsibilities:<br>• Manage court filings and e-filing processes with accuracy and efficiency.<br>• Organize and maintain legal calendars, ensuring deadlines and appointments are tracked effectively.<br>• Prepare legal documents and correspondence based on dictation and other instructions.<br>• Coordinate scheduling and communication between attorneys, clients, and court personnel.<br>• Maintain and update case files to ensure all records are current and accessible.<br>• Assist in drafting and formatting legal pleadings and contracts.<br>• Conduct administrative tasks such as answering calls, managing emails, and handling office supplies.<br>• Ensure compliance with legal procedures and deadlines.<br>• Provide support in organizing meetings and preparing agendas.<br>• Perform other administrative duties to support the smooth operation of legal services.
We are looking for a detail-oriented Legal Secretary to join our team in Sacramento, California. This is a long-term contract opportunity for an individual who excels in providing administrative support within a legal setting. The ideal candidate will bring expertise in court filings, e-filing, and calendar management while ensuring the seamless operation of daily tasks.<br><br>Responsibilities:<br>• Prepare and file legal documents electronically, ensuring accuracy and compliance with court requirements.<br>• Manage court filings and deadlines to maintain timely submissions.<br>• Coordinate and maintain attorneys' calendars, including scheduling meetings, hearings, and appointments.<br>• Transcribe dictation to draft legal correspondence and documents.<br>• Act as a point of contact for communication with courts, clients, and other legal professionals.<br>• Organize and maintain physical and digital case files for easy access and reference.<br>• Conduct basic research to support legal proceedings and document preparation.<br>• Assist with administrative tasks such as photocopying, scanning, and document distribution.<br>• Monitor changes in court procedures and ensure adherence to updated filing protocols.
We are looking for a highly organized and detail-oriented Legal Secretary to join our team on a long-term contract basis. This role is based in Sacramento, California, and requires expertise in providing administrative and legal support to attorneys. The ideal candidate will bring strong skills in e-filing, calendar management, and document preparation to ensure seamless operations within the legal team.<br><br>Responsibilities:<br>• Prepare, proofread, and format legal documents, ensuring accuracy and compliance with court requirements.<br>• Handle electronic filing (e-filing) of legal documents with state and federal courts.<br>• Manage attorneys’ calendars, including scheduling meetings, court dates, and deadlines.<br>• Coordinate and track court filings to ensure timely submissions.<br>• Transcribe dictations and prepare correspondence as needed.<br>• Maintain organized case files and manage document storage systems.<br>• Communicate effectively with clients, court personnel, and other legal professionals.<br>• Assist with the preparation of trial materials, exhibits, and other legal documentation.<br>• Monitor and prioritize incoming communications, including emails and phone calls.<br>• Perform general administrative tasks, such as processing invoices and managing office supplies.
<p>Collegial growing firm is seeking a tech-savvy Legal Secretary to join their boutique law firm in Sacramento, California. In this role, you will provide critical administrative support to attorneys by managing calendars, creating and revising legal documents, and ensuring all correspondence adheres to the firm’s high standards. This is a unique opportunity to work in a non-litigation-focused environment with high-profile clients while contributing to a collegial and dynamic team.</p><p><br></p><p>Responsibilities:</p><p>• Draft, format, and revise correspondence, reports, and legal documents, ensuring accuracy and adherence to firm guidelines.</p><p>• Manage attorney schedules and calendars, coordinating meetings and appointments efficiently.</p><p>• Proofread and edit documents for grammar, punctuation, and style consistency.</p><p>• Utilize advanced features of Microsoft Office to create complex tables, headings, and tables of contents.</p><p>• Analyze data and compile reports as needed for attorneys and clients.</p><p>• Maintain confidentiality of sensitive client information and uphold the firm’s high standards.</p><p>• Collaborate with multiple attorneys to support their administrative needs while managing competing priorities.</p><p>• Ensure timely and accurate completion of assigned tasks with strong attention to detail.</p>
<p>A polished and growing insurance defense law firm in Walnut Creek is seeking a Legal Secretary to join their team. This is an exciting opportunity to become part of a family-oriented, collaborative office culture with a strong reputation in the Bay Area legal community.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare, proofread, and format motions, pleadings, discovery, and correspondence</li><li>Manage E-filing in state and federal courts</li><li>Handle trial preparation, including exhibits, witness coordination, and case files</li><li>Maintain attorney calendars, deadlines, and case schedules</li><li>Provide administrative and litigation support to attorneys and paralegals</li></ul>
<p>Our client, a well-respected firm in downtown Sacramento is looking for a Corporate Legal Secretary. They are onsite 5 days/week, collegial work environment, and competitive compensation. </p><p><br></p><p><strong><u>Responsibilities</u></strong></p><p>· Performs secretarial and clerical duties.</p><p>· Processes mail daily. </p><p>· Handles phone calls for attorneys and paralegals.</p><p>· Responds to and generates email messages.</p><p>· Transcription from dictation and voicemail.</p><p>· Drafts routine correspondence and documents on own initiative for approval by attorneys.</p><p>· Schedules appointments and other events.</p><p>· Receives clients arriving for appointments (including beverages).</p><p>· Maintains electronic calendar for attorneys and self.</p><p>· Enters attorneys’ time electronically.</p><p>· Makes travel arrangements, hotel reservations and continuing education registrations for attorneys.</p><p>· Familiarity with law libraries.</p><p>· Familiarity with Courts, Secretary of State and County Recorder filing procedures and requirements.</p><p>· Familiarity with Internet usage.</p><p>· Performs conflicts checks for potential new clients and existing clients.</p><p>· Perfects documents for filing with various administrative agencies; files such documents and follow through as necessary.</p><p>· Prepares and edits complex Word and Excel documents, including preparation of indices and tables of contents.</p><p>· Opens New Client / Matters in accordance with firm procedure.</p><p>· Creates and maintains files, keeps records and prepares reports as requested.</p><p>· Performs other duties as required. </p>
<p>Our client, a well-respected firm in Sacramento is looking for a transactional secretary. </p><p>Responsibilities </p><ul><li>Performs secretarial and clerical duties. </li><li>Processes mail daily. </li><li>Handles phone calls for attorneys and paralegals. </li><li>Responds to and generates email messages. </li><li>Transcription from dictation and voicemail. </li><li>Drafts routine correspondence and documents on own initiative for approval by attorneys. </li><li>Schedules appointments and other events. </li><li>Receives clients arriving for appointments (including beverages). </li><li>Maintains electronic calendar for attorneys and self. </li><li>Enters attorneys’ time electronically. </li><li>Makes travel arrangements, hotel reservations and continuing education registrations for attorneys. </li><li>Familiarity with law libraries. </li><li>Familiarity with Courts, Secretary of State and County Recorder filing procedures and requirements. </li><li>Familiarity with Internet usage. Performs conflicts checks for potential new clients and existing clients. </li><li>Perfects documents for filing with various administrative agencies; files such documents and follow through as necessary. </li><li>Prepares and edits complex Word and Excel documents, including preparation of indices and tables of contents. </li><li>Opens New Client / Matters in accordance with firm procedure. </li><li>Creates and maintains files, keeps records and prepares reports as requested. </li><li>Performs other duties as required </li></ul>
<p>Our client, a well respected firm in downtown Sacramento, is seeking a Tax Secretary to join the team. The ideal candidate will provide administrative and clerical support to tax attorneys. This role requires strong multitasking skills, proficiency in legal and tax-related documentation, and the ability to maintain confidentiality.</p><p>Key Responsibilities:</p><p>Document Preparation & Filing</p><p>• Drafting, proofreading, and formatting legal documents, including tax filings, petitions, and memoranda.</p><p>• Filing legal documents with courts, tax authorities, and government agencies.</p><p>• Assisting with tax return preparation, extensions, and other tax-related filings.</p><p>Administrative Support</p><p>• Managing attorney calendars, scheduling meetings, and tracking important tax deadlines.</p><p>• Organizing and maintaining client files, both digital and physical.</p><p>• Handling client correspondence, phone calls, and emails in a professional manner.</p><p>• Coordinating travel arrangements and meeting logistics for attorneys.</p><p>Billing & Financial Tracking</p><p>• Assisting with client billing, expense tracking, and invoicing.</p><p>• Preparing reports related to tax cases and financial matters.</p><p>Legal Research & Compliance</p><p>• Conducting basic legal research on tax laws, regulations, and case precedents.</p><p>• Ensuring compliance with federal, state, and local tax regulations.</p><p>Client Communication</p><p>• Acting as a point of contact between attorneys, clients, and government agencies such as the IRS, California Franchise Tax Board (FTB), and the State Board of Equalization (BOE).</p><p><br></p>
<p>We are looking for a skilled Legal Assistant to join a growing team in Sacramento, California. This permanent, in-office role supports a dynamic group of attorneys and plays a crucial part in our boutique labor and employment law firm, specializing in public sector labor law. If you have a passion for legal work and enjoy working in a fast-paced environment, this position is a great opportunity to contribute to meaningful cases.</p><p><br></p><p>Responsibilities:</p><p>• Prepare legal documents such as pleadings, discovery, correspondence, and memoranda with precision and attention to detail.</p><p>• Manage attorneys' time entries and expense reporting efficiently.</p><p>• Handle client intake processes, ensuring accurate and organized documentation.</p><p>• Oversee docketing and calendaring activities to maintain compliance with deadlines and court schedules.</p><p>• Maintain client files in the case management system, ensuring accessibility and accuracy.</p><p>• Conduct research to support case preparation and legal strategies.</p><p>• Perform electronic filing and submission of court documents at the state, federal, and appellate levels.</p><p>• Collaborate with administrative agencies and assist in criminal law-related tasks when required.</p><p>• Format, proofread, and edit documents for grammar, spelling, and proper structure.</p><p>• Provide additional legal support duties as needed to meet team objectives.</p>
<p>We are offering an opportunity for an experienced Paralegal to join our team in Sacramento, California. In this role, you will be integral to our complex litigation team, working extensively with large collections of Electronically Stored Information (ESI) and managing the eDiscovery process. This role requires advanced technical skills, excellent organizational skills, and the ability to work in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage and organize large volumes of documents, including significant collections of ESI.</p><p>• Utilize eDiscovery platforms and advanced technical skills with several programs.</p><p>• Exhibit advanced proficiency with Microsoft Word, Excel, Outlook, PowerPoint, and document management systems.</p><p>• Coordinate the collection of ESI, evaluate and process complex data for document review.</p><p>• Prepare productions and/or data load files as a critical part of the job.</p><p>• Familiarize yourself with trial presentation software (such as Trial Director or Sanction), Filesite, Access, and Forte.</p><p>• Learn and adapt to other software systems that support a busy litigation practice.</p><p>• Multitask in a professional, team environment while demonstrating a deep commitment to client service and producing a high-quality work product.</p><p>• Utilize skills such as e-Discovery, Document Production, and Relativity.</p>
Candidates who possess the ability to think critically while providing research and administrative support might thrive in this Paralegal position. This immediate Paralegal position via Robert Half is for candidates with a passion for the legal field. Candidates in the Sacramento, California area may be interested in applying for this permanent opportunity. The ideal candidate for this position is motivated, and exercises focus, good computer skills, and organizational qualities.<br><br>Major responsibilities<br><br>- Research and analyze intricate legal documents<br><br>- Ability to effectively prioritize and organize a substantial amount of work<br><br>- Assist attorney with a variety of case tasks<br><br>- Data base management of all relevant documents
We are looking for a dedicated and detail-oriented Paralegal to join our busy Family Law firm in Roseville, California. This role requires someone who is compassionate, ethical, and capable of working independently while knowing when to seek collaboration. The ideal candidate will be passionate about supporting clients through challenging times and possess excellent organizational and communication skills.<br><br>Responsibilities:<br>• Prepare trial exhibits with accuracy and attention to detail.<br>• File legal documents with the court in a timely and organized manner.<br>• Manage and maintain client files, ensuring all records are up-to-date.<br>• Track billable hours effectively and provide detailed reporting.<br>• Draft pleadings and other legal documents with precision.<br>• Assist in preparing discovery materials and compiling necessary information.<br>• Perform general paralegal duties as needed to support the firm.<br>• Utilize software such as Judicial Council Forms, Excel, Adobe Acrobat DC, and Word to complete tasks efficiently.<br>• Collaborate with attorneys and staff to ensure smooth workflow and case management.
<p>Reputable estate planning firm is seeking an experienced trust administration paralegal to join their team. This position is full-time in the office with no overtime. This is a perfect opportunity for someone who is seeking a collaborative and supportive environment that promotes a healthy work life balance. </p><p><br></p><p>Responsibilities:</p><p>• Handle the preparation and drafting of various legal documents related to estate planning</p><p>• Coordinate and manage the probate and estate administration process</p><p>• Perform legal research and analysis on relevant laws and regulations pertaining to estate planning and administration</p><p>• Collaborate with the legal team to ensure efficient processing and execution of estate plans</p><p>• Maintain accurate and up-to-date client records and files</p><p>• Address client inquiries and concerns promptly and professionally</p><p>• Monitor ongoing cases and report any significant changes or issues</p><p>• Work closely with attorneys to prepare for court proceedings</p><p>• Ensure compliance with all legal standards and regulations related to estate planning and probate administration</p><p>• Assist in the development and implementation of improved workflow processes within the legal team.</p>
<p>Our client, a well-respected firm in downtown Sacramento is looking for an Estate Planning Secretary. This is a vital role in managing administrative and clerical duties related to estate planning. The workplace is a dynamic and fast-paced environment where you will be handling client relations, managing schedules, and drafting important documents.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage and process incoming and outgoing mail efficiently</p><p>• Handle phone calls for attorneys, ensuring effective communication</p><p>• Draft routine documents and correspondence for attorney approval</p><p>• Organize and schedule appointments and events to ensure smooth operations</p><p>• Welcome and assist clients, providing a detail-oriented and friendly service</p><p>• Maintain electronic calendars for attorneys, ensuring schedules are up-to-date</p><p>• Oversee new client onboarding, ensuring all procedures are correctly followed</p><p>• Draft and prepare firm engagement letters, ensuring all necessary details are included</p><p>• Create and maintain files, keeping accurate records, and generate reports as requested</p><p>• Provide coverage for additional attorneys as required, demonstrating flexibility and teamwork</p>
<p>Innovative candidates with an interest in the legal field might thrive in this Trusts and Estates Paralegal position. If you are highly organized and efficient, there is an immediate opening for a Paralegal you might be interested in. Based in the Sacramento area, this position is a permanent role. The solution to advancing your career could be in this position—if you possess a strong drive to succeed, savvy computer skills, and the ability to effectively prioritize.</p><p><br></p><p>Responsibilities</p><p><br></p><p>- Ability to prioritize, organize and handle heavy workload</p><p><br></p><p>- Data base management of all relevant documents</p><p><br></p><p>- Study, analyze and review complex legal documents</p><p><br></p><p>- Assist attorney with a variety of case tasks</p>
We are seeking a Paralegal to join our team in Walnut Creek, California. This role is crucial to our operations, requiring the successful candidate to have a solid understanding of legal procedures, excellent case management skills, and the ability to handle complaints effectively. <br><br>Responsibilities:<br><br>• Handle all aspects of litigation, including filing lawsuits, preparing legal documents, and managing court proceedings.<br>• Utilize case management software to effectively handle all cases.<br>• Use LexisNexis for legal research and to stay current on relevant laws and regulations.<br>• Create and manage Excel spreadsheets to track case progression and client information.<br>• Oversee billing functions to ensure all legal services are accurately billed and collected.<br>• Draft and prepare legal briefings for review by attorneys.<br>• Manage calendars and schedule meetings, court dates, and other important events.<br>• Administer claims and handle all aspects of complaint resolution.<br>• Utilize Adobe Acrobat for document management purposes.<br>• Ensure all actions taken in carrying out responsibilities support the goal of providing excellent client service.
<p>We are looking for a detail-oriented Payroll Clerk to join our team in the Folsom/EDH area. In this role, you will be responsible for managing payroll processes with accuracy and ensuring compliance with relevant regulations. The ideal candidate will bring expertise in full-cycle payroll within the construction industry and a strong understanding of certified payroll and prevailing wage practices.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Process employee payroll accurately and on time, adhering to company policies and legal requirements.</p><p>• Manage the full-cycle payroll process, including data entry, calculations, and reporting.</p><p>• Handle garnishments and other deductions, ensuring compliance with applicable laws.</p><p>• Prepare certified payroll reports and documentation for government agencies.</p><p>• Maintain records related to prevailing wages and ensure compliance with labor standards.</p><p>• Address payroll-related inquiries from employees and resolve discrepancies promptly.</p><p>• Collaborate with HR and accounting teams to ensure seamless payroll operations.</p><p>• Stay updated on changes in payroll regulations and implement necessary adjustments.</p><p>• Verify and audit payroll data to ensure accuracy and compliance.</p><p>• Assist with year-end payroll reporting and tax filings as required</p>
<p>Administrative Assistant (Contract)</p><p><br></p><p>We are seeking a meticulous and patient Administrative Assistant to join our team in Elk Grove, California, on a contract basis. This role is pivotal in ensuring seamless front desk operations and supporting critical administrative functions. The ideal candidate excels in a dynamic environment, demonstrates strong organizational skills, and is adept at managing detailed and specific tasks.</p><p><br></p><p>Responsibilities:</p><ul><li><strong>Front Desk Management</strong>: Act as the primary point of contact, warmly greeting visitors, answering inbound calls promptly, and directing inquiries to the appropriate team members.</li><li><strong>Invoicing and Vendor Payments</strong>: Prepare, process, and track invoices with precision, ensuring timely vendor payments and accurate financial documentation.</li><li><strong>Mail Handling</strong>: Manage all incoming and outgoing mail, ensuring proper distribution and organization.</li><li><strong>Supplies Management</strong>: Monitor and maintain office supplies and inventory, placing orders to ensure consistent availability.</li><li><strong>Administrative Coordination</strong>: Organize schedules, appointments, and meetings to support efficient office operations.</li><li><strong>Data and Documentation</strong>: Perform accurate data entry and maintain organized records and databases in compliance with company policies.</li><li><strong>Process Optimization</strong>: Work closely with team members to streamline workflows and enhance operational efficiency.</li><li><strong>Special Projects</strong>: Assist with ad hoc administrative tasks and special projects as needed, demonstrating flexibility and attention to detail.</li></ul><p><br></p>
<p>Robert Half's client in Walnut Creek, CA is seeking a contract-to-hire Administrative Assistant. The Assistant will provide support for all programs by enforcing policies and assisting with implementation of the programs. This role will work collaboratively with Senior Programs Associate; Programs Associates and State Chairs. The focus will be on providing support to all stakeholders throughout the year. </p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Knowledgeable on all company Programs Policies and Procedures </p><p>• Provide phone support to teachers, parents and students</p><p>• Provide customer support in Zendesk</p><p>• Provide back up to Administrative Assistant with materials sales</p><p>• Create technical documents and support tools</p><p>• Assist with certificate organization and distribution</p><p>• Assist with the facilitation of in person and online Certificate of Merit testing</p><p>• Review all program materials for Convention in hardcopy and digital forms</p><p>• Assist with membership renewals customer service (seasonally) </p><p>• Assist with Membership Department’s archiving project</p><p><br></p><p>Requirements:</p><p>• Travel to Certificate of Merit and other Program testing locations</p><p>• Travel to the annual Convention every year on or around Fourth of July</p><p>• Overtime required during the Convention Week</p><p>• Overtime required on weekends during the months of January, February and March</p><p>QUALIFICATIONS AND EDUCATION REQUIREMENTS</p><p>• BA in English, Business or related field a plus</p><p>• Excellent written and verbal communication skills</p><p>• Proficiency in Microsoft Office, Zendesk, and Google Docs</p><p>• Experience with databases</p><p>PREFERRED SKILLS</p><p>• Time management skills</p><p>• Experience with Project Management software</p><p>• Able to work collaboratively and independently</p><p><br></p><p>If you are interested in this Administrative Assistant position, please submit your resume today!</p>
<p>We are looking for a highly organized and detail-oriented Office Assistant to join a dynamic team in Pleasant Hill, California. This long-term contract opportunity offers the chance to support daily office operations in a fast-paced environment, working closely with various departments to ensure smooth workflows. The role requires a proactive approach to multitasking and excellent communication skills to support the company's clients and internal teams.</p><p><br></p><p>Office Assistant Responsibilities Include:</p><p>• Provide comprehensive administrative support, including scheduling appointments and managing calendars.</p><p>• Operate and maintain office equipment such as scanners, copiers, and phones with 1-10 lines.</p><p>• Handle mail processing tasks, including sorting, distributing, and inter-office delivery.</p><p>• Maintain accurate records and ensure proper filing and scanning of documents.</p><p>• Assist with email correspondence and maintain clear and effective communication with clients and team members.</p><p>• Perform data entry and basic typing tasks with attention to detail and accuracy.</p><p>• Support workers’ compensation-related administrative processes as needed.</p><p>• Utilize Microsoft Office Suite, including Word, Excel, and Outlook, to complete office tasks efficiently.</p><p>• Manage and update records to ensure data accuracy and compliance.</p><p>• Assist in maintaining a clean and organized work environment.</p><p><br></p><p>If you are interested in this Office Assistant opportunity, please submit your resume today!</p>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Auburn, California. In this role, you will play a key part in supporting executive operations by managing schedules, coordinating business activities, and overseeing billing tasks. This position requires someone who thrives in a dynamic environment and is committed to ensuring smooth organizational workflows.<br><br>Responsibilities:<br>• Manage and organize the executive’s calendar, including scheduling meetings, appointments, and travel arrangements.<br>• Coordinate business activities and ensure deadlines and priorities are consistently met.<br>• Handle billing processes such as preparing invoices, tracking payments, and maintaining accurate records.<br>• Provide administrative support by answering inbound calls and responding to correspondence.<br>• Perform data entry tasks to maintain and update organizational records.<br>• Assist with receptionist duties, including greeting visitors and managing front-office operations.<br>• Utilize software tools and technology to streamline administrative tasks and enhance efficiency.<br>• Maintain a high level of discretion and professionalism when handling sensitive information.<br>• Collaborate with team members to support overall organizational goals and initiatives.
<p>As the Administrative & Client Service Coordinato<strong>r</strong>, you will serve as the first point of contact for our clients and guests, ensuring that every interaction leaves a lasting, positive impression. In this role, you’ll manage the front office, oversee administrative duties, and provide key support to our client service team. This is an excellent opportunity for someone who is highly organized, proactive, and values fostering strong relationships with clients and team members alike.</p><p><br></p><p><strong>Administrative & Client Coordinator Key Responsibilities:</strong></p><p><strong>Reception & Office Administration:</strong></p><ul><li>Greet and warmly welcome clients, visitors, and guests upon arrival.</li><li>Answer and route incoming phone calls promptly and courteously.</li><li>Schedule, confirm, and coordinate client and internal appointments; manage the office calendar.</li><li>Maintain a clean, professional, and organized front office environment.</li><li>Handle mail, packages, and office supplies, ensuring seamless day-to-day operations.</li><li>Prepare meeting spaces and refreshments to create a welcoming environment.</li><li>Support team members with general administrative tasks (filing, scanning, data entry, etc.).</li></ul><p><strong>Client Service Support:</strong></p><ul><li>Assist with onboarding new clients, including preparing welcome packets and coordinating necessary paperwork.</li><li>Maintain accurate and up-to-date client records in the firm's CRM system (Salesforce).</li><li>Help facilitate account-related tasks, such as processing beneficiary updates or wire transfer documentation.</li><li>Prepare client-facing materials, reports, and correspondence ahead of advisor meetings.</li><li>Follow up with clients on pending requests, ensuring timely resolution and excellent customer experience.</li><li>Maintain compliance and confidentiality standards in all client interactions.</li></ul><p>If you are interested in this Administrative & Client Coordinator position, apply today!</p>
We are looking for a detail-oriented Administrative Coordinator to join our team on a contract basis in Rancho Cordova, California. In this role, you will provide essential administrative support across multiple departments, ensuring smooth operations and effective communication. This position is ideal for someone who thrives in a collaborative environment and is eager to learn and master new technologies to enhance productivity.<br><br>Responsibilities:<br>• Support membership staff with onboarding processes, dues renewal management, and maintaining accurate member records within the database.<br>• Assist in administrative tasks related to continuing education programs, ensuring timely coordination and support.<br>• Execute assigned responsibilities for the annual tax seminar, including preparation and logistical support.<br>• Process accounts payable and incoming payments under the guidance of the Senior Accountant, and provide additional financial support as needed.<br>• Prepare and distribute administrative reports and communications under the supervision of the Executive Vice President, ensuring accurate dissemination of information to volunteers statewide.<br>• Manage incoming mail, process product orders from the website, and ensure timely fulfillment.<br>• Collaborate with the Executive Vice President to oversee all aspects of office management and staff coordination.<br>• Utilize various technology tools such as Microsoft Office, Adobe Acrobat, and cloud-based platforms to streamline administrative workflows and maintain consistent formatting.<br>• Maintain effective communication and coordination with team members as part of a remote work environment.<br>• Ensure adherence to organizational standards of courtesy, respect, and patience in all interactions.
