<p>Our client, a well-established financial services firm in San Diego, is seeking a detail-oriented and professional <strong>Office Administrator</strong> to manage day-to-day office operations and provide administrative support to the leadership and financial teams. This role ensures the office runs efficiently while supporting staff and clients with professionalism and discretion.</p><p><strong>Responsibilities</strong></p><ul><li>Serve as the first point of contact for clients, vendors, and visitors, maintaining a professional and welcoming environment.</li><li>Manage office operations including mail, supplies, equipment, and vendor coordination.</li><li>Support leadership and financial teams with calendar management, travel arrangements, and meeting coordination.</li><li>Prepare reports, presentations, and documentation related to client accounts, meetings, and internal operations.</li><li>Assist with onboarding new employees, maintaining personnel records, and coordinating office-related HR activities.</li><li>Maintain filing systems, both digital and physical, ensuring confidentiality and compliance with regulatory requirements.</li><li>Organize and coordinate internal events, team meetings, and client-facing gatherings.</li><li>Provide general administrative support, including expense tracking, data entry, and ad hoc projects.</li><li>Ensure office policies and procedures are followed and identify opportunities for process improvements.</li></ul><p><br></p>

<p><strong>Qualifications</strong></p><ul><li>2+ years of experience in office administration, preferably in a financial or professional services environment.</li><li>Strong organizational and multitasking skills, with attention to detail and accuracy.</li><li>Excellent written and verbal communication skills.</li><li>Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint); familiarity with financial software or CRM platforms preferred.</li><li>Ability to handle sensitive and confidential information with discretion.</li><li>Professional demeanor and a proactive, problem-solving mindset.</li><li>Associate’s or Bachelor’s degree preferred, or equivalent relevant experience.</li></ul><p><br></p>

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