We are looking for an experienced Senior Administrative Assistant to join our team in Walnut Creek, California. This position is ideal for a detail-oriented individual with exceptional organizational skills and a passion for delivering high-quality administrative support. The role involves assisting with client account management, providing administrative support, ensuring compliance with industry regulations, and fostering effective team collaboration. Senior Administrative Assistant Responsibilities:1. Account Management:• Assist with the onboarding of new clients by preparing necessary custodian paperwork and ensuring all required documents are properly completed.• Handle account maintenance tasks, such as updating client contact information and responding to general client inquires.2. Administrative Support:• Provide administrative support including scheduling, preparing for, and possibly attending prospect/client meetings.• Ensure accurate documentation of all prospect/client/vendor interactions and tasks within the firm’s CRM.3. Communication:• Serve as the client’s primary point of contact for account questions.• Proactively reach out to clients to ensure all service needs are met, addressing concerns in a professional and timely manner.4. Compliance:• Ensure compliance with industry regulations and company policies by following policies and procedures outlined by the MCS and/or Chief Compliance Officer (CCO).• Monitor client account activity to detect and resolve compliance issues.5. Team Collaboration:• Work closely with advisors, other CSAs, and the operations department to ensure seamless client experiences.• Participate in team meetings to discuss best practices and solutions for improving client service delivery.• Assist with special projects assigned by direct management and the CCO. If you are interested in applying to our Senior Administrative Assistant Position, please submit your resume today!

• Proven experience in administrative assistance, particularly in managing schedules and organizing meetings. • Strong skills in account management and client relationship building. • Proficiency in preparing reports, handling custodian paperwork, and maintaining accurate documentation. • Exceptional communication skills with the ability to address client concerns professionally and efficiently. • Knowledge of compliance standards and regulations within the investment advisory industry. • Capable of working collaboratively with diverse teams to achieve seamless service delivery. • Adept at managing multiple priorities and maintaining attention to detail in a fast-paced environment. • Familiarity with travel arrangements, conference call coordination, and import/export documentation processes.

<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 <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.

Walnut Creek, CA
onsite
Contract / Temporary to Hire
34.00 - 40.00 USD / Hourly
We are looking for an experienced Senior Administrative Assistant to join our team in Walnut Creek, California. This position is ideal for a detail-oriented individual with exceptional organizational skills and a passion for delivering high-quality administrative support. The role involves assisting with client account management, providing administrative support, ensuring compliance with industry regulations, and fostering effective team collaboration. Senior Administrative Assistant Responsibilities:1. Account Management:• Assist with the onboarding of new clients by preparing necessary custodian paperwork and ensuring all required documents are properly completed.• Handle account maintenance tasks, such as updating client contact information and responding to general client inquires.2. Administrative Support:• Provide administrative support including scheduling, preparing for, and possibly attending prospect/client meetings.• Ensure accurate documentation of all prospect/client/vendor interactions and tasks within the firm’s CRM.3. Communication:• Serve as the client’s primary point of contact for account questions.• Proactively reach out to clients to ensure all service needs are met, addressing concerns in a professional and timely manner.4. Compliance:• Ensure compliance with industry regulations and company policies by following policies and procedures outlined by the MCS and/or Chief Compliance Officer (CCO).• Monitor client account activity to detect and resolve compliance issues.5. Team Collaboration:• Work closely with advisors, other CSAs, and the operations department to ensure seamless client experiences.• Participate in team meetings to discuss best practices and solutions for improving client service delivery.• Assist with special projects assigned by direct management and the CCO. If you are interested in applying to our Senior Administrative Assistant Position, please submit your resume today!
2025-10-17T00:23:59Z