<p>Are you an organized and proactive professional with exceptional multitasking abilities? Do you excel in providing high-level executive support in a fast-paced, dynamic environment? If so, Robert Half is seeking a detail-oriented <strong>Executive Assistant</strong> to join a local and growing organization! In this critical role, you’ll act as the right hand to senior management, ensuring seamless operations and enabling executive leaders to focus on strategic goals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Executive Support:</strong> Manage complex calendars, prioritize meeting requests, and align schedules with organizational priorities.</li><li><strong>Communication Management:</strong> Coordinate internal and external communications, including drafting emails, managing correspondence, and preparing presentations.</li><li><strong>Travel Arrangements:</strong> Organize domestic and international travel, including flight bookings, accommodations, and itineraries.</li><li><strong>Meeting Coordination:</strong> Schedule, prepare for, and support meetings, conferences, and events. This includes taking minutes and following up on action items.</li><li><strong>Confidentiality:</strong> Handle sensitive information with the utmost discretion and professionalism.</li><li><strong>Project Assistance:</strong> Assist with special projects, research, and reporting, ensuring deadlines are met.</li><li><strong>Office Management:</strong> Liaise with vendors, order supplies, and ensure the executive’s workspace is equipped and efficient.</li></ul><p><br></p>
<p>Are you passionate about making a difference in your community while supporting visionary leadership? A well-established nonprofit organization in San Diego is seeking a highly skilled Executive Assistant to provide direct support to its Executive Director and leadership team. This organization is deeply rooted in advocacy, education, and community development, and is looking for someone who thrives in a mission-driven environment. As the Executive Assistant, you will be the right hand to the Executive Director, helping manage communications, board relations, scheduling, and strategic initiatives. This is a high-impact role that requires discretion, emotional intelligence, and exceptional organizational skills.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Manage complex calendars, travel arrangements, and meeting logistics.</li><li>Serve as liaison between the Executive Director and internal/external stakeholders.</li><li>Prepare and edit correspondence, reports, presentations, and donor communications.</li><li>Coordinate board meetings, take minutes, and manage follow-up actions.</li><li>Support fundraising efforts and donor engagement activities.</li><li>Maintain confidential records and sensitive information.</li><li>Assist with special projects and strategic initiatives.</li></ul>
<p>Our client is seeking a highly skilled Executive Assistant to support their CEO. This is a direct hire opportunity with a company known for its innovative approach, high-performance culture, and commitment to excellence.</p><p>This role is ideal for a proactive, resourceful professional who thrives in a fast-paced, dynamic environment and is comfortable supporting high-level leadership with professionalism, confidentiality, and poise.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage complex travel arrangements, including real-time changes and detailed itineraries</li><li>Coordinate and manage a dynamic calendar, prioritizing both internal and external meetings</li><li>Plan and organize high-level events, client engagements, offsite meetings, and executive functions</li><li>Draft and manage correspondence; monitor and respond to the CEO’s inbox as appropriate</li><li>Prepare and distribute meeting agendas and presentation materials</li><li>Arrange logistics for meetings, conferences, and team offsites</li><li>Notarize documents as needed</li><li>Complete and manage expense reports through Concur</li><li>Maintain contact databases in Outlook and CRM systems</li><li>Track deadlines, follow up on tasks, and manage timelines across projects</li><li>Collaborate closely with other administrative professionals for coordinated support</li><li>Support special projects and strategic initiatives as assigned</li></ul><p><br></p>
<p>We are seeking a highly organized and proactive <strong>Executive Administrative Assistant</strong> to support senior leadership. In this role, you will handle complex scheduling, communication, and administrative tasks while ensuring the seamless execution of daily activities for executives. Your contribution will be integral to optimizing workflow and maintaining a productive environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Executive Support</strong>: Manage calendars, coordinate meetings, and organize travel arrangements for executives.</li><li><strong>Document Management</strong>: Prepare, proofread, and distribute professional correspondence, reports, and presentations.</li><li><strong>Communication</strong>: Serve as a liaison between executives and internal or external stakeholders.</li><li><strong>Problem-Solving</strong>: Handle sensitive matters with discretion and ensure timely resolution of administrative challenges.</li></ul>
<p>Robert Half is partnered with a well established greater New Orleans construction company in search of an Executive Assistant. We are looking for a dedicated Executive Assistant to provide comprehensive support to the leadership team in a dynamic construction environment. This role requires a proactive individual who can anticipate needs, manage administrative tasks with precision, and contribute to the smooth operation of both personal and detailed responsibilities. This direct hire, permanent position offers a unique opportunity to work closely with company leaders, ensuring their focus remains on strategic initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and manage complex calendars for executives, including scheduling meetings, appointments, and travel arrangements.</p><p>• Organize and prepare agendas, take detailed meeting notes, and ensure follow-up on action items.</p><p>• Communicate on behalf of leadership with internal teams and external stakeholders, maintaining professionalism and confidentiality.</p><p>• Handle a variety of personal and detailed administrative tasks, such as booking appointments, coordinating travel, and managing pet care needs.</p><p>• Run errands and attend in-person meetings to support leadership objectives.</p><p>• Oversee document control by organizing and maintaining both personal and detailed files.</p><p>• Prepare expense reports for executives and assist with financial tracking.</p><p>• Perform light project management duties, ensuring tasks are completed efficiently and on schedule.</p><p>• Support philanthropic initiatives by coordinating events and managing related tasks.</p><p>• Serve as a central point of communication, liaising with healthcare professionals, family members, and vendors as needed.</p>
<p>We are looking for a highly organized and proactive Executive Assistant to join our team. This role will provide essential support to one of the owners by ensuring smooth daily operations and effective communication. As a Contract-to-Permanent position, it offers an excellent opportunity to showcase your skills in a dynamic and fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate comprehensive travel arrangements, including booking flights, accommodations, and transportation.</p><p>• Welcome clients and office guests, ensuring a courteous and friendly experience.</p><p>• Manage and maintain meeting room schedules using Outlook, ensuring availability and organization.</p><p>• Handle all incoming and outgoing mail and packages, maintaining efficiency and accuracy.</p><p>• Attend meetings as requested and prepare detailed minutes for reference and distribution.</p><p>• Schedule and organize meetings for the team, ensuring seamless coordination.</p><p>• Monitor office and kitchen supply levels, placing orders and restocking as needed.</p><p>• Assist in preparing Board of Directors books and presentations, ensuring accuracy and professionalism.</p>
<p><strong>Position Overview:</strong></p><p> Our client, a leading real estate development company, is seeking a highly organized and proactive Executive Assistant to provide support to three or more senior executives. This individual will serve as a trusted partner, managing day-to-day operations, coordinating travel, overseeing vendor relationships, and ensuring seamless office operations. The ideal candidate thrives in a fast-paced environment, demonstrates strong communication and problem-solving skills, and maintains the highest level of professionalism and confidentiality.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide high-level administrative support to 3+ executives, including calendar management, scheduling, and meeting coordination.</li><li>Arrange complex domestic and international travel itineraries, including flights, accommodations, transportation, and meeting logistics.</li><li>Manage vendor relationships and coordinate with service providers to ensure office needs are met efficiently.</li><li>Oversee general office operations, including mail distribution, supply ordering, and equipment maintenance.</li><li>Organize and coordinate company events, executive meetings, and team gatherings.</li><li>Prepare, process, and reconcile expense reports in a timely manner.</li><li>Draft and edit correspondence, presentations, and reports as needed.</li><li>Act as a liaison between executives, internal teams, clients, and external partners.</li><li>Maintain confidentiality and handle sensitive information with discretion.</li><li>Anticipate executive needs and proactively address operational or scheduling conflicts.</li></ul><p><br></p><p><br></p>
We are looking for a highly organized and proactive Executive Assistant to provide exceptional support to two executives within the insurance industry. This Contract-to-Permanent position is based in Washington, District of Columbia, and offers an opportunity to work in a dynamic and fast-paced environment. The ideal candidate will handle a variety of responsibilities, ranging from scheduling to event planning, ensuring smooth operations across multiple time zones.<br><br>Responsibilities:<br>• Manage complex calendars, including scheduling meetings and coordinating across multiple time zones.<br>• Book and coordinate travel arrangements, including flights, hotels, and transportation.<br>• Organize and oversee logistics for executive meetings and company-wide events, such as summits and all-hands meetings.<br>• Prepare and manage expense reports, ensuring timely submission and accuracy.<br>• Collaborate with executives to plan and execute high-level events and gatherings.<br>• Utilize Google Suite tools, such as Google Calendar, Docs, Drive, Slides, and Sheets, to maintain seamless communication and documentation.<br>• Act as a point of contact for internal and external stakeholders, ensuring effective and efficient communication.<br>• Monitor and prioritize incoming correspondence, emails, and requests to ensure prompt action.<br>• Maintain confidentiality and discretion while handling sensitive information.<br>• Ensure smooth day-to-day operations through proactive problem-solving and attention to detail.
<p><br></p><p>We are seeking a highly organized and proactive <strong>Executive Administrative Assistant</strong> to support senior leadership. In this role, you will handle complex scheduling, communication, and administrative tasks while ensuring the seamless execution of daily activities for executives. Your contribution will be integral to optimizing workflow and maintaining a productive environment.</p><p><br></p><ul><li><br></li></ul>
<p>We are looking for a highly organized and detail-oriented Executive Assistant to support the company President in Lynnwood, Washington. This role requires exceptional attention to detail, confidentiality, and the ability to manage a wide range of responsibilities, including administrative tasks, strategic planning, and travel coordination. The ideal candidate will thrive in a fast-paced environment and possess strong interpersonal skills to build effective relationships both inside and outside the organization.</p><p><br></p><p>Responsibilities:</p><p>• Represent the company President with a high level of attention to detail when interacting with clients, responding to inquiries, and coordinating company events.</p><p>• Build and maintain effective relationships with corporate staff, their executive assistants, and key customer executives.</p><p>• Proactively follow up on tasks assigned by the President to ensure timely completion and progress tracking.</p><p>• Organize and coordinate staff meetings, off-site events, and organizational activities with minimal supervision.</p><p>• Manage complex domestic and international travel arrangements for executives, including itineraries, accommodations, and handling disruptions.</p><p>• Oversee the President’s personal schedule using Microsoft Outlook, ensuring meetings are properly arranged and time is allocated for essential tasks.</p><p>• Prepare and submit expense reports for the President, ensuring accuracy and timely submission.</p><p>• Maintain confidentiality and integrity when handling sensitive company information.</p><p>• Attend staff meetings to capture and track action items, following up with responsible parties to ensure completion.</p><p>• Assist in the planning and execution of company events and strategic initiatives.</p><p><br></p><p>The salary range for this position is $118,000 to $155,000 + bonus.</p><p><br></p><p>Benefits:</p><p>Medical/Dental/Vision</p><p>401k + employer contribution</p><p>15 days PTO/Sick time combined</p><p>12 paid holidays + week between Christmas and New Years</p><p><br></p>
<p>We are looking for a detail-oriented and highly organized Executive Assistant to join our team. In this role, you will support executive-level operations by managing schedules, coordinating travel, preparing reports, and handling confidential information. This position requires exceptional communication skills and the ability to work in a fast-paced manufacturing environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage and maintain an active calendar of appointments, ensuring scheduling conflicts are resolved promptly.</p><p>• Coordinate and arrange complex travel plans, itineraries, and related meeting documents.</p><p>• Prepare and assist with confidential correspondence, spreadsheets, and database maintenance.</p><p>• Organize and schedule offsite meetings, ensuring all logistics are handled efficiently.</p><p>• Utilize analytic software and Excel to update operational KPIs and generate reports.</p><p>• Communicate effectively with executives, administrative staff, and line management to convey relevant information.</p><p>• Maintain and organize confidential files and records with a high degree of accuracy and discretion.</p><p>• Perform floor walks to observe operational progress and report back on findings.</p><p>• Assist Operations Directors with schedule management and auditing department boards for accuracy.</p><p>• Ensure deadlines are consistently met with minimal supervision and proactive problem-solving.</p>
<p>Our client is seeking a talented and organized Secretary to join their team and support daily office operations. The ideal candidate will possess exceptional communication skills, a keen eye for detail, and the ability to handle multiple tasks in a fast-paced environment. This role involves coordinating meetings, managing schedules, and performing administrative activities to ensure smooth business operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain and manage schedules, appointments, and calendars for executives and team members.</li><li>Organize meetings, conferences, and events, including logistics coordination.</li><li>Draft correspondence, reports, and documents as required.</li><li>Perform data entry, recordkeeping, and filing activities to maintain accurate records.</li><li>Screen phone calls, emails, and inquiries, and respond or route them appropriately.</li><li>Manage travel arrangements, including booking flights, accommodations, and transportation.</li><li>Serve as the primary point of contact for internal and external communications.</li><li>Assist in maintaining office supplies inventory and order supplies as needed.</li><li>Perform additional administrative duties as assigned.</li></ul><p><br></p>
<p><em>The salary range for this position is $200,000-$210,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>The two biggest things on people’s minds right now: ‘sweater weather season is here!’ and ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Perform initial, detailed review of the quarterly NAV close process and quarterly financial statements prepared by the fund financial analysts inclusive of complex/illiquid assets accounting and valuation, fee and expense review and performance reporting.</li><li>Liaise directly with external auditors throughout the year on complex transactions and accounting conclusions through to the completion of the year-end audited financial statements.</li><li>Research technical accounting issues for compliance; ensure compliance with local, state, and federal government reporting requirements and tax filings.</li><li>Oversee and directly review the work of financial analysts, who perform day to day verification of portfolio transactions and accounting data, inclusive of accounting records, ledgers and reporting systems, ensuring compliance with appropriate GAAP standards and regulatory requirements.</li><li>Assist in the preparation and review of capital calls, distributions and in responding to investor questions and requests for information.</li><li>Work directly with fund controllers to monitor and project future fund cash flows for the treasury management process including capital calls, distributions, and fee calculations, as governed by fund agreements.</li><li>Opportunity to engage with Fund Administrator, traders, brokers, and custodians to the extent any liquid assets are purchased to ensure timely settlement of trades, loans, and monitoring of pending transactions.</li><li>Ensure quality control over financial transactions and financial reporting.</li><li>Active mentorship/coaching of accounting/finance team members; provide technical, hands-on knowledge and skills, as needed.</li><li>Assist with ad-hoc requests / projects within Finance department, from the CAO or CFO, and from the investment professionals, where applicable.</li><li>Work together across the Firm’s finance team in consolidation, management reporting and accounting policy development processes.</li><li>Additional duties and special projects as necessary.</li></ul><p><br></p>
<p>Financial Services organization is looking for an experienced Asst Controller/Senior Accountant to join their team in Manhattan, NY. This position is hybrid (3-4 days) in the office, so seeking locally based candidates only.</p><p><br></p><p>They are seeking a detail-oriented and proactive Fund & Management Company Accountant to support both our investment-level and corporate-level accounting functions. This role is critical in ensuring accurate financial reporting, and compliance with accounting standards and internal controls. You will be responsible for the day-to-day accounting and financial operations of private investment strategies focused on credit investing and the management company. </p><p><br></p><p>Responsibilities:</p><p><br></p><p><u>Fund Accounting</u></p><p>• Oversee the financial reporting process for a credit-focused strategy, including monthly performance estimates, quarterly closing packages, fund allocations, waterfall models, and performance return calculations</p><p>• Coordinate and supervise the fund administrator responsible for investor reporting and related processes.</p><p>• Work closely with Operations to maintain internal financial schedules / shadowing involving trades and leverage facilities</p><p>• Assist in cash management forecasting and budget planning to determine available capital for investment.</p><p>• Review expenses and facilitate the proper allocation across vehicles and assist with vendor payments.</p><p>• Respond to ad-hoc requests from senior management and work on strategic projects</p><p>• Support audit and tax processes, including reviewing financial statement and coordination with auditors and tax advisors.</p><p><u>Management Company Accounting</u></p><p>• Record and reconcile all management company transactions including revenues (management fees, incentive fees) and expenses.</p><p>• Manage intercompany allocations and reimbursements between the management company, GP entities, and the funds.</p><p>• Track payroll, benefits, T& E, and overhead expenses; coordinate with HR/payroll provider.</p><p>• Assist in preparing internal budgets, forecasts, and variance analysis.</p><p>• Support the preparation of financial reports for internal stakeholders and regulatory filings.</p><p><br></p><p>Please send resumes directly to saravana.velayutham@roberthalf(.)com. If you're working with one of my colleagues in the tri-state area, please reach out to them and refer to job reference number 02940-0013232443</p>
<p>We are offering a contract opportunity for an Executive Assistant. In this role, you will be providing comprehensive administrative support in a fast-paced environment, primarily for the CFO. Your tasks will span across different areas such as scheduling, document management, research, and presentation preparation.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assisting the CFO with a variety of administrative duties using Microsoft Office products including Word, Excel, Planner, Teams, PowerPoint, and Outlook</p><p>• Scheduling internal or external meetings and maintaining the CFO's calendar meticulously</p><p>• Documenting policy changes and maintaining up-to-date files</p><p>• Distributing mail and scheduling and coordinating department and group meetings</p><p>• Organizing food and beverage service for meetings/events as necessary</p><p>• Providing support in research and referencing source documents in writing to brief manager on the guidance for presentation to internal, external partners</p><p>• Attending meetings with the supervisor to take notes on significant parts of discussion, issues, and relevant planned future events</p><p>• Utilizing skills in ADP - Financial Services, Cisco Webex Meetings, Concur, CRM, Kronos Timekeeping System, About Time, Calendar Management, Communication, Conference Calls, Correspondence to perform tasks efficiently</p><p>• Performing any other duties as assigned.</p>
<p>A rapidly scaling early-stage venture capital firm is seeking a <strong>Controller</strong> to lead its financial operations during a transformative phase of growth. With over $500 million in assets under management and plans to raise its fifth fund, targeting $2 billion, the firm backs technical founders building groundbreaking companies in enterprise AI, digital health, and industrial automation.</p><p><br></p><p>This is a high-impact, hands-on leadership role reporting directly to the Founding Partner. The Controller will serve as the sole internal finance lead, managing external vendors and advisors, and playing a strategic role in shaping the firm’s financial infrastructure. This position is ideal for a finance professional with the ambition to grow into a CFO role in the near future.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund and management company accounting, including capital calls, distributions, and cash flow coordination.</li><li>Manage relationships with fund administrators (currently Carta and Gryphon; transition planned to Standish).</li><li>Lead audit and tax processes with external providers.</li><li>Maintain and enhance reporting to Limited Partners.</li><li>Build and streamline internal financial controls and operational processes.</li><li>Prepare financial reports and dashboards for internal and external stakeholders.</li><li>Support fund modeling, valuations, and fundraising efforts.</li><li>Act as a strategic financial partner to the firm’s leadership.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Competitive compensation with 20% annual bonuses and carry plan eligibility after one year.</li><li>Comprehensive benefits including health, life, and long-term disability insurance.</li><li>Attractive 401(k) offering.</li><li>Unlimited PTO and flexible hybrid/remote work model.</li><li>Direct path to CFO based on performance.</li><li>Opportunity to shape the financial infrastructure of a high-impact investment fir</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Robert Half is seeking a dedicated <strong>Property Administrator</strong> to support property management teams and ensure the smooth operation of day-to-day activities. This is a fantastic opportunity to work in a fast-paced environment with room for growth and development.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for tenants, vendors, and contractors, addressing inquiries and resolving issues promptly.</li><li>Support property managers with lease administration, tenant communications, and contract tracking.</li><li>Process invoices, track budgets, and ensure timely payments to vendors and contractors.</li><li>Organize and maintain accurate property records, including lease agreements, insurance certificates, and maintenance logs.</li><li>Coordinate property inspections, repairs, and maintenance activities, ensuring compliance with safety and operational standards.</li><li>Assist with developing and maintaining budgets, reports, and other financial documentation.</li><li>Maintain and order office supplies, and ensure the property management office is running efficiently.</li><li>Ensure tenant satisfaction by providing proactive communication and outstanding customer service.</li><li>Handle scheduling tasks, such as coordinating building access for vendors and contractors.</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Fund Accounting Manager </strong>at a <strong>Top Venture Capital Firm</strong>. This is a full-time permanent role based in <strong>Menlo Park</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a <strong>top venture capital </strong>firm in the Bay Area, currently managing billions with the region's best entrepreneurs. Be part of a dynamic, collaborative team, with the added perks of a flexible work schedule, fantastic pay, and great benefits - from fully covered insurance to profit sharing in your 401(k) and even free meals.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Handle Fund and GP ledgers, expenses, accruals, transactions, and allocations.</li><li>Craft quarterly and yearly financial statements.</li><li>Work with finance chiefs and external parties for audits and taxes.</li><li>Monitor cash, manage capital calls, and handle distributions.</li><li>Oversee Fund Admin's reports and answer queries from partners.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Mid-sized stable and growing company in the Cobleskill area is seeking a Controller. Reporting to the CFO, job duties include: monthly financial reporting; budgeting, forecasting and analysis; annual audit; supervising a small team; roll up your sleeves type of environment ; being a member of management and helping to drive and grow the company.</p>
<p>A top plaintiff trial firm is seeking an attorney with 3+ years of civil litigation experience. This Attorney will work <strong>100% remotely</strong> and join a renowned trial team of 20+ attorneys—The firm plans to open an LA office within the next year, and this new Attorney may need to go onsite 2 to 3 days a week when their colleagues are there.</p><p><br></p><p>This Attorney will work as a team on plaintiff sex abuse matters and handle discovery, drafting motions, court appearances, depositions, and trial preparation. The firm's yearly billable requirement is 1900 (internal tracking).</p><p> </p><p>The ideal Attorney will have the following:</p><ul><li>3+ years of California personal injury litigation experience (plaintiff or defense)</li><li>Deposition experience</li><li>Trial preparation experience</li></ul><p><br></p><p>The firm is offering this Attorney a competitive salary package that includes bonuses (one paid out midyear and the other at the end of the year) and benefits (stipend for medical coverage, 401k with profit sharing, CA Bar Dues, MCLEs, paid holidays, 3 weeks PTO, and more)!</p><p><br></p><p>For immediate consideration for this exciting litigation attorney opportunity, please send your resume directly to Assistant Vice President of Direct Hire, Tess Poliakin: Tess.Poliakin< at >RobertHalf.< com ></p><p><br></p>
<p><strong>Position Summary</strong></p><p> The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide range of responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison between the executive team, clients, custodians, and back office, ensuring smooth execution of both daily and strategic tasks. Reports to the CEO’s Advisory Associate.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Family Office & Client Administration</strong></p><ul><li>Manage household payments (utilities, insurance, etc.) and monitor bank balances</li><li>Coordinate fund transfers, property taxes, and insurance procurement</li><li>Assist with personal/business banking needs and archive relevant documents</li></ul><p><strong>Financial Reconciliation & Reporting</strong></p><ul><li>Maintain Excel reconciliations for bank/credit accounts (bi-monthly)</li><li>Support budgeting and prepare annual financial reports</li><li>Reconcile AMEX cards and monitor payment accounts</li></ul><p><strong>Account Opening & Maintenance</strong></p><ul><li>Manage onboarding (NetX360/Pershing), documentation, and compliance coordination</li><li>Track and renew W-8 forms; update client records</li></ul><p><strong>Statement & Documentation Management</strong></p><ul><li>Print, reconcile, and distribute account statements and reports</li></ul><p><strong>Transfers & SLOAs</strong></p><ul><li>Process transfer requests (SLOA, ACH, checks), distributions, and follow-ups</li></ul><p><strong>Invoice & Billing Review</strong></p><ul><li>Track and review fiduciary invoices as needed</li></ul><p><strong>Alternative Investments</strong></p><ul><li>Coordinate subscription agreements, AML docs, capital calls, and online access</li><li>Conduct quarterly reviews and upload K-1s</li></ul><p><strong>Tax Coordination</strong></p><ul><li>Distribute tax documents to CPAs and process estimated tax payments</li></ul><p><strong>Addepar Reporting</strong></p><ul><li>Generate, reconcile, and distribute Addepar reports</li></ul><p><strong>Administrative Support</strong></p><ul><li>Manage CEO’s calendar, travel, events, and reimbursements</li><li>Assist with year-end events, holiday gifting, and monthly reconciliations</li></ul><p><strong>Client Correspondence</strong></p><ul><li>Prepare and send client communications and documentation</li></ul>
<p>Job Title: Office Assistant</p><p>Location: Seattle, WA</p><p>Start Date: ASAP</p><p>Pay: $22/hour</p><p>Schedule: M-F 8:30am - 5:30pm</p><p>Duration: 3-month contract with potential to become permanent based on performance</p><p><br></p><p><strong>About the Role:</strong></p><p>We’re looking for a reliable and experienced Office Assistant to join our team in our brand-new Seattle office, opening on September 8th. This is a great opportunity for someone with strong reprographics experience who enjoys a dynamic and independent work environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong><em><u>Reprographics</u></em></strong> – 75%Operate HP and Xerox multifunction devices</p><p>Manage print jobs, duplications, tab creation, and related copy room tasks</p><p><br></p><p><strong><em><u>Hospitality</u></em></strong> – 25%Set up and clean conference rooms</p><p>Maintain cleanliness of shared spaces and common areas</p><p><br></p><p><strong>Mail Services</strong></p><p>Handle incoming deliveries and coordinate outgoing shipments (FedEx)No digital mail responsibilities</p><p><br></p><p><strong>Workspace Coverage</strong></p><p>Responsible for maintaining services on one floor</p><p>No reception coverage required</p><p><br></p><p><br></p>
<p>support to senior leadership. The ideal candidate will possess excellent organizational, communication, and problem-solving skills while maintaining a polished and professional demeanor.</p><p> </p><p>Key Responsibilities:</p><p> </p><ul><li>Serve as a trusted partner to senior executives by managing calendars, coordinating meetings, and arranging domestic and international travel schedules.</li><li>Oversee correspondence, including drafting emails, preparing presentations, and handling highly confidential information with discretion.</li><li>Act as the main point of contact for internal and external stakeholders, ensuring communications are clear and aligned with executives.</li><li>Organize and execute corporate events, meetings, and off-site functions, ensuring all logistical needs are met.</li><li>Streamline day-to-day operations by managing records, processing documentation, and continuously improving administrative systems.</li><li>Provide support for ad hoc projects and initiatives as needed.</li></ul><p><br></p>
We are looking for an Administrative Assistant to join our team in Cumming, Georgia. This long-term contract position is ideal for a detail-oriented individual with strong organizational and communication skills. The role offers an excellent opportunity to contribute to the smooth operation of office functions while showcasing expertise in administrative support.<br><br>Responsibilities:<br>• Provide comprehensive administrative support to ensure seamless daily office operations.<br>• Handle incoming calls professionally, delivering excellent customer service and accurate information.<br>• Organize and maintain office systems to enhance efficiency and accessibility of resources.<br>• Perform precise data entry and maintain the integrity of information systems.<br>• Utilize Microsoft Excel for data management, reporting, and analysis with intermediate to advanced proficiency.<br>• Manage multiple priorities effectively while maintaining high attention to detail.<br>• Protect sensitive information by adhering to confidentiality standards.<br>• Collaborate with team members to foster a positive and productive work environment.<br>• Assist with receptionist duties, including filing and document management.
<p>We are looking for a dedicated and organized Administrative Assistant to join our team in Clearwater, Florida. In this role, you will play a key part in supporting daily operations while interacting with individuals in the local community. The position offers a dynamic work environment where you will manage administrative tasks, coordinate events, and ensure seamless communication across the team.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative support to the team, including managing schedules, organizing meetings, and handling correspondence.</p><p>• Assist in planning and coordinating company events, occasionally working evenings to ensure their success.</p><p>• Maintain accurate records and documentation to support business operations.</p><p>• Serve as a point of contact for community members, fostering strong relationships with clients and partners.</p><p>• Utilize Microsoft Outlook, Teams, and Zoom to facilitate efficient communication and collaboration.</p><p>• Perform multitasking duties in a fast-paced office environment, ensuring all tasks are completed accurately and on time.</p><p>• Ensure a detail-oriented image is upheld when representing the company during interactions with external stakeholders.</p><p>• Handle multiple priorities effectively while maintaining a high level of organization.</p><p>• Support special projects and initiatives as assigned by management.</p><p><br></p><p>This is a permanent opportunity that will pay up to $55,000 depending upon experience. </p><p><br></p><p>Please apply to Jane Gearhart if interested! </p>
