We are looking for an experienced Executive Assistant to provide high-level support to senior leadership in Irvine, California. This Long-term Contract position is ideal for someone who thrives in a fast-paced environment, handles competing priorities with sound judgment, and communicates with professionalism at all times. The role requires strong coordination skills, discretion with sensitive information, and the ability to keep executive operations running smoothly across meetings, travel, projects, and administrative activities.<br><br>Responsibilities:<br>• Oversee a complex executive calendar, arrange meetings based on business priorities, and resolve scheduling conflicts with minimal disruption.<br>• Monitor incoming requests and correspondence, respond promptly when appropriate, and keep leadership informed of urgent matters and required follow-up actions.<br>• Prepare for executive and stakeholder meetings by organizing agendas, gathering supporting materials, and capturing clear meeting notes with action items, owners, and timelines.<br>• Maintain organized records of corporate documents, reports, and other important files, ensuring materials can be retrieved quickly when needed.<br>• Act as a point of coordination for legal-related administrative matters by managing confidential documentation, fulfilling attorney requests, tracking deadlines, and reviewing invoices for accuracy.<br>• Support assigned projects by documenting requirements, coordinating communication among stakeholders, tracking progress against timelines and scope, and compiling status updates.<br>• Arrange meeting logistics for investors, attorneys, affiliates, and visitors, including directions, parking details, hospitality, and presentation support as needed.<br>• Handle domestic and international travel planning, including flights, lodging, ground transportation, and itinerary coordination.<br>• Provide additional executive support with personal errands, shipments, deliveries, event logistics, and gift coordination as requested.
<p>We are seeking a highly experienced Executive Assistant to provide strategic and high-level administrative support to senior leadership. The ideal candidate will have 7+ years of experience supporting executives in a fast-paced environment and will demonstrate exceptional judgment, professionalism, and organizational skills.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high-level administrative support to executive leadership</li><li>Manage complex calendars, meetings, and shifting scheduling priorities</li><li>Coordinate domestic and international travel arrangements and itineraries</li><li>Prepare reports, presentations, correspondence, and meeting materials</li><li>Handle confidential information with a high degree of discretion</li><li>Serve as a liaison between executives and internal or external stakeholders</li><li>Track action items, support project coordination, and follow up on key initiatives</li><li>Assist with expense reports, recordkeeping, and other executive support activities</li></ul><p><br></p>
<p><strong>Our client is looking for more than someone who can manage a calendar—they need a true right hand.</strong></p><p>A well-established wealth management firm is seeking an <strong>Executive Assistant</strong> to support senior leadership and help manage the day-to-day details of a busy financial services office. This position would be a strong fit for someone who is polished, highly organized, and comfortable working with confidential information.</p><p>The ideal candidate knows how to anticipate needs, communicate professionally with high-level clients, and keep executives organized without needing constant direction.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage complex executive calendars and scheduling</li><li>Coordinate internal and external meetings with clients and business partners</li><li>Arrange travel, itineraries, and expense reports</li><li>Prepare meeting agendas, presentations, and correspondence</li><li>Handle confidential client and company information</li><li>Coordinate follow-up items and track deadlines</li><li>Assist with client communications and meeting preparation</li><li>Maintain organized electronic files and records</li><li>Coordinate office events and leadership meetings</li><li>Assist with research, reporting, and special projects</li><li>Serve as a professional point of contact for clients and visitors</li></ul><p><br></p>
<p><strong>The Opportunity</strong></p><p>We are seeking a highly organized and proactive <strong>Executive Assistant</strong> to support the leadership team of a well-established nonprofit organization in San Diego. This position is ideal for an experienced administrative professional who enjoys being a trusted partner to executives, coordinating across teams, and helping keep a mission-driven organization running smoothly.</p><p><br></p><p>The successful candidate will be resourceful, polished, and comfortable balancing day-to-day administrative responsibilities with high-priority projects. This person should be able to work independently, exercise sound judgment, and build strong relationships with staff, leadership, Board members, and external partners.</p><p><br></p><p><strong>Roles & Responsibilities</strong></p><p>The <strong>Executive Assistant</strong> will provide comprehensive administrative support to executive leadership while serving as an important organizational resource for meetings, communications, office coordination, and special projects.</p><p>Executive & Leadership Support</p><ul><li>Manage and coordinate executive calendars, meetings, appointments, conference calls, and travel logistics.</li><li>Serve as a professional liaison between executives, employees, Board members, community partners, and external contacts.</li><li>Prepare meeting agendas, presentations, reports, correspondence, and other materials for executive leadership.</li><li>Coordinate and organize information needed for Board and leadership meetings.</li><li>Track follow-up items, deadlines, and commitments to help ensure timely completion.</li><li>Handle confidential information and sensitive matters with discretion and sound judgment.</li></ul><p>Administrative & Office Coordination</p><ul><li>Help oversee daily administrative operations and ensure the office remains organized and well-supported.</li><li>Order office supplies and coordinate equipment, vendors, facilities needs, and other administrative services.</li><li>Maintain shared calendars and coordinate organization-wide schedules, closures, meetings, and events.</li><li>Coordinate mail, packages, documents, and general office correspondence.</li><li>Arrange catering, refreshments, and hospitality for meetings and visitors.</li><li>Provide basic support for conference room technology, AV equipment, and virtual meetings.</li></ul><p>Meetings, Events & Board Support</p><ul><li>Coordinate logistics for Board meetings, executive meetings, staff meetings, organizational events, and leadership gatherings.</li><li>Manage meeting invitations, calendars, materials, room setup, technology, catering, and follow-up.</li><li>Support virtual meetings through Zoom and other video conferencing platforms.</li><li>Assist leadership with conferences, community events, and other external engagements.</li></ul><p>Special Projects & Process Improvement</p><ul><li>Take ownership of special projects and administrative initiatives as assigned by executive leadership.</li><li>Identify ways to streamline processes, improve organization, and increase administrative efficiency.</li><li>Maintain organized systems for documents, projects, deadlines, and executive follow-up.</li><li>Work collaboratively across departments to support organizational priorities and initiatives.</li></ul><p><br></p>
<p>We are seeking a highly organized and detail-oriented Executive Legal Assistant/Secretary to join a growing start-up technology company in La Jolla, California. This role is ideal for a Corporate Legal Assistant, Executive Assistant, Legal Operations Professional, or startup operations professional who thrives in a fast-paced environment, enjoys wearing multiple hats, and has experience supporting executive leadership, corporate governance, and business operations.</p><p><br></p><p>This person will serve as a trusted partner to the COO, General Counsel, and company leadership team, helping manage corporate records, equity administration, financing activities, compliance matters, and key operational initiatives. Candidates with experience supporting founders, boards of directors, investors, or executive leadership in high-growth organizations and has demonstrated longevity and progression within prior companies are encouraged to apply.</p><p><br></p><p>Responsibilities:</p><p>• Support corporate governance activities, including maintaining corporate records, board materials, resolutions, meeting documentation, and compliance-related filings.</p><p>• Administer equity programs through Carta, including cap table updates, option processing, and ongoing maintenance of ownership records.</p><p>• Prepare and coordinate documents related to stock options, equity plans, and 83(b) election processes with careful attention to accuracy and deadlines.</p><p>• Coordinate equity administration processes, including stock options, equity grants, ownership records, vesting schedules, and related documentation.</p><p>• Assist with financing, fundraising, investor relations, due diligence requests, and virtual data room management.</p><p>• Draft, organize, and manage a variety of corporate, legal, employment, and operational documents, including agreements, contracts, offer letters, and confidentiality documentation.</p><p>• Partner with executive leadership, outside counsel, investors, auditors, and other stakeholders to support strategic initiatives and corporate transactions.</p><p>• Manage and maintain organized systems for legal, corporate, HR, and operational records while ensuring accuracy, confidentiality, and accessibility.</p><p>• Support HR and people operations activities, including onboarding, offboarding, policy administration, compliance tracking, recruiting coordination, and employee documentation.</p><p>• Assist with financial operations, including invoice processing, vendor coordination, expense reporting, budget tracking, and corporate payment administration.</p><p>• Manage multiple projects, deadlines, and executive priorities while maintaining exceptional attention to detail in a fast-paced, high-growth environment.</p>
<p>We are seeking an experienced and highly organized Senior Administrative Assistant to provide advanced administrative support to leadership and cross-functional teams. The ideal candidate is proactive, detail-oriented, and capable of managing complex schedules, communications, and office priorities in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high-level administrative support to managers, executives, or department leaders</li><li>Manage complex calendars, meetings, travel arrangements, and scheduling priorities</li><li>Prepare reports, presentations, correspondence, and other business documents</li><li>Coordinate internal and external communications with professionalism and discretion</li><li>Maintain records, filing systems, and confidential documentation</li><li>Support project coordination, workflow tracking, and special initiatives</li><li>Assist with expense reporting, data entry, and office operations as needed</li><li>Serve as a resource for general administrative processes and team support</li></ul><p><br></p>
<p>Our client, a well-established real estate company, is seeking a <strong>Senior Administrative Assistant</strong> to provide high-level administrative and operational support to a busy team. This role is ideal for an experienced administrative professional who is highly organized, proactive, and comfortable managing multiple priorities in a fast-paced real estate environment.</p><p>Responsibilities</p><ul><li>Provide comprehensive administrative support to executives, managers, and the broader real estate team.</li><li>Manage calendars, meetings, appointments, and scheduling across multiple stakeholders.</li><li>Prepare correspondence, reports, presentations, spreadsheets, and other business documents.</li><li>Coordinate internal and external meetings, including agendas, materials, and follow-up items.</li><li>Maintain organized and accurate files, records, contracts, and property-related documentation.</li><li>Assist with property, tenant, vendor, and client communications as needed.</li><li>Track deadlines, renewals, invoices, contracts, and other time-sensitive items.</li><li>Prepare and maintain spreadsheets, reports, and other tracking tools related to properties and business operations.</li><li>Coordinate with property managers, brokers, vendors, contractors, clients, and internal teams.</li><li>Assist with invoices, expense reports, purchase orders, and other administrative financial processes.</li><li>Handle confidential information and sensitive business matters with professionalism and discretion.</li><li>Help coordinate projects and special initiatives from planning through completion.</li><li>Identify opportunities to improve administrative processes, organization, and efficiency.</li><li>Provide additional operational and administrative support as needed.</li></ul><p><br></p>
<p>We are looking for an experienced Pre-litigation Attorney to join a respected boutique law firm in California in a contract capacity with the potential to become permanent. This opportunity is ideal for a licensed attorney who is energized by a fast-moving practice, values strong client advocacy, and works well within a collaborative legal team. The role focuses on guiding pre-litigation personal injury matters toward resolution while delivering thoughtful communication, sound judgment, and consistent follow-through.</p><p><br></p><p>Responsibilities:</p><p>• Oversee a substantial portfolio of pre-litigation personal injury matters, moving each case forward from active treatment through final resolution.</p><p>• Communicate regularly with clients to explain next steps, provide meaningful progress updates, and maintain a high standard of service throughout the case lifecycle.</p><p>• Evaluate medical records, billing materials, and supporting evidence to assess damages and strengthen claim value.</p><p>• Assemble persuasive demand submissions for insurance carriers that clearly present liability, injuries, and recovery considerations.</p><p>• Lead settlement discussions with insurance representatives and pursue favorable outcomes through effective negotiation strategies.</p><p>• Partner with attorneys, case management professionals, and administrative staff to keep files organized, responsive, and on schedule.</p><p>• Monitor deadlines, outstanding documentation, and follow-up tasks to ensure matters continue progressing without unnecessary delay.</p><p>• Recognize opportunities to improve client recovery while upholding ethical standards and sound legal judgment.</p><p>• Contribute to team meetings and case planning conversations by sharing updates, priorities, and strategic recommendations.</p>
We are looking for an experienced Sr Accounting Manager to oversee core accounting functions and help maintain accurate, compliant financial reporting for our operations in California. This role combines hands-on leadership of daily accounting activities with ownership of close processes, audit coordination, and technical accounting review. The ideal candidate brings strong judgment, a process-improvement mindset, and the ability to guide a team while partnering effectively with cross-functional stakeholders.<br><br>Responsibilities:<br>• Direct daily accounting activities across the general ledger, accounts payable, inventory and cost accounting, fixed assets, revenue recognition, client invoicing, and project-related financial tracking.<br>• Lead month-end, quarter-end, and year-end close procedures by preparing and reviewing journal entries, reconciling balance sheet accounts, and analyzing financial results against budget and prior periods.<br>• Evaluate lease agreements and research accounting questions to support appropriate treatment under applicable U.S. accounting standards and company policies.<br>• Review project accounting, inventory valuation, cost analysis, and revenue-related transactions to promote consistency, accuracy, and timely reporting.<br>• Prepare and validate financial statements, delivering meaningful variance commentary and insights to management on operating performance.<br>• Supervise accounts payable activities, including oversight of invoice review, purchase order matching, corporate card reconciliations, expense reporting, vendor records, and accrual accuracy.<br>• Manage fixed asset accounting by monitoring acquisitions, disposals, depreciation, impairment assessments, physical asset counts, and reconciliation of subledger activity to the general ledger.<br>• Coordinate tax-related filings and support, including property tax, sales and use tax, and other required reporting, while partnering on annual tax provisions and return reviews.<br>• Serve as the primary accounting lead for internal and external audits, responding to requests, organizing documentation, and strengthening control readiness.<br>• Identify opportunities to improve workflows, strengthen standard operating procedures, and contribute to special projects that enhance accounting effectiveness and compliance.
<p>A growing medical device company in Carlsbad is looking for an <strong>HR Assistant</strong> to join its People team and provide hands-on support across the employee lifecycle. This is a great opportunity for someone early in their HR career who wants exposure to recruiting, onboarding, employee records, benefits, and HR administration.</p><p>You'll work alongside experienced HR professionals and interact with employees across multiple departments. The ideal candidate is organized, approachable, and excited to build a long-term career in Human Resources.</p><p><strong>Responsibilities</strong></p><ul><li>Assist with new hire onboarding and orientation</li><li>Prepare employment paperwork and maintain personnel files</li><li>Coordinate background checks and employment verifications</li><li>Schedule interviews and communicate with candidates</li><li>Update employee information within the HRIS</li><li>Assist with benefits enrollment and employee questions</li><li>Track required training and employee documentation</li><li>Support HR reporting and data entry</li><li>Assist with company events and employee engagement activities</li><li>Provide general administrative support to the HR department</li></ul>
<p><strong>Love Working with People? Put That Energy Into HR.</strong></p><p>A well-established hospitality organization in La Costa is adding an <strong>HR Assistant</strong> to support a high-volume employee population. This position is ideal for someone who enjoys a people-focused environment and wants to gain experience in recruiting, onboarding, employee relations, and HR administration. You'll work closely with department managers and employees across the organization, making this a great opportunity for someone who enjoys being visible and hands-on rather than sitting behind a desk all day.</p><p><strong>Responsibilities</strong></p><ul><li>Assist with recruiting and interview scheduling</li><li>Coordinate onboarding for new employees</li><li>Maintain employee files and HRIS information</li><li>Assist employees with basic HR questions</li><li>Track attendance, training, and required documentation</li><li>Prepare employee communications and HR forms</li><li>Assist with benefits and leave administration</li><li>Support employee engagement activities</li><li>Help coordinate orientations and training sessions</li><li>Provide administrative support to the HR Manager</li></ul>
<p>A well-established, full-service law firm in Downtown San Diego is seeking a <strong>transactional legal secretary. </strong></p><p><br></p><p>This firm has an excellent reputation in the San Diego legal community, and the role will <strong>support a real estate partner. </strong></p><p><br></p><p><em>Please do not apply if you've never worked in a law firm handling real estate transactional work. The attorneys <u>require </u>this experience.</em></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare transactional real estate documents such as purchase & sale agreements, escrow documents, and corporate formation materials - <em>prior experience in this transactional practice area is a must!</em></p><p>• Monitor and manage the attorney's calendar (including providing regular reminders of deadlines)</p><p>• Draft and redline contracts such as commercial leases</p><p>• Compose correspondence and manage email communication with attorney clients</p><p>• Check for potential conflicts of interest with clients</p><p>• Work with title companies on preliminary title reports and escrow closings</p><p>• Prepare and distribute meeting minutes from annual meetings</p><p>• Handle the process of sending out contracts for signature via DocuSign</p><p>• Assist in the preparation of closing binders for real estate transactions</p><p>• Conduct research to obtain statements of information from Secretary of State website for various entities</p><p>• Process client invoices</p><p><br></p><p>Transactional legal secretaries with knowledge of AIA, AIR, and CAR are strongly encouraged to apply!</p><p><br></p><p><em>Pay is contingent upon fluency with the duties above. For a candidate who checks <u>all </u>the boxes above, a six-figure salary may be plausible. </em></p>
<p><strong>Polished. Organized. Discreet. Proactive.</strong></p><p>That's the combination our client is looking for.</p><p>A well-established wealth management firm in <strong>Rancho Santa Fe </strong>is adding an Administrative Assistant to support a small team of financial professionals and executives. This is an ideal opportunity for someone who enjoys a <strong>professional, polished environment</strong> and understands that great administrative support is about anticipating needs—not simply completing a task list.</p><p>You'll work with confidential client information, coordinate schedules, prepare documents, and help ensure the office runs seamlessly.</p><p><br></p><p><strong><u>You'll be the person behind the scenes who:</u></strong></p><p><strong>📆 Keeps calendars under control</strong></p><p> Coordinate meetings, appointments, conference calls, and executive schedules.</p><p><strong>✈️ Makes travel painless</strong></p><p> Arrange itineraries, reservations, and travel-related documentation.</p><p><strong>📊 Makes information easy to find</strong></p><p> Prepare reports, presentations, spreadsheets, and client materials.</p><p><strong>📞 Keeps communication moving</strong></p><p> Interact professionally with clients, vendors, and business partners.</p><p><strong>🔐 Handles sensitive information appropriately</strong></p><p> Maintain confidential financial and client documentation with discretion.</p><p><strong>✅ Makes sure nothing gets forgotten</strong></p><p> Track follow-ups, deadlines, action items, and outstanding requests.</p>
<p>Our client is a growing life sciences company in Carlsbad looking for an <strong>Administrative Assistant</strong> to provide support across Operations, Sales, and Finance. This is a great opportunity for someone who likes having a variety of responsibilities rather than doing the exact same thing every day.</p><p><br></p><p>The person in this role will become a key resource for the office, helping coordinate schedules, maintain records, assist with purchasing, and keep internal teams organized. The ideal candidate is proactive, polished, and comfortable learning new systems quickly.</p><p><strong>Responsibilities</strong></p><ul><li>Manage calendars, meetings, conference rooms, and internal schedules</li><li>Prepare reports, presentations, spreadsheets, and correspondence</li><li>Assist with purchase orders and vendor documentation</li><li>Enter and maintain information in internal databases</li><li>Coordinate office supplies, equipment, and facility needs</li><li>Assist with invoice tracking and basic accounting administration</li><li>Maintain electronic and physical filing systems</li><li>Coordinate employee meetings, events, and team activities</li><li>Answer incoming calls and respond to general inquiries</li><li>Assist Operations and Finance with special projects</li><li>Track deadlines and follow up with internal teams</li></ul>
<p><strong>Your next job shouldn't feel like “just admin.”</strong></p><p>A growing biotech company in <strong>Carlsbad</strong> is looking for an Administrative Assistant who wants to become a true partner to the team. This role sits at the intersection of <strong>Operations, Finance, and People</strong>, so you'll have plenty of variety and the opportunity to learn how a growing life sciences company actually operates.</p><p>We're looking for someone who is naturally organized, thinks two steps ahead, and isn't afraid to take ownership when something needs to get done.</p><p><br></p><p><strong>What you'll own</strong></p><ul><li>Coordinate calendars, meetings, conference rooms, and team events</li><li>Prepare spreadsheets, reports, presentations, and internal communications</li><li>Assist with purchase orders and vendor coordination</li><li>Track invoices and provide basic accounting support</li><li>Maintain employee and operational records</li><li>Coordinate office supplies, equipment, and facility requests</li><li>Assist with onboarding and new employee setup</li><li>Organize digital files and confidential documentation</li><li>Help Operations leadership with special projects</li><li>Communicate with vendors and internal teams to keep projects moving</li></ul><p><br></p><p><br></p>
<p><strong>This is a great opportunity for an administrative professional who likes being busy, organized, and involved in the bigger picture.</strong></p><p>Our client is a growing medical device company in Carlsbad that is looking for an <strong>Administrative Assistant</strong> to support its Operations and Finance teams. This role is ideal for someone who can keep multiple priorities moving at once and isn't afraid to jump in wherever the team needs additional support.</p><p>You'll work in a professional, collaborative environment alongside Operations, Purchasing, Accounting, and Sales. The right person will be naturally proactive, comfortable working with spreadsheets and systems, and confident communicating with both internal teams and outside vendors.</p><p><strong>What You'll Be Doing</strong></p><ul><li>Coordinate calendars, meetings, conference rooms, and internal events</li><li>Prepare reports, spreadsheets, presentations, and correspondence</li><li>Enter purchase orders and maintain vendor and customer information</li><li>Assist with invoice tracking and administrative accounting support</li><li>Coordinate shipping documents and follow up with vendors on outstanding items</li><li>Maintain electronic and physical filing systems</li><li>Assist with onboarding paperwork and general employee administration</li><li>Manage incoming calls, emails, and office communications</li><li>Help coordinate office supplies, equipment, and facility needs</li><li>Provide administrative support for special projects and process improvements</li></ul><p><br></p>
<p>Our client, a well-established financial services organization, is seeking an <strong>Administrative Assistant</strong> to provide day-to-day administrative and operational support to a busy, professional team. This is an excellent opportunity for a highly organized, detail-oriented individual who enjoys working in a professional, client-focused environment and managing multiple priorities.</p><p><strong>Responsibilities</strong></p><ul><li>Provide general administrative support to the team, including scheduling, document preparation, data entry, and correspondence.</li><li>Coordinate meetings, appointments, calendars, and internal communications.</li><li>Prepare, organize, and maintain client and business documentation with a high level of accuracy and confidentiality.</li><li>Assist with processing forms, applications, account documentation, and other financial services-related paperwork.</li><li>Maintain accurate records and ensure documents are complete and properly filed.</li><li>Track deadlines, follow up on outstanding items, and help keep processes moving efficiently.</li><li>Communicate professionally with clients, internal teams, and external partners.</li><li>Assist with data entry and updating information in internal databases and systems.</li><li>Support reporting, spreadsheet management, and other administrative projects as needed.</li><li>Handle sensitive and confidential information with discretion and professionalism.</li><li>Provide additional administrative and operational support to the team as needed.</li></ul><p><br></p>
<p><strong>Become the Go-To Person for a Busy Commercial Real Estate Team</strong></p><p>A growing commercial real estate company in San Marcos is looking for an <strong>Administrative Assistant</strong> to support its property management and operations teams. This role is a great fit for someone who enjoys a professional environment, likes interacting with people, and is extremely organized.</p><p>You'll provide day-to-day administrative support while working with property managers, vendors, tenants, and leadership. There is plenty of variety in this role, including scheduling, document management, vendor coordination, reporting, and office support.</p><p><strong>Responsibilities</strong></p><ul><li>Support property managers with daily administrative needs</li><li>Coordinate calendars, meetings, inspections, and appointments</li><li>Communicate with tenants, vendors, and service providers</li><li>Maintain property files, contracts, and electronic records</li><li>Prepare correspondence, reports, and presentations</li><li>Assist with work orders and service requests</li><li>Track vendor documentation and certificates of insurance</li><li>Enter invoices, purchase orders, and property information</li><li>Assist with basic Accounts Payable and expense tracking</li><li>Prepare spreadsheets and recurring property reports</li><li>Coordinate office supplies and administrative needs</li><li>Support special projects for management</li></ul>
<p>We are seeking a highly organized Administrative Assistant to support daily office operations and help ensure efficient workflow across the team. The ideal candidate is detail-oriented, proactive, and skilled at managing multiple priorities in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage calendars, schedule meetings, and coordinate appointments</li><li>Answer phones, respond to emails, and route inquiries appropriately</li><li>Prepare correspondence, reports, and other documents</li><li>Maintain filing systems and accurate records</li><li>Order office supplies and support general office operations</li><li>Assist with data entry, expense tracking, and basic reporting</li><li>Support special projects and cross-functional administrative needs</li></ul><p><br></p>
<p>Our client, a <strong>wealth management firm</strong>, is seeking a polished and detail-oriented <strong>Office Assistant</strong> to support their team in San Diego, California. This role is ideal for someone who enjoys working in a professional, client-focused environment and is comfortable balancing administrative responsibilities with client service. The successful candidate will help ensure the office runs smoothly while providing a welcoming experience for clients and supporting the wealth management team.</p><p><strong>Responsibilities:</strong></p><ul><li>Provide day-to-day administrative support to the wealth management team</li><li>Answer and direct incoming phone calls and respond to general inquiries</li><li>Greet clients and visitors in a professional and welcoming manner</li><li>Manage incoming and outgoing mail, packages, and correspondence</li><li>Schedule meetings, appointments, and conference rooms</li><li>Prepare, scan, copy, and organize client documents</li><li>Enter and maintain accurate client and account information in internal systems</li><li>Assist with opening and maintaining client files and records</li><li>Prepare spreadsheets, reports, and other administrative documents</li><li>Coordinate office supplies, equipment, and general office needs</li><li>Assist with client communications and follow up on administrative requests</li><li>Handle confidential client and financial information with discretion</li><li>Support special projects and additional administrative tasks as needed</li></ul><p><br></p>