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20 results for Office Specialist in Fallbrook, CA

Office Manager

San Diego, CA
onsite
Temporary / Contract
29 - 36 USD / Hourly
Office ManagerAbout the RoleRobert Half is partnering with a growing real estate organization seeking an experienced Office Manager to oversee daily office operations and provide administrative support across multiple departments. This role is responsible for ensuring the office runs efficiently, supporting leadership, coordinating vendor relationships, and maintaining organized business operations. The ideal candidate is highly organized, proactive, and capable of managing multiple priorities in a fast-paced real estate environment.Key Responsibilities<ul><li>Oversee day-to-day office operations to ensure an efficient and professional work environment</li><li>Manage office supplies, equipment, and vendor relationships, including maintenance and service providers</li><li>Coordinate calendars, meetings, travel arrangements, and company events</li><li>Support property management, leasing, and accounting teams with administrative functions</li><li>Maintain contracts, leases, property files, and other business records</li><li>Assist with invoice processing, expense tracking, and vendor payments</li><li>Serve as the primary point of contact for visitors, tenants, clients, and business partners</li><li>Coordinate onboarding activities for new employees and support general HR administration</li><li>Develop and maintain office procedures to improve operational efficiency</li><li>Prepare reports, correspondence, presentations, and other business documents</li><li>Support special projects and provide executive-level administrative assistance as needed</li></ul>
2026-06-19T00:00:00Z

Office Administrative Assistant

Cardiff-by-the-Sea, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
A growing sports apparel and lifestyle brand in Encinitas is seeking an Office Administrative Assistant to support accounting operations, purchasing activities, and general office administration. This role is perfect for someone who enjoys a mix of administrative and accounting-related responsibilities while working in a creative and energetic business environment.The ideal candidate is highly organized, detail-oriented, and comfortable supporting multiple departments while maintaining accurate records and documentation. ResponsibilitiesAccounting & Purchasing Support<ul><li>Enter vendor invoices into the accounting system</li><li>Perform AP data entry and invoice coding</li><li>Assign General Ledger account codes accurately</li><li>Process and maintain purchase order records</li><li>Assist with vendor setup and documentation management</li><li>Reconcile invoice information and supporting documentation</li><li>Support month-end accounting processes and reporting</li></ul>Administrative & Office Operations<ul><li>Manage office supply ordering and inventory</li><li>Maintain filing systems and company documentation</li><li>Assist with data entry, reporting, and administrative projects</li><li>Coordinate incoming mail, shipping, and package distribution</li><li>Support leadership with scheduling and operational tasks</li><li>Assist with special projects across departments</li></ul>
2026-06-08T00:00:00Z

General Office Clerk

Santa Ana, CA
onsite
Temporary / Contract
20.9 - 24.2 USD / Hourly
We are looking for dependable General Office Clerks to support a one-day corporate event in California. This is a Contract position suited for individuals who are comfortable assisting with event preparation, general onsite support, and post-event cleanup in a detail-oriented office environment. The team will help create a smooth experience by preparing event spaces, responding to day-of needs, and ensuring the area is left organized at the end of the event. Responsibilities: • Prepare event areas by arranging tables, supplies, and other materials before guests arrive • Provide onsite assistance throughout the event and respond promptly to general support needs as they arise • Help maintain tidy shared spaces by collecting used items and addressing light cleanup during the event • Support the closing process by dismantling setup materials and returning the area to an orderly condition • Coordinate with onsite staff to complete assigned tasks efficiently in a corporate setting • Share requested administrative details, such as availability information and shirt size, before the assignment date
2026-06-23T00:00:00Z

Legal Secretary

Irvine, CA
onsite
Permanent / Full Time
85000 - 105000 USD / Yearly
Exciting opportunity for a Legal Secretary to join a sophisticated BIG FIRM! An international law firm is seeking an experienced Legal Secretary with 5+ years of litigation support experience to join its growing team. This is an excellent opportunity to support high-level attorneys within a sophisticated and collaborative law firm environment. We have placed people at this firm who love the work and the firm's environment! Highlights<ul><li>Prestigious international law firm platform</li><li>Sophisticated litigation practice</li><li>Competitive compensation + bonus potential</li><li>Comprehensive benefits package</li><li>Stable, team-oriented environment</li><li>Long-term growth opportunity</li></ul>Responsibilities<ul><li>Provide high-level administrative and litigation support to attorneys</li><li>Prepare, revise, and format legal documents and correspondence</li><li>Handle state and federal court filings</li><li>Manage calendaring, deadlines, and scheduling</li><li>Coordinate meetings, depositions, travel, and client communications</li><li>Maintain case files and assist with trial preparation</li><li>Process time entries and expense reports</li></ul>Qualifications<ul><li>5+ years of legal secretary experience within a law firm environment</li><li>Strong experience with both state and federal court filings</li><li>Excellent knowledge of court rules, calendaring, and litigation procedures</li><li>Strong proficiency with Microsoft Office and legal technology platforms</li><li>Exceptional attention to detail and organizational skills</li><li>Ability to thrive in a fast-paced environment supporting multiple attorneys</li></ul>This is an outstanding opportunity for a polished legal support professional seeking sophisticated work, stability, and the resources of a respected international law firm. To apply, please submit resumes to Vice President, Quidana Dove at Quidana.Dove<at>RobertHalf.<com>
2026-06-19T00:00:00Z

Legal Secretary

Newport Beach, CA
onsite
Permanent / Full Time
80000 - 105000 USD / Yearly
Litigation Legal Assistant – HYBRID in Newport BeachRobert Half Legal is partnering with a highly regarded, full-service business law firm to identify a Litigation Legal Assistant. With over 50 years in the market and a national footprint, this firm is known for delivering sophisticated legal counsel across a wide range of complex transactions and disputes while maintaining a collaborative, team-oriented culture. This opportunity is best suited for a Litigation Legal Assistant with strong federal court experience who can independently manage filings, deadlines, and procedural requirements across multiple jurisdictions. Candidates must be comfortable navigating federal rules (including outside of California) and supporting attorneys in a fast-paced, high-expectations environment. Key Responsibilities<ul><li>Provide high-level litigation support to attorneys across complex civil matters</li><li>Draft, format, proofread, and finalize pleadings, motions, discovery, affidavits, complaints, and legal memoranda</li><li>Handle state and federal court filings, including e-filings and occasional paper filings</li><li>Manage litigation calendars, court deadlines, and procedural timelines using firm software</li><li>Identify and submit documents for docketing and ensure compliance with all court requirements</li><li>Assist attorneys with reviewing, organizing, and summarizing case materials and correspondence</li><li>Prepare matrices, charts, spreadsheets, and privilege logs as needed</li><li>Support arbitration and trial preparation, including document organization and logistics</li><li>Maintain accurate time records for billable tasks</li></ul>Why Join This Firm<ul><li>Established firm with 50+ years of success and over 100 attorneys across multiple offices</li><li>Offers sophisticated, “big firm” work with a more flexible and collaborative environment</li><li>Team-oriented culture where support staff are valued and cross-trained</li><li>Hybrid work schedule (4 days onsite, 1 day remote)</li><li>Beautiful penthouse office in Newport Beach</li></ul>Benefits<ul><li>Medical, dental, vision, and life insurance starting day one</li><li>401(k) with profit sharing</li><li>Paid time off, including vacation and sick time</li><li>Additional voluntary benefits including disability, supplemental insurance, and wellness programs</li><li>Access to financial planning resources and educational seminars</li></ul>CompensationSalary range: $80,000–$105,000, plus performance-based holiday bonus.Compensation will vary based on federal court experience, technical skillset, and overall career stability.
2026-06-23T00:00:00Z

Legal Assistant

Irvine, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
If you're a seasoned Litigation Legal Assistant looking for a firm where people build careers—not just jobs—this opportunity deserves your attention.Our client is a highly respected Orange County litigation firm with a thriving commercial and employment practice, a strong reputation in the legal community, and a track record of retaining top talent. As the firm continues to grow, they are seeking an experienced Legal Assistant to join their collaborative team. The firm continues to experience steady growth and is seeking an experienced Legal Assistant to support a busy team of attorneys handling sophisticated litigation matters in state and federal courts.This is an excellent opportunity to join a collaborative, professional environment that offers long-term career stability, challenging work, and a supportive team culture.Responsibilities<ul><li>Support attorneys handling commercial and employment litigation matters</li><li>Prepare, revise, and proofread pleadings, motions, discovery, and correspondence</li><li>E-file documents in California State and Federal Courts</li><li>Maintain attorney calendars and track litigation deadlines</li><li>Coordinate depositions, mediations, hearings, and client meetings</li><li>Prepare TOAs, TOCs, exhibits, and litigation binders</li><li>Manage case files and document organization</li><li>Assist with trial preparation and related litigation support</li></ul>Qualifications<ul><li>7+ years of litigation legal assistant experience</li><li>Strong experience with both California State and Federal Court procedures</li><li>Advanced e-filing experience in state and federal courts</li><li>Experience supporting commercial litigation, employment litigation, or other complex civil litigation matters</li><li>Proficiency with Microsoft Office Suite and litigation support software</li><li>Excellent organizational, communication, and multitasking skills</li><li>Ability to thrive in a fast-paced, deadline-driven environment</li></ul>Why Consider This Opportunity?<ul><li>Join a thriving and highly regarded Orange County litigation firm</li><li>Sophisticated commercial and employment litigation practice</li><li>Stable, growing firm with an excellent reputation in the legal community</li><li>Supportive attorneys and collaborative team environment</li><li>Meaningful work with direct exposure to complex litigation matters</li><li>Long-term career growth potential</li><li>Competitive compensation and comprehensive benefits package</li></ul>Benefits<ul><li>Medical, dental, and vision insurance</li><li>401(k) retirement plan</li><li>Paid vacation, sick time, and holidays</li><li>Professional development opportunities</li><li>Additional benefits to be discussed during the interview process</li></ul>If you're an experienced litigation legal assistant seeking a stable firm, sophisticated work, and a team-oriented culture, we'd love to connect with you.Submit resumes to Vice President, Quidana Dove at Quidana.Dove<at>RobertHalf.<com>
2026-06-12T00:00:00Z

Administrative Assistant

San Diego, CA
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for an organized Administrative Assistant to support daily office operations. This long-term contract position is ideal for someone who can manage front-desk activities, handle incoming calls effectively, and keep administrative tasks moving efficiently. The role requires strong attention to detail, dependable communication, and the ability to maintain accurate records while supporting a busy office environment. Responsibilities: • Manage day-to-day administrative support activities to help the office run smoothly and efficiently. • Serve as the first point of contact by greeting visitors and responding to inbound phone calls with careful attention to detail. • Maintain organized records, documents, and files to support accurate office administration. • Enter and update information in internal systems with a high level of accuracy and attention to detail. • Coordinate routine front-desk and receptionist tasks, including directing inquiries to the appropriate team members. • Assist with general office duties such as scheduling, correspondence, and preparation of administrative materials.
2026-06-23T00:00:00Z

Administrative Assistant

Murrieta, CA
onsite
Temporary to Hire
19.7885 - 24 USD / Hourly
We are looking for an Administrative Assistant to support daily office operations and deliver dependable coordination across administrative, customer-facing, and facility-related tasks in Murietta, California. This Contract to permanent opportunity is ideal for someone who thrives in a fast-moving environment, stays organized under competing priorities, and brings a detail-oriented approach to both internal support and customer interactions. The role will contribute to efficient workflows, accurate record management, and a well-run office while helping maintain a positive experience for employees, visitors, and clients. Responsibilities: • Coordinate day-to-day office support activities, including maintaining files, managing incoming and outgoing mail, tracking documentation, and keeping supplies stocked. • Process and monitor employee time records, attendance information, request tracking, and related administrative reporting with accuracy and timeliness. • Arrange and follow up on building-related services such as maintenance visits, equipment servicing, cleaning support, and workplace security needs. • Maintain regular communication with customers to review account activity, address concerns, collect feedback, and promote a high level of satisfaction. • Compile service and account performance data, monitor key customer success indicators, and prepare summaries for leadership review. • Draft, format, and distribute business correspondence, internal documents, reports, and other administrative materials as needed. • Schedule meetings, coordinate office events, welcome visitors, and ensure onsite interactions are organized and attentive to detail. • Support compliance with workplace safety practices, security procedures, and applicable operational requirements. • Assist with additional administrative assignments and general office needs to support team effectiveness and business continuity.
2026-06-23T00:00:00Z

Administrative Assistant

San Marcos, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
A well-established construction company is seeking an Administrative Assistant to support project managers, accounting staff, and executive leadership. This position offers a blend of office administration, project coordination, and customer support responsibilities.ResponsibilitiesOffice & Project Support<ul><li>Assist with project documentation and contract administration</li><li>Maintain job files and project records</li><li>Coordinate scheduling, meetings, and travel arrangements</li><li>Prepare reports, spreadsheets, and project correspondence</li><li>Track certificates of insurance and vendor documentation</li><li>Support payroll and accounting departments with administrative tasks</li></ul>General Administration<ul><li>Answer incoming calls and greet visitors</li><li>Manage office supplies and equipment needs</li><li>Coordinate mail, deliveries, and office communications</li><li>Assist with special projects and operational initiatives</li></ul>
2026-06-15T00:00:00Z

Administrative Assistant

Carlsbad, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
A growing commercial property management firm is seeking an Administrative Assistant to support day-to-day office operations, tenant communications, and administrative projects. This role is ideal for someone who enjoys staying organized, managing multiple priorities, and serving as a key support resource for a busy team.ResponsibilitiesAdministrative Support<ul><li>Manage calendars, meetings, and scheduling requests</li><li>Prepare reports, correspondence, and presentations</li><li>Maintain electronic and physical filing systems</li><li>Assist with contract and lease documentation</li><li>Coordinate office supply ordering and vendor communications</li><li>Support leadership with special projects and administrative initiatives</li></ul>Tenant & Client Support<ul><li>Respond to tenant inquiries and route requests appropriately</li><li>Maintain accurate records and database information</li><li>Assist with work order tracking and vendor coordination</li><li>Support customer service efforts and office operations</li></ul>
2026-06-15T00:00:00Z

Administrative Assistant

Riverside, CA
onsite
Temporary to Hire
17.4135 - 22 USD / Hourly
We are looking for an Administrative Assistant to support legal and office operations in Riverside, California. This contract opportunity with permanent potential is ideal for someone who is organized, detail-oriented, and comfortable managing document-heavy administrative work in a fast-paced environment. The person in this role will help maintain accuracy across legal materials, coordinate service assignments, and provide dependable support to the broader team while meeting client-specific expectations. Responsibilities: • Create, organize, and prepare documents for service by handling data entry, scanning, copying, and file assembly. • Draft and format routine legal paperwork with close attention to detail and established standards. • Examine incoming and outgoing documents to confirm completeness, accuracy, and proper formatting before distribution. • Coordinate and assign service requests to process servers while tracking progress and follow-up needs. • Support team members with day-to-day administrative tasks and shifting departmental priorities. • Monitor client instructions and service requirements to help ensure work is completed according to expectations. • Maintain orderly electronic and physical records to improve document access and workflow efficiency.
2026-06-24T00:00:00Z

Administrative Assistant

Redlands, CA
onsite
Temporary to Hire
21.85 - 23 USD / Hourly
We are looking for an Administrative Assistant to support day-to-day office activities for a fast-moving hazardous waste operation in Redlands, California. This contract opportunity has the potential to become permanent and is well suited for someone who stays organized under pressure, handles competing tasks with confidence, and brings a careful approach to administrative work. The role requires strong follow-through, accuracy in documentation, and the ability to keep office processes running smoothly while supporting the broader team. Responsibilities: • Prepare printed materials, packets, and supporting documents needed for daily business activities • Generate and process purchase orders with a high level of accuracy and attention to detail • Provide broad office support, including clerical tasks, document handling, and coordination of routine administrative needs • Manage several assignments at once while keeping deadlines, priorities, and deliverables on track • Maintain orderly files and records so information can be retrieved quickly and accurately • Enter data into office systems and documents while checking for completeness and consistency • Assist with front desk and phone coverage, including answering inbound calls and directing inquiries appropriately
2026-06-23T00:00:00Z

Administrative Assistant

Newport Beach, CA
onsite
Temporary / Contract
22.8 - 26.4 USD / Hourly
We are looking for an Administrative Assistant to support daily office operations in Newport Beach, California. This Contract position is ideal for someone who enjoys creating order, providing responsive front-desk support, and handling a variety of administrative tasks in a fully onsite environment. The role will work closely with studio leadership and contribute to a well-organized office experience. Responsibilities: • Manage front-desk activities by welcoming visitors, directing incoming calls, and ensuring a positive first point of contact for the office. • Provide day-to-day administrative support to studio leadership, including coordinating schedules, preparing documents, and assisting with general office needs. • Enter, update, and maintain accurate information in internal records and office systems with a high level of attention to detail. • Prepare correspondence, reports, and other business materials using Microsoft Office applications. • Organize files, track routine office tasks, and help keep administrative workflows efficient and up to date. • Respond promptly to inquiries from internal staff and external contacts while maintaining confidentiality. • Support office operations by assisting with clerical assignments and adapting to shifting priorities as needed.
2026-06-23T00:00:00Z

Executive Assistant

San Bernardino, CA
onsite
Temporary / Contract
25.3365 - 31 USD / Hourly
We are looking for an experienced and highly organized Executive Assistant to support senior leadership within a mission-driven nonprofit in San Bernardino, California. This Long-term Contract position is ideal for a proactive individual who can balance executive support, project coordination, and day-to-day administrative operations with sound judgment and discretion. The right candidate will be comfortable managing changing priorities, maintaining accurate records, and helping leadership stay organized and prepared. Responsibilities: • Manage a dynamic executive calendar, adjusting appointments and priorities to keep leadership aligned with daily and long-range commitments. • Coordinate business travel from start to finish, including itineraries, lodging, transportation, and related scheduling details. • Prepare and submit expense documentation accurately and on schedule while keeping supporting records organized. • Plan and facilitate meetings by arranging schedules, developing agendas, distributing materials, and ensuring follow-up items are tracked. • Provide administrative support for special assignments and organization-wide initiatives as directed by executive leadership. • Act as a central contact for communications, helping route information effectively between internal teams and external stakeholders. • Partner with other administrative staff to maintain efficient office operations and consistent support across the organization. • Organize confidential files, records, and documentation with a strong focus on accuracy, accessibility, and discretion. • Improve and maintain administrative workflows that promote structure, consistency, and operational efficiency. • Anticipate executive needs, prioritize competing requests, and respond to shifting deadlines with professionalism.
2026-06-15T00:00:00Z

Executive Assistant

Carlsbad, CA
onsite
Temporary / Contract
35 - 40 USD / Hourly
A rapidly growing medical technology company is seeking an Executive Assistant to support its Chief Executive Officer and executive leadership team. This role serves as a trusted partner to leadership, helping manage priorities, streamline communication, and ensure operational efficiency across the organization.The ideal candidate is proactive, resourceful, and highly organized, with the ability to anticipate needs and manage sensitive information with the utmost discretion.ResponsibilitiesExecutive Support<ul><li>Manage complex executive calendars and scheduling across multiple time zones</li><li>Coordinate domestic and international travel arrangements</li><li>Prepare meeting agendas, presentations, reports, and executive correspondence</li><li>Organize board meetings, leadership meetings, and strategic planning sessions</li><li>Track projects, action items, and key deliverables on behalf of leadership</li></ul>Business Operations<ul><li>Act as a liaison between executives, internal teams, clients, and external partners</li><li>Assist with contract administration and executive-level documentation</li><li>Prepare expense reports and monitor executive budgets</li><li>Support special projects and strategic initiatives as assigned</li></ul>
2026-06-11T00:00:00Z

Executive Assistant

La Jolla, CA
onsite
Temporary / Contract
34 - 36 USD / Hourly
Our client, a mission-driven organization in the nonprofit industry, is seeking a highly organized and proactive Executive Assistant to provide high-level administrative support to senior leadership. This role is ideal for a polished professional who thrives in a fast-paced environment, demonstrates sound judgment, and is passionate about supporting an organization focused on making a meaningful impact. Key Responsibilities:<ul><li>Provide comprehensive administrative support to executive leadership, including calendar management, meeting coordination, and travel arrangements</li><li>Prepare and edit correspondence, reports, presentations, and other documents</li><li>Serve as a liaison between executives, board members, staff, and external stakeholders</li><li>Coordinate board meetings, committees, and special events, including preparing agendas and meeting materials</li><li>Maintain confidential information and handle sensitive matters with discretion</li><li>Track deadlines, manage priorities, and ensure timely follow-up on key initiatives</li><li>Assist with project coordination and support cross-functional communication across departments</li><li>Organize and maintain electronic and paper filing systems</li><li>Support donor, community, and partner communications as needed</li></ul>
2026-06-05T00:00:00Z

Executive Assistant

Newport Beach, CA
onsite
Temporary to Hire
29.2885 - 37 USD / Hourly
We are looking for an experienced and dependable Executive Assistant to provide broad support to a home office in Newport Beach, California. This position combines executive scheduling, travel coordination, bookkeeping assistance, property-related administration, and personal support in a hybrid environment. It is a part-time contract opportunity expected to begin as a 3-month engagement with the possibility of becoming a long-term role. The ideal candidate is organized, discreet, self-sufficient, and comfortable working in a structured but relaxed, pet-friendly setting. Responsibilities: • Oversee a dynamic calendar by arranging meetings, appointments, and personal commitments while keeping priorities aligned. • Prepare meeting materials, capture key discussion points, and track follow-up items to help ensure timely completion of next steps. • Support day-to-day bookkeeping tasks in QuickBooks, including expense entry, balance tracking, and maintenance of accurate financial records. • Review and reconcile bank and credit card activity and organize documentation for accounting support and reporting needs. • Act as a point of coordination for properties by communicating with vendors, tenants, contractors, and property managers as needed. • Maintain organized records related to leases, maintenance timelines, invoices, and other property documentation. • Arrange business and personal travel, including flights, lodging, ground transportation, dining reservations, and detailed itineraries. • Assist with household and personal administrative needs such as deliveries, appointments, errands, and special projects connected to the home office.
2026-06-20T00:00:00Z

Executive Assistant

San Diego, CA
onsite
Temporary / Contract
32 - 34 USD / Hourly
Our client is seeking a highly organized, polished, and proactive Executive Assistant to provide high-level support to senior leadership. The ideal candidate will be skilled in managing complex schedules, coordinating travel, preparing correspondence, and handling confidential information with discretion. Key Responsibilities:<ul><li>Manage executive calendars, schedule meetings, and coordinate appointments</li><li>Arrange domestic and international travel, including itineraries and expense reports</li><li>Prepare presentations, reports, meeting agendas, and correspondence</li><li>Screen and prioritize incoming calls, emails, and requests</li><li>Serve as a liaison between executives, internal teams, and external contacts</li><li>Organize meetings, events, and special projects</li><li>Maintain confidential files, records, and sensitive information</li><li>Provide general administrative and operational support as needed</li></ul>
2026-06-05T00:00:00Z

Executive Assistant

Del Mar, CA
onsite
Temporary / Contract
36 - 40 USD / Hourly
Our client is seeking a polished, proactive, and highly organized Executive Assistant to provide high-level administrative support to senior leadership. This role requires strong communication skills, sound judgment, and the ability to manage multiple priorities while handling confidential information with discretion. Key Responsibilities:<ul><li>Manage complex calendars, appointments, and meeting coordination for executives</li><li>Arrange travel, itineraries, and expense reporting</li><li>Prepare correspondence, presentations, reports, and meeting materials</li><li>Screen calls, emails, and requests, and prioritize communications appropriately</li><li>Serve as a liaison between executives, internal teams, and external contacts</li><li>Coordinate meetings, events, and special projects</li><li>Maintain confidential records and sensitive information</li><li>Provide general administrative and operational support as needed</li></ul>
2026-06-10T00:00:00Z

Executive Assistant

La Jolla, CA
onsite
Temporary to Hire
36 - 48 USD / Hourly
Robert Half is partnering with a prestigious and growing wealth management firm to identify a highly polished, proactive, and detail-oriented Executive Assistant to support executive leadership and advisory teams. This individual will serve as a trusted partner to the Managing Partner and senior advisors while acting as a key liaison for high-net-worth and ultra-high-net-worth clients. The ideal candidate thrives in a fast-paced, client-focused environment and brings exceptional organizational skills, professionalism, discretion, and the ability to manage competing priorities with grace under pressure. Key Responsibilities:<ul><li>Manage complex, high-volume calendars for the Managing Partner and senior advisors, prioritizing competing demands and optimizing scheduling efficiency.</li><li>Coordinate meetings, conference calls, and events across internal teams, clients, and external stakeholders.</li><li>Oversee inbox management, including prioritizing correspondence, drafting communications, and directing inquiries appropriately.</li><li>Serve as a primary liaison for high-net-worth and ultra-high-net-worth clients, delivering a white-glove client service experience.</li><li>Support business development initiatives by preparing client presentations, pitch materials, and tracking sales pipeline activity.</li><li>Maintain CRM systems, including Salesforce, ensuring accurate client records, pipeline tracking, and timely follow-ups.</li><li>Facilitate client onboarding, including preparation of account documentation and coordination with custodians and internal teams.</li><li>Coordinate client meetings, firm events, and marketing initiatives, ensuring seamless execution and high-quality client experiences.</li><li>Prepare meeting agendas, reports, presentations, and supporting materials for leadership and client interactions.</li><li>Manage domestic and international travel logistics, including flights, accommodations, itineraries, transportation, and expense reporting.</li><li>Generate and maintain weekly, quarterly, and ad hoc reports related to client activity, business development efforts, and pipeline progress.</li><li>Lead client outreach initiatives, including quarterly scheduling and follow-up coordination.</li><li>Support financial administrative functions, including expense reporting, invoice processing, reconciliation, and vendor communications.</li><li>Oversee day-to-day office operations, including document management, mail distribution, process improvements, and operational coordination.</li><li>Provide cross-functional administrative support to leadership and advisory teams.</li><li>Handle sensitive financial and personal information with the highest level of confidentiality and professionalism.</li><li>Ensure compliance with firm policies, regulatory standards, and operational procedures.</li><li>Support firmwide events, conferences, and client seminars by coordinating logistics across multiple teams and calendars.</li><li>Assist with HR-related and multi-state administrative matters as needed.</li><li>Provide occasional personal and property management support, including vendor coordination, scheduling, and expense oversight.</li></ul>
2026-06-19T00:00:00Z