<p><strong>About the Role:</strong></p><p> A well-established financial services firm is seeking a highly organized and proactive Senior Administrative Assistant to support senior leadership and ensure the smooth day-to-day operations of the office. This role requires a high level of professionalism, discretion, and attention to detail, along with the ability to manage multiple priorities in a fast-paced, client-focused environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide high-level administrative support to executives and senior team members, including complex calendar management and meeting coordination</li><li>Prepare and edit correspondence, reports, presentations, and client-facing materials</li><li>Coordinate internal and external meetings, including logistics, agendas, and follow-up actions</li><li>Manage travel arrangements, expense reports, and reimbursements</li><li>Serve as a point of contact for clients, vendors, and internal stakeholders, maintaining a professional and polished presence</li><li>Maintain and organize confidential files, documents, and records</li><li>Assist with project coordination, tracking deadlines, and ensuring deliverables are met</li><li>Support office operations, including ordering supplies and coordinating with vendors as needed</li><li>Help onboard new employees and provide administrative support to team initiatives</li><li>Ensure compliance with company policies and financial industry regulations</li></ul><p><br></p>
We are looking for a highly organized Sr. Administrative Assistant to support leadership and client-facing operations in California. This contract position offers a path to a permanent role and is ideal for someone who thrives in a fast-paced banking environment and can balance executive support, client coordination, and follow-through on critical activities. The person in this role will help keep priorities moving, maintain strong communication across teams, and contribute to a high standard of service for both internal and external stakeholders.<br><br>Responsibilities:<br>• Coordinate calendars, internal meetings, and conference calls for leadership while capturing key discussion points and monitoring follow-up actions.<br>• Support client and prospect interactions by preparing materials, attending meetings when needed, and ensuring next steps are documented and completed.<br>• Organize, review, print, and route loan-related documentation, including tracking signature status and maintaining accurate records.<br>• Gather required information for deposit and lending processes and assist with account-related and operational banking activities.<br>• Perform wire callback support and respond to complex client issues with professionalism, urgency, and sound judgment.<br>• Maintain a structured system for action items, project updates, and service requests so deadlines and client expectations are consistently met.<br>• Travel locally to branch locations, client offices, or residences to deliver or retrieve signed documents and provide administrative support tied to banking transactions.<br>• Contribute to outreach efforts, special assignments, and service initiatives that enhance client experience, team effectiveness, and brand presence.<br>• Follow banking policies and compliance procedures, including proper escalation of unusual activity and adherence to regulatory standards.
We are looking for a highly organized Sr. Administrative Assistant to support senior leadership and business development operations in Costa Mesa, California. This Contract position is ideal for an experienced, detail-oriented candidate who can manage executive priorities, coordinate complex logistics, and produce high-quality business materials in a fast-paced environment. The role calls for strong judgment, excellent communication, and the ability to keep multiple projects moving while maintaining accuracy and consistency.<br><br>Responsibilities:<br>• Support the President, Vice Presidents, and Business Development team with high-level administrative coordination and day-to-day operational assistance.<br>• Create and refine presentations, business proposals, reports, and other business documents for leadership review and external use.<br>• Track open tasks, deadlines, and follow-up items to help ensure commitments are completed accurately and on schedule.<br>• Monitor incoming deliverables from internal teams and external partners, confirming they meet timing, quality, and content expectations.<br>• Serve as a point of coordination for vendors, suppliers, and third-party partners, helping manage communication and next steps.<br>• Organize tradeshows, meetings, and special events by handling logistics, travel planning, printed materials, and promotional support.<br>• Maintain executive calendars and meeting schedules, balancing priorities and improving efficiency for senior leadership.<br>• Arrange detailed domestic and international travel, including itineraries, accommodations, and meeting coordination.<br>• Contribute to cross-functional initiatives, office operations, conference call coordination, and special projects as business needs evolve.
<p>We are currently seeking a dependable and organized Administrative Assistant to support daily operations within a fast-paced office environment. This role serves as a key support function for multiple departments, ensuring that communication, scheduling, and administrative processes run efficiently. The Administrative Assistant will interact with internal team members and external contacts, helping maintain structure and organization across day-to-day business activities.</p><p><br></p><p>The ideal candidate is detail-oriented, proactive, and comfortable managing multiple priorities. This position is well-suited for someone who enjoys keeping things organized, staying ahead of deadlines, and providing reliable support to a growing team.</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li>Coordinate calendars, meetings, and appointments for team members</li><li>Manage incoming calls, emails, and general inquiries, directing them appropriately</li><li>Prepare reports, documents, and correspondence as needed</li><li>Maintain organized filing systems, both digital and physical</li><li>Assist with data entry, tracking, and recordkeeping</li><li>Support office operations including supply management and vendor coordination</li><li>Help with scheduling logistics and meeting preparation</li><li>Perform general administrative duties and assist with special projects</li></ul><p><br></p>
<p><strong>About the Role:</strong></p><p> Robert Half is seeking a detail-oriented and proactive Administrative Assistant to support our client, a well-established financial services firm. This role is ideal for someone who thrives in a fast-paced, professional environment and enjoys being the go-to person for office coordination and executive support.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative support to leadership and internal teams</li><li>Manage calendars, schedule meetings, and coordinate conference calls</li><li>Prepare reports, presentations, and correspondence with a high level of accuracy</li><li>Handle incoming calls, emails, and client inquiries with professionalism</li><li>Maintain and organize files, records, and documentation</li><li>Assist with meeting logistics, including agendas and follow-ups</li><li>Support special projects and ad hoc administrative tasks as needed</li></ul><p><br></p>
We are looking for a highly organized and detail-oriented Administrative Assistant to join our team on a contract-to-permanent basis in Orange, California. In this role, you will provide critical support to the Inside Sales team by managing sales reports, processing orders and quotes, and ensuring seamless communication between customers and internal departments. This position requires a proactive individual capable of handling multiple priorities independently while maintaining accuracy and efficiency.<br><br>Responsibilities:<br>• Prepare and maintain daily, weekly, and monthly sales reports, including bookings, shipments, and forecasts.<br>• Track and follow up on pending quotes, prepaid orders, and open order statuses to ensure timely completion.<br>• Assist in entering and processing sales orders and quotes, ensuring accuracy and compliance.<br>• Organize and maintain records of sales orders, invoices, and quality documentation for easy access and compliance.<br>• Distribute shipment tracking information and required documentation to customers in a timely manner.<br>• Coordinate customer visits, meetings, and internal team communications to support smooth operations.<br>• Provide backup administrative support during peak workloads and assist with special projects as needed.<br>• Support the development and maintenance of standard operating procedures (SOPs) to improve workflow efficiency.<br>• Assist with trade show coordination, marketing activities, and other departmental initiatives.<br>• Manage office supplies and provide general administrative assistance to the team.
<p><strong>About the Role:</strong></p><p> A growing biotechnology company is seeking a detail-oriented and organized Administrative Assistant to support daily office operations and cross-functional teams. This role is ideal for someone who thrives in a fast-paced, innovative environment and enjoys providing essential support to teams working at the forefront of science and healthcare.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative support to multiple departments, including research, clinical, and operations teams</li><li>Manage calendars, schedule meetings, and coordinate logistics for internal and external stakeholders</li><li>Assist with travel arrangements, expense reports, and reimbursement tracking</li><li>Prepare and format documents, presentations, and reports</li><li>Maintain organized records, files, and databases with a high level of accuracy</li><li>Support onboarding of new employees, including coordination of schedules and materials</li><li>Order office and lab supplies, and liaise with vendors as needed</li><li>Assist with planning company meetings, team events, and training sessions</li><li>Serve as a point of contact for general office inquiries and ensure a professional, welcoming environment</li><li>Support ad hoc projects and administrative initiatives as needed</li></ul><p><br></p>
We are looking for an organized Administrative Assistant to support a growing team in California. This contract opportunity with permanent potential is ideal for someone who enjoys keeping office operations running smoothly while managing contract-related paperwork and day-to-day administrative tasks. The role is fully onsite and offers the chance to work in a collaborative office environment with flexibility in scheduling.<br><br>Responsibilities:<br>• Coordinate and maintain contract documentation, ensuring records are accurate, current, and easy to retrieve.<br>• Prepare, review, and process change orders and purchase orders to support active projects and office operations.<br>• Provide front office support by answering incoming calls, directing inquiries, and greeting visitors professionally.<br>• Enter and update information in internal systems and spreadsheets with strong attention to detail.<br>• Assist with general administrative activities such as filing, scheduling, document preparation, and correspondence.<br>• Support project and office teams by tracking paperwork deadlines and following up on outstanding items.<br>• Work with tools such as AutoQuotes, Bluebeam, and Adobe for document handling and project-related administrative tasks, with training available as needed.
<p>Our client is seeking a detail-oriented and organized Administrative Assistant to support day-to-day office operations and help ensure the team runs efficiently.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative and clerical support to staff and management</li><li>Manage calendars, schedule meetings, and coordinate appointments</li><li>Prepare correspondence, reports, and presentations</li><li>Maintain filing systems, records, and office supplies</li><li>Answer phones, greet visitors, and respond to general inquiries</li><li>Assist with data entry and other office support tasks</li></ul><p><br></p>
<p>Our client in the biotech industry is seeking a highly organized and detail-oriented Administrative Assistant to support daily office operations and team coordination in a fast-paced, innovation-driven environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage calendars, schedule meetings, and coordinate appointments for team members and leadership.</li><li>Prepare, edit, and distribute correspondence, reports, presentations, and meeting materials.</li><li>Answer phones, respond to emails, and serve as a professional point of contact for internal and external stakeholders.</li><li>Maintain filing systems, records, and office documentation with a high level of accuracy.</li><li>Assist with travel arrangements, expense reporting, and invoice processing.</li><li>Support departmental projects, meeting logistics, and cross-functional communication.</li><li>Monitor office supplies and coordinate orders as needed.</li><li>Perform additional administrative tasks to support business operations.</li></ul><p><br></p>
<p>We are looking for a highly skilled Executive Assistant to provide direct support to senior leadership. This role acts as a strategic partner, helping manage priorities, streamline communication, and ensure executives can focus on high-level initiatives. The Executive Assistant will handle sensitive information, coordinate complex schedules, and serve as a key point of contact across the organization. The ideal candidate is polished, resourceful, and thrives in a dynamic environment. This individual anticipates needs, solves problems proactively, and maintains a high level of professionalism at all times.</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li>Manage complex calendars, including scheduling meetings, travel, and appointments</li><li>Serve as a liaison between executives, internal teams, and external stakeholders</li><li>Prepare presentations, reports, and executive-level correspondence</li><li>Coordinate meetings, including agendas, materials, and follow-ups</li><li>Handle confidential information with discretion and professionalism</li><li>Assist with project coordination and tracking deadlines</li><li>Screen and prioritize incoming communications</li><li>Support planning of events, meetings, and offsite functions</li><li>Perform additional administrative and operational duties as needed</li></ul>
We are looking for an experienced Executive Assistant to provide dedicated support to senior leadership in a fully remote environment. This Long-term Contract position is based in Tustin, California, and requires an experienced, detail-oriented individual who can manage competing priorities while partnering with executives across multiple U.S. time zones, with strongest alignment to Mountain Time availability preferred. The ideal candidate brings previous experience supporting C-suite leaders and is confident handling sensitive matters, complex scheduling, and high-level coordination with discretion and accuracy.<br><br>Responsibilities:<br>• Provide comprehensive administrative and operational support to executive leaders, ensuring day-to-day activities run smoothly and efficiently.<br>• Oversee complex calendars across multiple time zones, arranging meetings, appointments, and leadership commitments with careful attention to priority and timing.<br>• Coordinate business travel from start to finish, including itineraries, reservations, and related logistics for executive schedules.<br>• Develop meeting materials such as agendas, presentations, and reports to help leaders prepare for internal and external discussions.<br>• Monitor key deadlines, action items, and shifting priorities, following up proactively to keep leadership initiatives on track.<br>• Manage sensitive communications and correspondence with a high level of judgment and confidentiality.<br>• Organize virtual and in-person meetings by handling scheduling details, room coordination, and technology readiness.<br>• Assist with the compilation and formatting of executive documents and leadership-facing materials as needed.
<p>We are seeking a highly organized and proactive Executive Assistant to support senior leadership in a professional services environment. This role goes beyond traditional administrative support—it requires strong judgment, discretion, and the ability to anticipate needs in a fast-paced, high-visibility setting.</p><p>The ideal candidate is polished, detail-oriented, and capable of managing complex schedules and communications while acting as a trusted partner to executives.</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li>Manage complex calendars, scheduling meetings, travel, and priorities for executives</li><li>Coordinate internal and external communications on behalf of leadership</li><li>Prepare reports, presentations, and executive-level documentation</li><li>Organize meetings, including agendas, materials, and follow-ups</li><li>Handle confidential information with a high level of discretion</li><li>Support project coordination and track deadlines</li><li>Assist with event planning, offsites, and executive meetings</li><li>Screen and prioritize incoming communications</li></ul>
<p><strong>About the Role:</strong></p><p> A fast-growing biotechnology company is seeking a highly organized and strategic Executive Assistant to support senior leadership. This role goes beyond traditional administrative support—you’ll act as a trusted partner, helping drive efficiency, manage priorities, and support key initiatives in a dynamic, science-driven environment. The ideal candidate is proactive, detail-oriented, and comfortable operating in a fast-paced, highly confidential setting.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide high-level administrative support to C-level executives, including complex calendar management, meeting coordination, and prioritization of competing demands</li><li>Serve as a gatekeeper and strategic partner, managing communications and ensuring alignment across internal and external stakeholders</li><li>Coordinate domestic and international travel, including detailed itineraries and expense reporting</li><li>Prepare and edit presentations, reports, and executive communications, including materials for board meetings and investor updates</li><li>Support planning and execution of leadership meetings, scientific reviews, and company-wide events</li><li>Track key projects, deadlines, and action items, ensuring timely follow-up and execution</li><li>Liaise with cross-functional teams, including research, clinical, regulatory, and operations</li><li>Handle highly confidential information with discretion and professionalism</li><li>Assist with onboarding senior hires and supporting leadership team initiatives</li><li>Improve administrative processes and implement efficiencies to support organizational growth</li></ul><p><br></p>
<p>We are looking for a Payroll Administrative Assistant to support payroll operations and ensure accurate recordkeeping. This role is ideal for someone early in their payroll or HR career who enjoys working with data, staying organized, and supporting compliance processes.</p><p>You’ll assist the payroll team with data entry, audits, and employee support while gaining exposure to payroll systems and procedures.</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li>Assist with payroll data entry, timecard review, and updates</li><li>Maintain accurate employee payroll records and documentation</li><li>Support payroll processing by verifying hours, pay rates, and deductions</li><li>Respond to employee inquiries regarding pay, timekeeping, and deductions</li><li>Assist with payroll audits and reporting</li><li>Help track compliance with company policies and regulations</li><li>Coordinate with HR and Finance teams on payroll-related matters</li><li>Maintain confidentiality of sensitive payroll information</li></ul>
<p><strong>Join a Team That Keeps Communities Running Smoothly</strong></p><p>A well-established property management group in Oceanside is seeking an organized and service-focused HOA Administrative Assistant to support daily operations for a large residential apartment community. This role is ideal for someone who enjoys working in a fast-paced office environment, communicating with residents, and keeping administrative processes organized and on track. You’ll work closely with property managers, vendors, board members, and residents to help ensure the community operates efficiently and professionally.</p><p><br></p><p><strong>What You’ll Be Responsible For</strong></p><ul><li>Support day-to-day administrative operations for the HOA management team</li><li>Coordinate resident communications, notices, and community updates</li><li>Answer phones, emails, and resident inquiries in a professional and timely manner</li><li>Schedule meetings, prepare agendas, and assist with meeting minutes</li><li>Maintain vendor records, contracts, and work order documentation</li><li>Assist with accounts payable tasks, invoice tracking, and administrative reporting</li><li>Organize and maintain electronic and physical files</li><li>Coordinate maintenance requests and follow up on service completion</li></ul>
<p><strong>Robert Half </strong>is seeking an HR Assistant to support a busy human resources department within a fast-paced professional environment. The HR Assistant will play a key role in supporting onboarding, employee records management, recruiting coordination, and day-to-day HR operations. The ideal HR Assistant is organized, detail-oriented, and capable of handling sensitive information with professionalism and confidentiality. A positive attitude, reliability, and willingness to support multiple HR functions are essential. This contract to potential permanent opportunity is located in the San Diego region and may be onsite or hybrid.</p><p><br></p><p><strong>Key Responsibilities for the HR Assistant:</strong></p><ul><li>Support onboarding and new hire documentation processes</li><li>Maintain employee files and update HRIS records accurately</li><li>Assist with interview scheduling and recruiting coordination</li><li>Respond to employee inquiries regarding HR policies and procedures</li><li>Prepare HR-related documents, reports, and correspondence</li><li>Track required trainings, certifications, and employee documentation</li><li>Support benefits administration and payroll coordination tasks</li><li>Assist with audits, compliance projects, and special HR initiatives</li><li>Manage shared HR inbox and maintain confidentiality of employee information</li></ul>
<p>We are looking for a reliable and detail-oriented Office Assistant to support daily administrative operations. This role is ideal for someone who enjoys staying organized, helping where needed, and contributing to a smooth and efficient office environment.</p><p>You’ll assist multiple team members and play a key role in keeping day-to-day tasks on track.</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li>Provide general administrative support across departments</li><li>Answer phones, route calls, and respond to inquiries</li><li>Assist with scheduling, calendar coordination, and meeting preparation</li><li>Perform data entry and maintain accurate records</li><li>Organize and maintain filing systems (digital and physical)</li><li>Handle mail, deliveries, and office supply management</li><li>Assist with basic reporting and document preparation</li><li>Support special projects and team needs as assigned</li></ul><p><br></p>
<p><strong>Robert Half</strong> is seeking a Senior Accountant to support a fast-paced accounting team within a growing organization. The Senior Accountant will play a key role in maintaining accurate financial records, supporting close processes, and ensuring compliance with accounting standards. The ideal Senior Accountant is analytical, detail-oriented, and comfortable working in a deadline-driven environment. A strong sense of ownership, reliability, and willingness to support team initiatives is essential. This contract to potential permanent opportunity is located in the San Diego region and may be onsite or hybrid.</p><p><br></p><p><strong>Key Responsibilities for the Senior Accountant:</strong></p><ul><li>Prepare and review journal entries and maintain the general ledger</li><li>Support month-end and year-end close processes, including reconciliations</li><li>Perform balance sheet and account reconciliations, identifying and resolving discrepancies</li><li>Assist with financial reporting and preparation of supporting schedules</li><li>Analyze financial data and provide insight into variances and trends</li><li>Ensure compliance with GAAP and company policies</li><li>Support internal and external audit processes</li><li>Assist with process improvements and system enhancements</li><li>Collaborate with cross-functional teams including finance and operations</li><li>Maintain accurate and organized financial documentation</li></ul><p><br></p><p><strong>While on contract, working with Robert Half will provide the ideal Senior Accountant with benefit options and exposure to advanced accounting systems and reporting processes.</strong></p>
<p>A well-established company in Carlsbad is seeking a Senior Staff Accountant to support advanced accounting operations and financial reporting functions. This role is ideal for an experienced accounting professional who enjoys balancing technical accounting responsibilities with process improvement initiatives. The Senior Staff Accountant will work closely with leadership and play a key role in maintaining accurate financial reporting and supporting operational decision-making.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead month-end and year-end close activities</li><li>Prepare and review journal entries, reconciliations, and financial schedules</li><li>Analyze financial statements and investigate variances</li><li>Maintain general ledger integrity and support reporting accuracy</li><li>Assist with budgeting, forecasting, and audit preparation</li><li>Support process improvement initiatives and accounting workflow enhancements</li><li>Collaborate cross-functionally with finance and operations teams</li><li>Assist with compliance and internal controls processes</li></ul>
We are looking for a Human Resources Administrator to join our team in Irvine, California in a contract-to-permanent capacity. This role supports core HR operations with a strong emphasis on benefits administration, employee support, and compliance-focused processes. The ideal candidate brings hands-on experience managing benefit programs, coordinating onboarding activities, and maintaining accurate HR records in a fast-paced environment.<br><br>Responsibilities:<br>• Manage day-to-day administration of employee benefit offerings, including health, dental, vision, life, disability, and retirement programs.<br>• Coordinate new enrollments, status updates related to life events, employee separations, and annual open enrollment activities while ensuring accuracy and timeliness.<br>• Maintain reliable benefits records in HR systems and review carrier billing to resolve discrepancies and support accurate reconciliations.<br>• Work closely with insurance providers, brokers, and external administrators to support smooth delivery of benefit services and issue resolution.<br>• Monitor adherence to applicable federal and state employment and benefits regulations and help maintain compliant HR practices and documentation.<br>• Administer leave and disability cases by tracking requests, communicating with employees, and supporting required documentation.<br>• Assist with payroll-related benefits activity, including deduction review, audits, and reporting tied to employee elections.<br>• Lead benefits orientation sessions and prepare employee-facing materials that explain programs, enrollment steps, and available resources.<br>• Support HR administration tasks such as onboarding coordination, background checks, and I-9 compliance activities as needed.
<p>In a skilled nursing environment, accuracy and follow-through in the business office are just as critical as patient care. We’re seeking a Business Office Assistant who can support billing operations, accounts receivable processes, and administrative workflows in a fast-paced healthcare setting. This role is ideal for someone who understands the complexity of insurance billing, stays organized under pressure, and can ensure financial processes are handled with precision and compliance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support accounts receivable functions, including tracking outstanding balances and follow-ups</li><li>Assist with insurance billing processes, including claim submission and status checks</li><li>Participate in billing audits and “triple check” processes prior to submission</li><li>Maintain accurate financial and patient records</li><li>Communicate with insurance providers, patients, and internal teams regarding billing inquiries</li><li>Assist with collections efforts and payment posting</li><li>Support month-end reporting and reconciliation activities</li><li>Ensure compliance with healthcare regulations and facility policies</li></ul>
<p>We are seeking a detail-oriented Accounting Assistant to support daily financial operations and ensure accuracy across key accounting functions. This role is ideal for someone who enjoys working with numbers, staying organized, and supporting a collaborative finance team. You’ll assist with a mix of accounts payable, accounts receivable, and general ledger support while gaining exposure to core accounting processes.</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li>Assist with accounts payable and receivable processing, including invoice entry and payment tracking</li><li>Perform data entry and maintain accurate financial records</li><li>Support bank and credit card reconciliations</li><li>Help prepare journal entries and assist with general ledger maintenance</li><li>Organize and maintain financial documentation for audits and reporting</li><li>Assist with expense tracking and report review</li><li>Support month-end close activities</li><li>Respond to internal and external inquiries related to accounting transactions</li></ul>
<p>We are looking for an Accounting Assistant to support both financial operations and administrative coordination for a mission-driven organization in Moreno Valley, California. This Long-term Contract position is ideal for someone who is comfortable balancing daily accounting tasks with hands-on office support in a fast-paced, service-oriented environment. The role offers the opportunity to contribute to accounts payable, accounts receivable, reporting support, and general administrative needs while working with teams that serve vulnerable populations.</p><p><br></p><p>Responsibilities:</p><p>• Process outgoing payments accurately, including invoice review, coding, and check handling for accounts payable activities.</p><p>• Record incoming funds and maintain accounts receivable activity with a strong focus on high-volume transactions tied to grants, housing, and assistance programs.</p><p>• Reconcile financial records and support routine balancing tasks to help maintain accurate accounting data.</p><p>• Assist with gathering, organizing, and preparing information needed for internal reports and operational tracking.</p><p>• Provide day-to-day administrative support to department leadership and respond to shifting team priorities as needed.</p><p>• Maintain financial documentation and related records in an orderly manner to support compliance and audit readiness.</p><p>• Use QuickBooks Online to enter, update, and monitor accounting information across assigned workflows.</p><p>• Support cross-functional tasks and special projects that help keep office and finance operations running smoothly.</p>
<p><strong>Overview</strong></p><p>A well-established wealth management firm in San Diego is seeking a dependable and detail-oriented Part-Time Office Assistant to support daily administrative and client service operations. This role is ideal for someone who thrives in a professional, client-facing environment and enjoys providing high-level administrative support in a fast-paced financial services setting.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as the first point of contact for clients, answering phones and greeting visitors in a professional manner</li><li>Assist with scheduling client meetings and maintaining calendars for advisors</li><li>Support client service requests, including account updates, document preparation, and follow-ups</li><li>Manage incoming/outgoing mail, emails, and general office correspondence</li><li>Maintain and organize digital and physical filing systems, ensuring accuracy and confidentiality</li><li>Assist with data entry and updates in CRM systems</li><li>Coordinate office supplies and general office organization needs</li><li>Provide administrative support to advisors and office leadership as needed </li></ul><p><br></p>