<p><strong>YOUR ORGANIZATION SKILLS ARE THE REASON EVERYTHING RUNS SMOOTHLY.</strong></p><p>A well-established <strong>wealth management and professional services firm</strong> in Rancho Santa Fe is looking for an <strong>Executive Administrative Coordinator</strong> to provide high-level administrative support to a small team of executives and advisors.</p><p>This is an excellent opportunity for an experienced Administrative Assistant or Executive Assistant who enjoys working in a <strong>polished, professional environment</strong> and takes pride in anticipating needs before they're communicated. You'll be trusted with confidential information, complex scheduling, client communications, meeting preparation, and a variety of projects that keep the team operating efficiently.</p><p><strong>WHAT YOU'LL HANDLE</strong></p><ul><li>Manage complex calendars and coordinate internal and external meetings</li><li>Schedule appointments with clients, executives, and outside partners</li><li>Prepare meeting agendas, presentations, and supporting materials</li><li>Coordinate domestic travel and detailed itineraries</li><li>Draft professional correspondence and communications</li><li>Maintain confidential client and company information</li><li>Assist with expense reports and invoice processing</li><li>Coordinate office and client events</li><li>Prepare documents and spreadsheets for leadership</li><li>Maintain organized electronic and physical records</li><li>Serve as a professional point of contact for clients and visitors</li><li>Coordinate follow-ups and action items after meetings</li><li>Assist with special projects and administrative initiatives</li><li>Research information and prepare summaries for leadership</li><li>Anticipate upcoming needs and proactively address administrative issues</li></ul>
We are looking for an Administrative Assistant to join our team on a contract basis. This position supports daily office coordination, document management, and executive scheduling while helping keep administrative operations running smoothly. The ideal candidate is organized, responsive, and comfortable handling a mix of clerical tasks, communication, and project support in a utilities and infrastructure environment.<br><br>Responsibilities:<br>• Coordinate administrative activities by preparing, sorting, scanning, and maintaining business records in both paper and electronic formats.<br>• Keep office operations well supplied by monitoring inventory levels and arranging purchases for materials and equipment as needed.<br>• Provide scheduling assistance by organizing meetings, managing calendars, and assembling agendas or supporting documents in advance.<br>• Support leadership with executive calendar management, ensuring appointments, priorities, and scheduling changes are handled accurately.<br>• Contribute to operational workflows by assisting with permit processing and organizing project-related documentation.<br>• Maintain accurate records for fleet assets, equipment, and external vendors to support day-to-day business needs.<br>• Serve as a point of administrative support for special assignments and team initiatives requested by management.<br>• Handle front-office and communication tasks, including data entry and responding to inbound calls with careful attention to accuracy and service.
We are looking for a detail-oriented Administrative Assistant to support daily office operations in California. This Contract position is ideal for someone who is comfortable handling high-volume administrative tasks, maintaining organized records, and providing effective front-office support. The role requires accuracy, strong communication skills, and the ability to stay productive while managing repetitive work throughout a Monday through Friday schedule.<br><br>Responsibilities:<br>• Enter large volumes of information into office systems with a strong focus on precision and consistency.<br>• Review, update, and maintain records to ensure files remain accurate, complete, and easy to access.<br>• Scan, label, and organize documents so that physical and digital records are properly maintained.<br>• Provide general administrative support for day-to-day office activities and routine operational needs.<br>• Assist with reception and inbound call coverage, directing inquiries in a courteous and helpful manner.<br>• Use Microsoft Office tools to prepare, track, and manage administrative documents and data.<br>• Monitor information for errors or missing details and resolve discrepancies in a timely manner.
We are looking for an experienced Sr. Accountant to support core cash management, reporting, and reconciliation activities for our San Diego, California team. This position plays a key role in maintaining accurate financial records, overseeing daily banking transactions, and helping ensure timely remittance and compliance reporting. The ideal candidate brings strong month-end accounting knowledge, careful attention to detail, and the ability to investigate and resolve account variances efficiently.<br><br>Responsibilities:<br>• Record incoming cash transactions each day, prepare deposits, and coordinate electronic movement of funds between accounts as needed.<br>• Compile recurring carrier reports on a monthly basis and ensure payments are calculated accurately and submitted on schedule.<br>• Administer financial adjustments such as customer refunds, commission-related transactions, chargebacks, and returned payments.<br>• Complete monthly reconciliations for bank accounts and balance sheet accounts, research outstanding differences, and drive issue resolution.<br>• Track daily banking activity and available cash positions, then communicate funding requirements and balance updates to leadership.<br>• Review past-due receivables regularly and take appropriate follow-up actions to support collection efforts.<br>• Oversee year-end reporting obligations and help ensure required filings are prepared accurately and submitted by deadline.<br>• Contribute to carrier audit readiness by organizing documentation and assisting with requests during audit periods.<br>• Provide support for additional accounting assignments and special projects as business needs evolve.
We are looking for a detail-oriented Sr. Accountant to join our team in San Diego, California. In this role, you will take ownership of core close activities, support accurate financial reporting, and collaborate with partners across the organization to address accounting matters effectively. This position offers the opportunity to improve processes, strengthen controls, and contribute to planning and analysis initiatives that support business performance.<br><br>Responsibilities:<br>• Lead assigned month-end close tasks, ensuring financial activities are completed accurately and within established deadlines.<br>• Prepare and review journal entries, maintain general ledger accuracy, and complete account reconciliations to support reliable reporting.<br>• Coordinate with teams across the business to resolve accounting issues, reinforce policy compliance, and elevate significant concerns when needed.<br>• Identify opportunities to improve accounting workflows and help implement solutions that increase reporting efficiency and data accuracy.<br>• Monitor accounts payable and accounts receivable activity to confirm transactions are properly recorded and regularly reconciled.<br>• Support the development of budgets, forecasts, and financial analyses by providing accurate accounting data and insights.<br>• Evaluate existing controls and recommend enhancements that reduce risk and strengthen the overall control environment.<br>• Perform bank reconciliations and investigate variances to ensure completeness and accuracy of cash-related records.
We are looking for a highly organized Executive Assistant to provide contract support to senior leadership in La Jolla, California. This contract position will focus on keeping executive schedules aligned in a fast-moving environment where priorities can shift quickly. The ideal candidate brings sound judgment, strong attention to detail, and the ability to manage complex coordination tasks with professionalism and independence.<br><br>Responsibilities:<br>• Oversee and maintain demanding executive calendars for senior leaders, ensuring appointments and commitments are organized efficiently.<br>• Arrange, confirm, and adjust meetings across Outlook, Microsoft Teams, and Zoom while keeping all participants informed of updates.<br>• Monitor scheduling conflicts in advance and take proactive steps to resolve overlaps, timing issues, and competing priorities.<br>• Respond promptly to cancellations, urgent meeting requests, and last-minute calendar changes with a calm and solutions-focused approach.<br>• Support daily coordination for executive meetings by managing logistics and helping leaders stay on track throughout the day.<br>• Act as a dependable point of coordination for senior executives, using strong judgment to move scheduling matters forward with minimal supervision.<br>• Maintain a high degree of accuracy when handling a large volume of calendar activity and time-sensitive requests.<br>• Coordinate travel arrangements and related scheduling details to support executive business needs as required.
<p><strong>Position Overview</strong></p><p><br></p><p>Our client, a highly respected nonprofit organization, is seeking a proactive and highly capable Executive Assistant to support the CEO. This is a high-visibility, front-facing role requiring exceptional judgment, professionalism, discretion, and attention to detail.</p><p><br></p><p>The ideal candidate will serve as a trusted extension of the CEO and must be comfortable stepping in confidently and representing the CEO professionally when they are unavailable. This individual will interact regularly with donors, board members, committee members, executives, and other VIP stakeholders, making executive presence and excellent communication skills essential.</p><p><br></p><p>This is an opportunity for an experienced Executive Assistant who thrives in a fast-paced, mission-driven environment and can anticipate needs, manage competing priorities, and ensure the CEO and organization are represented at the highest level.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide comprehensive, high-level administrative and executive support to the CEO.</li><li>Manage a complex and dynamic calendar, proactively identifying and resolving scheduling conflicts, double bookings, and potential issues before they arise.</li><li>Serve as a trusted gatekeeper and point of contact for internal and external stakeholders.</li><li>Confidently represent the CEO and organization in their absence, using sound judgment and professionalism.</li><li>Coordinate meetings, appointments, conference calls, and other executive engagements.</li><li>Prepare, organize, and distribute board packets, committee materials, agendas, presentations, and meeting documents.</li><li>Support board members and assist with board and committee communications and logistics.</li><li>Assist with preparing and facilitating board and committee meetings, including helping run meetings and ensuring materials and logistics are handled seamlessly.</li><li>Prepare, format, proofread, and edit documents in Microsoft Word and PDF formats.</li><li>Carefully proofread correspondence, presentations, reports, and meeting materials for spelling, grammar, formatting, and accuracy.</li><li>Draft and prepare professional correspondence, communications, agendas, and other executive materials.</li><li>Coordinate lunches, dinners, meetings, and other executive engagements.</li><li>Support donor-related activities, events, and luncheons, including coordinating logistics and materials.</li><li>Assist with special events, organizational initiatives, and projects on behalf of the CEO.</li><li>Maintain confidentiality and exercise exceptional discretion when handling sensitive information.</li><li>Coordinate occasional travel arrangements and itineraries as needed.</li><li>Track follow-ups, deadlines, and action items to ensure commitments are completed.</li><li>Anticipate the CEO's needs and proactively address issues before they become problems.</li><li>Partner with internal teams, board members, donors, committees, and external partners to ensure a seamless experience.</li><li>Take on additional administrative and project-based responsibilities as needed.</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><strong>A LITTLE ADMIN. A LITTLE CUSTOMER SERVICE. A LOT OF PEOPLE SKILLS.</strong></p><p>A growing <strong>wellness and hospitality organization in Encinitas</strong> is looking for an <strong>Office & Client Services Assistant</strong> to become a key part of its front-office and administrative operations. This is a great position for someone who loves interacting with people but also enjoys the behind-the-scenes organization that keeps a business running. You'll split your time between <strong>client communication, scheduling, administrative support, records, and daily office coordination</strong>.</p><p><br></p><p><strong>WHAT YOUR DAY COULD LOOK LIKE</strong></p><ul><li>Welcome clients and provide a warm, professional experience</li><li>Answer incoming calls, emails, and client questions</li><li>Coordinate appointments and schedules</li><li>Maintain accurate client records</li><li>Process basic forms and administrative documentation</li><li>Assist with invoicing and payment-related questions</li><li>Prepare daily schedules and internal reports</li><li>Coordinate supplies and office inventory</li><li>Communicate with vendors as needed</li><li>Support managers with administrative projects</li><li>Maintain organized digital files</li><li>Follow up with clients regarding appointments or outstanding information</li><li>Assist with events and special projects</li><li>Help identify opportunities to improve the client experience</li></ul>
We are looking for an experienced Sr. Financial Analyst to support program finance activities for a high-technology engineering environment in Carlsbad, California. This role works closely with program leadership and cross-functional teams to strengthen cost visibility, improve forecast accuracy, and provide insight into program financial performance. The ideal candidate brings strong analytical judgment, a proactive approach to risk identification, and the ability to translate complex financial data into clear business recommendations.<br><br>Responsibilities:<br>• Lead the preparation and ongoing refinement of estimates at completion by evaluating incurred costs and building forward-looking, time-phased cost projections.<br>• Assess program financial results against plans and forecasts, then communicate key drivers, trends, and variances to stakeholders in a timely manner.<br>• Partner with teams across program management, supply chain, accounting, operations, and engineering to support execution, resolve financial issues, and improve decision-making.<br>• Establish and maintain program cost baselines that align budget expectations with schedule performance across multiple programs.<br>• Produce recurring and on-demand financial reports using available data sources to support internal reviews and external reporting needs.<br>• Identify financial risks and favorable opportunities, recommend response strategies, and help drive actions that improve program outcomes.<br>• Support annual operating plans and forecast cycles by developing revenue, margin, and cost assumptions grounded in program data.<br>• Contribute financial expertise during proposal activity, audit support, fact-finding exercises, and negotiation preparation as needed.<br>• Provide guidance to less experienced analysts through work review, knowledge sharing, and coaching on financial practices and procedures.
<p>Our client, a leader in the 3PL and logistics space, is looking for a Sr. Financial Analyst to lead financial planning, performance analysis, and reporting for operations in the Temecula, CA area. This role partners closely with cross-functional leaders to guide budgeting, forecast business outcomes, and turn financial results into practical recommendations that support profitability and service excellence. The ideal candidate brings strong experience in cost analysis, cash flow oversight, and client-focused financial support within a fast-paced operating environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead the annual budget process and coordinate timelines across departments to ensure plans are completed accurately and on schedule.</p><p>• Build financial forecasts and scenario models that support company objectives, operational planning, and long-term decision-making.</p><p>• Prepare and maintain monthly profit and loss reporting, investigate unusual variances, and resolve issues before executive review.</p><p>• Oversee capital expenditure planning, manage approval workflows, and track fixed asset activity across multiple sites.</p><p>• Monitor cash position and short-term liquidity needs, identifying risks early and recommending actions to maintain financial stability.</p><p>• Develop and track key performance indicators that measure operational efficiency, margin performance, and month-end close effectiveness.</p><p>• Partner with operations leadership to assess client-level revenue, startup costs, and expected profitability for new and existing business.</p><p>• Review invoicing accuracy against client rate agreements, support billing processes when needed, and ensure sound cost allocation across accounts.</p><p>• Analyze labor, warehouse, transportation, fulfillment, and vendor-related expenses to uncover savings opportunities and improve cost control.</p><p>• Recommend updates to financial policies, agreements, and team structure to support evolving business needs and operational growth.</p>