<p>Our client, a mid-sized engineering and design firm in Vista, is looking for a reliable and process-focused <strong>File Clerk</strong> to assist in organizing technical documentation, project records, and regulatory compliance files. The ideal candidate is someone who enjoys structure, accuracy, and maintaining order in a busy office environment with high documentation volume.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Organize engineering project files, contracts, specifications, and technical drawings</li><li>Perform large-scale scanning projects and ensure accurate digital file indexing</li><li>Maintain a well-organized physical archive and update the firm's digital filing systems</li><li>Assist project managers with locating, retrieving, and distributing documentation as needed</li><li>Monitor incoming project-related paperwork and ensure timely filing</li><li>Track revisions of drawings and documents, ensuring outdated versions are archived properly</li><li>Assist with basic office tasks such as copying, mail sorting, and document binding</li><li>Coordinate with compliance teams to ensure proper record retention practices</li></ul>
<p>A respected healthcare organization in Escondido is seeking a <strong>File Clerk</strong> to support patient records, administrative documentation, and confidential file maintenance. This role requires exceptional organizational skills and the ability to work efficiently in a highly regulated environment with strict privacy protocols.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Organize, label, and file patient documents according to internal filing systems and HIPAA requirements</li><li>Scan, digitize, and upload medical documentation into EMR systems</li><li>Retrieve files for clinical staff and administrative teams upon request</li><li>Maintain the confidentiality and security of all patient information at all times</li><li>Perform routine audits of physical and electronic files to ensure proper categorization</li><li>Assist with purging old records in compliance with retention policies</li><li>Support the front office with mail handling, data entry, and basic administrative tasks</li><li>Track incoming paperwork to ensure no missing or incomplete records</li></ul>
We are looking for a detail-oriented General Office Clerk to join our team in Irvine, California. This is a contract position lasting 1-2 months, with flexible hours requiring approximately 5 hours of work per day. The role is fully onsite and involves a variety of administrative tasks to support daily operations.<br><br>Responsibilities:<br>• Handle incoming and outgoing mail efficiently to ensure timely distribution.<br>• Print and organize documents for various office needs.<br>• Maintain accurate filing systems to ensure quick access to records.<br>• Restock snacks and supplies to keep the office environment well-equipped.<br>• Process billing codes accurately and ensure proper documentation.<br>• Perform ad hoc tasks as needed to support the team.
<p>We are currently seeking candidates with strong data entry skills for upcoming projects. An ideal candidate will have strong data entry skills, alpha-numeric and/or 10 key by touch, as well as experience and proficiency in various software programs such as Microsoft Excel, Blackbaud Raiser's Edge, Donor Perfect, etc. Advanced functions in Excel, such as V-Lookups, Pivot Tables, and Macros are a plus! If you have strong data entry skills, apply today! Submit your resume for more information!</p><p>· Maintains database by entering new and updated customer and account information.</p><p>· Prepares source data for computer entry by compiling and sorting information.</p><p>· Establishes entry priorities.</p><p>· Processes customer and account source documents by reviewing data for deficiencies.</p><p>· Resolves deficiencies by using standard procedures or returning incomplete documents to the team leader for resolution.</p><p>· Enters customer and account data by inputting alphabetic and numeric information on keyboard or optical scanner according to screen format.</p><p><br></p>
<p>The Document Control Technician II will support Los Angeles World Airports (LAWA) by processing, distributing, retrieving, and maintaining all project-related documentation for the Airports Development Group (ADG). This role is essential in ensuring accurate, organized, and efficient management of project records utilizing <strong>PMWeb</strong>, Microsoft Office, Adobe Acrobat, and hard-copy filing systems.</p><p>The selected candidate may be co-located with construction management teams in a field environment once training is completed and must be able to drive between office and onsite locations as needed.</p><p> </p><p> </p><p><br></p><p><strong>Essential Duties & Responsibilities</strong></p><ul><li>Control, scan, index, link, file (hardcopy and digital), and distribute documents through <strong>PMWeb</strong>, including internal ADG records and documents exchanged with contractors, consultants, and City agencies.</li><li>Manage and track the flow of documents such as correspondence, technical submittals, project reports, RFIs, contract plans, and specifications.</li><li>Prepare and issue transmittals and retrieve documents using PMWeb.</li><li>Ensure accuracy, completeness, and adherence to established document control procedures.</li><li>Maintain organized systems for document storage, archiving, and retrieval.</li><li>Support project teams by organizing approval workflows and document routing.</li><li>Assist Project Managers, Construction Managers, and broader project teams with documentation and record-keeping needs.</li><li>Participate in project meetings as required.</li><li>May serve as lead Document Control Technician on specific elements or projects.</li><li>May train new staff on document control procedures and PMWeb usage.</li></ul><p> </p><p> </p><p><br></p><p><b> </b></p><p><br></p>
<p>Robert Half is working with an established law firm in Glendale looking to add a legal secretary to its employment litigation team. This role involves providing comprehensive support to attorneys specializing in employment defense, ensuring smooth case preparation and management. The ideal candidate will thrive in a fast-paced environment and demonstrate exceptional organizational and attention-to-detail skills.</p><p><br></p><p>Responsibilities:</p><p>• Provide direct administrative support to the Special Counsel and an Associate handling employment defense cases.</p><p>• Manage document productions during informal discovery, including redaction of large volumes of wage statements, time records, and meal/rest break documentation.</p><p>• Prepare and file legal documents in state courts, with occasional filings in federal and appellate courts.</p><p>• Coordinate legal calendaring and scheduling for meetings, depositions, mediation sessions, and other case-related activities.</p><p>• Assist with mediation preparation, ensuring all necessary documentation and logistics are in order.</p><p>• Learn and apply the firm's proprietary naming conventions for case documents.</p><p>• Utilize office tools such as Time Matters, Microsoft Word macros, Outlook, and Adobe for case management and document formatting.</p><p>• Collaborate with the office clerk for scanning and saving pleadings and discovery materials.</p><p>• Uphold meticulous attention to detail in all aspects of case preparation and administrative tasks.</p><p>• Maintain a consistent onsite presence four days per week to align with the team's schedule.</p>
<p><strong>Key Responsibilities</strong></p><p><strong>Front Desk & Public Interaction</strong></p><ul><li>Serve as the main Operator for City Hall, answering and routing phone calls, taking messages, and providing general information.</li><li>Greet visitors at the front desk, check them in as needed, and schedule appointments for City staff.</li><li>Provide exceptional customer service in person, by phone, and via email—responding to inquiries, addressing resident concerns, and resolving routine issues.</li><li>Act as the primary point of contact for the public, ensuring timely, courteous, and accurate communication.</li></ul><p><strong>Payments & Cashiering</strong></p><ul><li>Serve as the main cashier for City Hall, processing payments, entering invoice codes, and issuing receipts for all standard transactions.</li><li>Process and invoice applications for programs including Paramedic Membership and Dial-A-Ride.</li><li>Verify billability for ambulance trips and ensure proper documentation is completed.</li></ul><p><strong>Licensing, Permits & Inspections</strong></p><ul><li>Issue and renew business licenses in accordance with City requirements.</li><li>Issue basic permits and create/maintain project files.</li><li>Coordinate and schedule building inspections for the City.</li><li>Route plans to third-party plan checkers and track submission status.</li></ul><p><strong>Administrative Support</strong></p><ul><li>Collect, sort, and distribute incoming and outgoing mail.</li><li>Maintain accurate electronic and physical records for permits, plans, and program applications.</li><li>Create and update forms and process documents to improve administrative workflows.</li><li>Provide general clerical support to staff as needed.</li></ul><p><br></p>
<p><strong>About the Role</strong></p><p>Do you love helping people and keeping things organized? We’re looking for a <strong>Front Desk Coordinator</strong> to be the welcoming face of our office! In this role, you’ll make sure clients feel at home while keeping our day-to-day operations running smoothly.</p><p><strong>What You’ll Do</strong></p><ul><li><strong>Be the first point of contact:</strong> Greet clients with a smile, assist with registration, and answer questions.</li><li><strong>Keep communication flowing:</strong> Answer, screen, and direct calls and emails using a multi-line phone system.</li><li><strong>Stay organized:</strong> Schedule appointments, maintain calendars, and update client profiles.</li><li><strong>Handle the details:</strong> Process payments, file documents, order supplies, sort mail, and manage internal records.</li><li><strong>Support the team:</strong> Help with data entry and keep our databases up to date.</li></ul><p><strong>Why You’ll Love Working Here</strong></p><ul><li>A welcoming team that values collaboration.</li><li>Opportunities to learn and grow.</li><li>A role where you make a real difference every day.</li></ul><p><br></p>
We are looking for an organized and proactive Service Coordinator to join our team in Redlands, California. This is a contract-to-permanent position, offering an excellent opportunity for someone with strong dispatching experience and exceptional organizational skills. The role involves coordinating service requests, managing schedules, and ensuring seamless communication between technicians and customers.<br><br>Responsibilities:<br>• Coordinate and dispatch a team of 10-15 technicians to various service locations.<br>• Schedule maintenance, fire inspections, emergency service requests, and installations related to fire systems, including sprinklers, alarms, and security systems.<br>• Facilitate the ordering and tracking of parts by working with internal teams to ensure availability and provide accurate delivery timelines to customers.<br>• Organize and oversee the delivery of parts required for service jobs, ensuring timely completion.<br>• Implement and manage automated call-off processes to improve efficiency.<br>• Maintain consistent communication with clients and team members to ensure smooth operations.<br>• Contribute to a collaborative team environment while managing individual tasks independently.
We are looking for a dedicated Customer Service Representative to join our team in Irvine, California. As part of this long-term contract position, you will play a vital role in ensuring seamless scheduling and communication for participants, families, and associates. This role requires strong organizational skills, attention to detail, and the ability to maintain professionalism in a fast-paced environment.<br><br>Responsibilities:<br>• Coordinate and assign Behavior Interventionists to participants based on location, skills, and compliance requirements.<br>• Collaborate with participants, families, and clinical teams to develop and optimize schedules.<br>• Maintain and update scheduling records using computer-based systems, ensuring timely confirmation of changes.<br>• Respond promptly and professionally to scheduling requests and changes, addressing concerns and escalating issues as necessary.<br>• Monitor daily attendance and participant assignments, implementing rescheduling and coverage solutions as needed.<br>• Generate and analyze reports to ensure contract compliance, identifying gaps and developing corrective action plans.<br>• Liaise with Payroll, Billing, and Human Resources to ensure accurate payment, credits, and employment status for staff.<br>• Attend staff meetings, training sessions, and other organizational events to support team development.<br>• Provide cross-training to new scheduling coordinators to enhance team capabilities.
We are looking for a dedicated Customer Service Representative to join our team in Newport Beach, California. In this role, you will be responsible for delivering outstanding customer service, handling financial transactions, and assisting clients with their banking needs. This is a long-term contract position, offering an opportunity to make a meaningful impact within the banking industry.<br><br>Responsibilities:<br>• Process a range of financial transactions, such as deposits, withdrawals, loan payments, and transfers, while ensuring accuracy and adherence to banking policies.<br>• Provide prompt and attentive assistance to customers with inquiries regarding their accounts and available banking services.<br>• Actively promote and recommend banking products and services tailored to meet the needs of customers.<br>• Manage and reconcile a cash drawer, complying with established security and audit procedures.<br>• Educate customers on various banking options, including digital services and alternative channels.<br>• Address and resolve customer concerns effectively, ensuring a positive banking experience.<br>• Collaborate with team members to maintain smooth branch operations during busy periods.<br>• Uphold high standards of confidentiality and security in all customer interactions.<br>• Contribute to the achievement of branch goals by delivering exceptional service and support.
We are looking for a courteous and organized Receptionist to join our team on a contract basis in Brea, California. This role is ideal for someone with outstanding communication skills and a meticulous demeanor who thrives in a small office environment. You will play a vital role in ensuring smooth day-to-day operations during a busy tax season.<br><br>Responsibilities:<br>• Welcome clients and visitors, creating a warm and welcoming first impression.<br>• Oversee appointment scheduling and calendar management using Microsoft Outlook.<br>• Perform document filing, scanning, and organization with attention to accuracy.<br>• Manage incoming and outgoing mail, including deliveries.<br>• Monitor and replenish office supplies, ensuring common areas remain tidy.<br>• Provide administrative support to the accounting team, assisting with various tasks.<br>• Uphold confidentiality while handling sensitive client and firm information.
<p>Our client in Vista is seeking a polished, professional, and friendly <strong>Bilingual Spanish/English Receptionist</strong> to serve as the main point of contact for their corporate headquarters. This role is ideal for someone who enjoys interacting with employees and visitors, managing a busy front desk, and supporting administrative projects across departments.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Greet visitors, clients, and vendors with professionalism and warmth</li><li>Answer and route high-volume incoming calls in both English and Spanish</li><li>Manage front office calendar, conference room reservations, and daily visitor logs</li><li>Assist HR, accounting, and operations teams with administrative tasks including scanning, filing, and preparing documents</li><li>Handle incoming mail, deliveries, and outgoing packages</li><li>Support onboarding by preparing badge access, parking passes, and welcome packets</li><li>Maintain lobby appearance, office supply inventory, and general workplace organization</li><li>Assist with company events, catering setups, and meeting materials</li></ul>
<p>We are looking for a detail-oriented and friendly Receptionist to join our team on a contract basis in Hermosa Beach, California. This role is ideal for someone who thrives in a retail environment and enjoys interacting with people. You will play a pivotal role in managing front desk operations and ensuring excellent communication within the organization.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and create a welcoming atmosphere at the front desk.</p><p>• Operate and manage a multi-line phone system to ensure efficient call handling.</p><p>• Answer inbound calls promptly and direct them to the appropriate departments.</p><p>• Maintain a clean and organized reception area to reflect a positive image.</p><p>• Assist with administrative tasks such as scheduling and data entry.</p><p>• Monitor and manage office supplies to ensure availability.</p><p>• Provide accurate information to customers or callers regarding services.</p><p>• Coordinate with other departments to facilitate smooth communication.</p><p>• Support part-time receptionist operations when needed.</p>
We are looking for an experienced Customer Service Representative to join our team in Anaheim, California, on a contract basis. In this role, you will provide exceptional support to customers while handling a variety of responsibilities, including assisting senior team members and contributing to departmental initiatives. This position offers opportunities for growth and development as you enhance your skills and take on additional tasks.<br><br>Responsibilities:<br>• Address customer inquiries promptly and in a detail-oriented manner, ensuring satisfaction and positive experiences.<br>• Escalate complex issues and critical cases to senior team members with thorough documentation.<br>• Support higher-level representatives by managing standard workloads during peak periods.<br>• Mentor and guide entry-level customer service staff to enhance team performance and support individual growth.<br>• Gain in-depth knowledge of assigned products and services to resolve common customer concerns.<br>• Develop and update internal resources such as FAQs and knowledge base articles based on customer feedback.<br>• Maintain accurate records of customer interactions, including detailed case notes and resolution steps.<br>• Assist with quality control processes by gathering data and conducting preliminary audits.<br>• Utilize multiple platforms, including Salesforce Service Cloud, to manage cases efficiently.<br>• Analyze customer trends and historical data to identify recurring issues and propose solutions.
<p>We currently have an opening for an articulate, skilled Receptionist. In this role, you will greet visitors, handle incoming calls and perform general administrative duties. Proficient Receptionists will also assist other administrative staff with overflow work, including word processing, data entry and Internet research tasks. Tasks include but are not limited to: </p><p><br></p><p>· Answer and direct phone calls in a polite and friendly manner</p><p>· Welcome visitors in a warm and friendly manner, and answer any questions visitors have</p><p>· Maintain reception area and all common areas in a clean and tidy manner at all times</p><p>· Operate standard office equipment on a regular basis, including a fax machine, a copy machine, and a computer</p><p>· Keep detailed and accurate records of visitor requests and of calls received</p><p>· Receive deliveries; sort and distribute incoming mail</p><p>· Take inventory of supplies and restock as needed</p><p>· Maintain the general office filing system</p>
<p>We are looking for a detail-oriented and personable Part-Time Receptionist to join our team in San Diego, California. In this contract role, you will serve as the first point of contact for visitors and callers, ensuring smooth daily operations and providing excellent customer service. The ideal candidate will have strong organizational skills and a proactive approach to handling various administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Answer and direct incoming calls using a multi-line phone system.</p><p>• Welcome and assist guests upon arrival, providing a friendly and detail-oriented experience.</p><p>• Organize and schedule lunches and meetings as needed.</p><p>• Maintain accurate records and manage filing systems efficiently.</p><p>• Perform data entry tasks with attention to detail, ensuring accuracy.</p><p>• Handle email correspondence in a timely and detail-oriented manner.</p><p>• Coordinate and schedule appointments, ensuring effective time management.</p><p>• Support general office operations by managing supplies and keeping common areas tidy.</p><p>• Utilize Microsoft Office tools, including Excel, Word, and Outlook, to complete administrative tasks.</p><p>• Collaborate with team members to ensure seamless communication and workflow.</p>
We are looking for a dedicated Customer Service Representative to join our team on a long-term contract basis in Long Beach, California. In this role, you will be responsible for delivering exceptional customer support, resolving inquiries promptly, and assisting in order entry processes. This is a fantastic opportunity to contribute to a dynamic team within the apparel manufacturing industry.<br><br>Responsibilities:<br>• Respond to customer inquiries via phone or email with professionalism and efficiency.<br>• Handle inbound calls and provide accurate information to address customer needs.<br>• Process and manage order entries while ensuring accuracy and timeliness.<br>• Collaborate with Account Managers to deliver seamless customer service support.<br>• Prioritize tasks effectively to meet deadlines in a fast-paced environment.<br>• Apply problem-solving skills to address challenges and find suitable resolutions.<br>• Utilize Zendesk and NetSuite systems to manage customer interactions and track orders.<br>• Maintain a high level of attention to detail and organizational skills to manage multiple tasks.<br>• Deliver friendly and engaging customer service experiences through clear and casual communication.
We are looking for a dedicated Customer Service Representative to join our team in Santa Fe Springs, California. In this role, you will support a manufacturing environment by managing customer inquiries, processing orders, and performing various administrative tasks. This position offers a Contract to permanent opportunity, providing long-term growth potential for motivated individuals.<br><br>Responsibilities:<br>• Manage customer orders accurately, ensuring timely processing and delivery.<br>• Handle inbound and outbound communication with customers to address inquiries and resolve issues.<br>• Maintain organized records and assist with filing and data entry tasks.<br>• Collaborate with team members to support daily operations and ensure smooth workflow.<br>• Perform general office duties, including handling mail and maintaining supplies.<br>• Utilize Microsoft Office tools to create and update documents efficiently.<br>• Ensure customer satisfaction through proactive communication and problem-solving.<br>• Act as a reliable team player, contributing to a positive and productive work environment.<br>• Monitor and report on order statuses, identifying and addressing potential delays.<br>• Support special projects or assignments as needed to meet organizational goals.
<p>We are looking for a dynamic Customer Service Representative to join our team in Cerritos, California. In this Contract to permanent position, you will play a key role in delivering exceptional customer experiences in a showroom environment while supporting various sales and operational functions.</p><p><br></p><p>Responsibilities:</p><p>• Provide outstanding customer service to showroom visitors, ensuring a positive and engaging experience.</p><p>• Collaborate with the sales team to support cross-functional tasks and enhance operational efficiency.</p><p>• Assist in training employees on outdated systems to ensure smooth transitions and effective use.</p><p>• Represent the company with attention to detail at tradeshows, requiring travel for 3-day trips up to 4-6 times per year.</p><p>• Handle inbound and outbound calls, responding promptly to customer inquiries and scheduling appointments.</p><p>• Manage order entry, data processing, and email correspondence with attention to detail.</p><p>• Utilize tools such as Microsoft Word and Excel to maintain accurate records and support reporting needs.</p><p>• Ensure high levels of organization and multitasking to meet customer and business demands.</p><p>• Maintain a welcoming and well-organized showroom environment while standing for extended periods.</p><p>• Leverage problem-solving skills to address customer concerns effectively.</p>
<p>Our client, a rapidly growing distribution company in Carlsbad, is seeking an extremely detail-oriented <strong>Data Entry Specialist</strong> to support inventory management, order accuracy, and digital record maintenance. This role is critical to the company’s daily workflow and requires someone who is fast, accurate, and comfortable working with multiple systems simultaneously. If you enjoy structured, task-focused work and take pride in accuracy, this position is a great fit.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Enter high-volume order data, purchase orders, SKU updates, and shipment details into internal databases</li><li>Maintain accurate digital records of vendor information, product specifications, and pricing updates</li><li>Verify and correct discrepancies in order documentation, packing lists, and inbound/outbound inventory logs</li><li>Support warehouse and operations teams by updating inventory levels in real time</li><li>Assist with reporting needs, including weekly data pulls, spreadsheet updates, and database clean-up</li><li>Audit internal records regularly to ensure up-to-date and error-free information</li><li>Coordinate data transfers between the ERP system and CRM as needed</li><li>Work closely with supervisors to prioritize daily data-entry queues</li></ul>
<p>A fun, energetic <strong>recreational gymnastics and fitness facility in Encinitas</strong> is searching for an enthusiastic <strong>Customer Service Representative</strong> to support families, students, and members. This role is ideal for someone who enjoys a lively environment, works well with children and parents, and can balance administrative duties with stellar customer service.</p><p><br></p><p><strong>🔹 Key Responsibilities</strong></p><ul><li>Provide outstanding customer service to parents, students, and visitors both in person and by phone.</li><li>Assist with class scheduling, enrollment, cancellations, and membership questions.</li><li>Process payments, manage class waitlists, and communicate program updates.</li><li>Maintain a safe, clean, and welcoming lobby and front desk area.</li><li>Help monitor check-in procedures for classes, camps, and special events.</li><li>Respond to messages, emails, and inquiries in a timely and helpful manner.</li><li>Support instructors by providing updated rosters, attendance sheets, and announcements.</li><li>Assist with promotional events, parent nights, and seasonal activities.</li></ul>
<p>A busy, client-focused office in Carlsbad is seeking a polished and bilingual <strong>Receptionist (Spanish/English)</strong> to be the welcoming face of the company. This role handles high-volume phone calls, walk-in support, and essential administrative tasks. The ideal candidate is warm, articulate, dependable, and able to switch seamlessly between Spanish and English in a professional environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide a friendly, professional greeting to all visitors, clients, and vendors</li><li>Answer and route incoming calls in both English and Spanish</li><li>Manage front desk calendar, meeting rooms, and visitor sign-in procedures</li><li>Assist with intake forms, client paperwork, and data entry</li><li>Translate documents and relay information in Spanish as needed</li><li>Maintain lobby cleanliness and presentation standards</li><li>Process incoming/outgoing mail and packages</li><li>Support administrative teams with scanning, filing, and document updates</li><li>Prepare daily logs, sign-in sheets, and reception reports</li><li>Provide backup support to HR, accounting, and office operations when needed</li></ul>
<p>A high-end hospitality and services company in Oceanside is hiring a <strong>Customer Service Representative</strong> to provide elevated service to clients, manage appointment scheduling, and support front-end operations. This position requires a polished, service-focused communicator who enjoys working with people and creating memorable guest experiences.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet clients, answer incoming calls, and manage high-volume scheduling</li><li>Handle billing questions, membership inquiries, and service upgrades</li><li>Provide knowledgeable recommendations based on client needs</li><li>Maintain accurate records of appointments, client profiles, and visit history</li><li>Resolve concerns quickly with tact, professionalism, and a hospitality-first mindset</li><li>Assist with front office presentation, light administrative duties, and coordination with management</li></ul>
<p>We are seeking an experienced Client Services Administrator to join a small but dynamic financial services team. The ideal candidate will combine strong communication and organizational skills with fluency supporting both classic administrative functions and process improvements. This role is integral to delivering excellent client experiences and boosting operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for client inquiries and account administration.</li><li>Maintain and update client records using CRM and financial management platforms.</li><li>Prepare required documentation for account openings, transfers, and client transactions.</li><li>Coordinate and schedule meetings, prepare agendas, and track follow-up actions.</li><li>Support workflow automation and cross-functional process improvement initiatives.</li><li>Assist with compliance and regulatory document management.</li><li>Act as a liaison between clients, advisors, and internal teams to ensure seamless service.</li><li>Manage confidential information with professionalism and discretion.</li></ul><p><br></p>
