<p>We are looking for a<strong> Part-Time </strong>Administrative Assistant to join our team in South San Francisco, California. This contract position offers an opportunity to provide essential support to our operations, ensuring smooth administrative workflows and effective communication. The ideal candidate will have experience handling a variety of administrative tasks and possess strong organizational skills. <strong>Tax Credit or experience with low-income housing is required. </strong></p><p><br></p><p>Schedule: Monday - Wednesday 8;30am - 5:00pm (onsite)</p><p><br></p><p>Responsibilities:</p><p>• Manage day-to-day administrative tasks, including scheduling and coordinating meetings.</p><p>• Answer incoming calls professionally and direct them to the appropriate departments.</p><p>• Perform accurate data entry to maintain and update records and databases.</p><p>• Support office operations by organizing files, handling correspondence, and managing supplies.</p><p>• Assist with tax credit-related documentation and processes, ensuring compliance and accuracy.</p><p>• Provide receptionist duties by welcoming visitors and addressing inquiries.</p><p>• Collaborate with team members to support projects related to low-income tax credit housing.</p><p>• Prepare reports and maintain records related to administrative office functions.</p><p>• Identify and resolve administrative issues efficiently to improve overall workflow.</p>
<p>We are looking for a Part Time Administrative Assistant to join our team in Fairfield, California. In this role, you will handle a variety of complex and confidential administrative tasks, requiring strong organizational skills and attention to detail. This is a long-term contract position offering the opportunity to contribute to the smooth functioning of departmental operations.</p><p><br></p><p>Responsibilities:</p><p>• Perform advanced office support tasks, requiring independent judgment and specialized knowledge.</p><p>• Research and compile data from multiple sources to complete forms or create detailed reports.</p><p>• Provide clear information to staff and the public, ensuring policies and procedures are effectively communicated.</p><p>• Organize and maintain departmental files, ensuring records are accurate and easily accessible.</p><p>• Draft, edit, and proofread correspondence, reports, and specialized documents with precision.</p><p>• Manage and track official documents, ensuring compliance with departmental regulations.</p><p>• Utilize computer systems to input data, generate reports, and maintain databases.</p><p>• Handle administrative details such as ordering supplies, coordinating equipment repairs, and updating reference materials.</p><p>• Review computer-generated reports for errors and ensure corrections are made promptly.</p><p>• Train or supervise team members on specific projects or procedures when necessary.par</p>
We are looking for a dedicated Administrative Assistant to support executive management in Palo Alto, California. This role is ideal for an organized and proactive individual who thrives in a fast-paced environment and is skilled at managing complex schedules and correspondence. As a member of the team, you will play a crucial role in ensuring smooth operations and communication at the executive level. This is a long-term contract position offering stability and opportunities for growth.<br><br>Responsibilities:<br>• Review and assess incoming correspondence and reports to determine their importance and prioritize actions as directed by executive management.<br>• Manage the executive’s calendar by scheduling appointments, coordinating meetings, and arranging travel accommodations.<br>• Organize and facilitate conferences, hearings, and board meetings, ensuring all logistical details, materials, and amenities are prepared.<br>• Draft and edit correspondence, administrative reports, and financial documents using diverse source materials.<br>• Respond to inquiries about organizational activities and programs, providing accurate information and support.<br>• Maintain official records of meetings through minutes, recordings, and other documentation.<br>• Conduct research and compile data to support executive decision-making processes.<br>• Act as a liaison between the executive and internal stakeholders, ensuring effective communication and collaboration.<br>• Oversee and monitor budget processes, ensuring compliance with organizational policies.<br>• Prepare presentations, spreadsheets, and materials for executive use, ensuring high-quality design and accuracy.
<p>We are partnering with a leading law firm in San Francisco to identify a polished, highly professional Legal Administrative Assistant for a full-time (35 hours/week) temporary-to-hire opportunity. This position supports attorneys, paralegals, and case assistants with document production, calendaring, filing coordination, monthly expense reports, travel arrangements, meeting logistics, matter openings, and general administrative execution within a structured law firm environment. While the role interacts with litigation workflows (formatting, TOCs/TOAs, filings), substantive case work remains with the paralegal and case assistant teams.</p><p>The firm is seeking a candidate with strong executive-level administrative fundamentals who can operate confidently in a professional, partner-facing environment and is interested in a longer-term opportunity with potential to convert if the fit is right. After a 90-day introductory period, the position transitions to a hybrid schedule (3 days onsite / 2 days remote).</p><p> </p><p><strong>Core Responsibilities</strong></p><ul><li>Manage attorney calendars, contacts, scheduling, and meeting logistics</li><li>Coordinate conference room reservations and internal/external meetings</li><li>Greet clients and arrange meeting needs, including food, beverage, and AV setup</li><li>Prepare and reconcile monthly expense reports and manage corporate card activity</li><li>Coordinate domestic travel arrangements</li><li>Respond promptly to attorney and staff administrative requests</li><li>Proofread and format legal documents in accordance with firm style standards</li><li>Finalize documents for filing, including formatting and preparation of TOCs</li><li>Prepare legal correspondence and electronic filings as requested</li><li>Create and maintain organized physical and electronic filing systems</li><li>Support new client/matter openings, engagement letters, and binder preparation</li><li>Track attorney bar admissions and CLE information</li><li>Enter attorney hours and assist with time management systems and prebills</li><li>Provide backup administrative coverage and assist with special projects as needed</li></ul>
<p>A well‑established law firm in Berkeley is seeking an Executive Assistant/Office Manager to support their Managing Partner on a contract‑to‑hire basis. This fully on‑site role is ideal for candidates who are proactive, organized, and thrive in a position where they can take ownership and be the key support person for a busy leader. While prior experience in a law firm is a plus, the firm is equally open to candidates who are passionate about executive support and office operations, whether they are looking to grow within legal or simply advance in an EA/Office Manager career path. Training will be provided for the right go‑getter who brings strong initiative and follow‑through.</p><p> </p><p>In this role, you’ll work closely with the Managing Partner to anticipate needs, assist with billing, coordinate travel, and ensure day‑to‑day operations run smoothly. You will also support HR‑focused tasks, including interview coordination and onboarding assistance. This position offers long‑term potential for someone who enjoys being at the center of firm operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide comprehensive executive support to the Managing Partner, including calendar management, meeting prep, task tracking, and follow‑up</li><li>Assist with billing tasks such as time entry, expense tracking, and proofreading invoices (training provided)</li><li>Coordinate domestic travel, logistics, and itineraries</li><li>Manage everyday office operations, including supplies, vendors, and general administrative needs</li><li>Proactively anticipate the Managing Partner’s needs and address issues before they arise</li><li>Support HR‑related coordination, including scheduling interviews and assisting with onboarding</li><li>Handle sensitive and confidential information with discretion</li><li>Step in across various administrative functions to ensure smooth office operations</li></ul>
We are looking for a detail-oriented Administrative Assistant to support billing operations in a fast-paced healthcare environment. This role is based in Santa Clara, California, and offers an excellent opportunity for individuals eager to grow their administrative and financial skills. The ideal candidate will assist with invoicing, purchase order matching, and other bookkeeping tasks while collaborating closely with the sales and management teams.<br><br>Responsibilities:<br>• Prepare and send invoices accurately and in a timely manner.<br>• Match purchase orders to invoices to ensure proper documentation and billing.<br>• Collaborate with the sales and management teams to support billing-related processes.<br>• Assist with bookkeeping tasks and maintain organized financial records.<br>• Manage customer billing inquiries and provide resolution promptly.<br>• Use QuickBooks or similar software for billing and record-keeping purposes.<br>• Generate billing statements and ensure all payments are recorded properly.<br>• Participate in training to learn additional responsibilities and enhance skills.<br>• Maintain administrative records and provide general office support as needed.
<p>Operations Associate (Administrative Assistant)</p><p><br></p><p>• Excellent Administrative Assistant ready to support Tax team! Will teach everything needed</p><p>• Assemble copies of Tax returns, assists with IRS notices.</p><p>• Provides input on evaluating and enhancing tax procedures.</p><p>• Prepare extensions for filing.</p><p>• Tax return preparation assistance</p><p>• Manage tax team deadlines and open projects (updating and tracking of e-Filing and e-work paper control log).</p><p>• Manage client document process.</p><p>• Scan tax returns and uploads to CCH Document and SurePrep.</p><p>• Prepare materials for presentation for prospect/client meeting (folders, proposals, etc).</p><p>• Manage client/entities organizational charts.</p><p>• Maintains PTIN and CAF numbers.</p><p>• Orders annual tax guides.</p><p>• General support for Tax and Audit teams (calendar, travel, expense reports, time and attendance, client billing and special projects).</p><p>• Client Interaction (sign documents and notarize, which may require travel to client home/office).</p><p>• Maintain compliance logs (Officer/Manager designation for respective clients).</p><p>• Travel arrangement as requested.</p><p><br></p><p>Qualifications</p><p>• Bachelor’s degree.</p><p>• Proficiency in word, excel, power point and outlook.</p><p>• Strong organizational, time management and customer service skills.</p><p>• Detail-oriented.</p><p>• Demonstrate analytical and problem-solving abilities.</p><p>• Ability to demonstrate a high level of professionalism.</p><p>• Ability to multi-task and work in a fast paced environment with tight deadlines.</p><p>• Excellent verbal and written communication skills.</p><p>• Ability to meet deadlines and manage time effectively.</p><p>• Notary not required, but preferred.</p><p><br></p><p>Full-time on-site.</p>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Palo Alto, California. In this role, you will handle a variety of administrative tasks, including patient registration, document processing, and insurance verification, while ensuring compliance with organizational policies and procedures. This position requires a strong focus on customer service, organizational efficiency, and the ability to work collaboratively in a fast-paced environment.<br><br>Responsibilities:<br>• Register patients accurately and efficiently, obtaining demographic and insurance information as required.<br>• Collect patient signatures on legal and registration-related documents, ensuring compliance with regulations.<br>• Process payments such as co-pays, deductibles, and deposits, maintaining detailed records.<br>• Scan and upload relevant documentation into the system before the end of each shift.<br>• Utilize online platforms to verify insurance information and patient eligibility.<br>• Prioritize tasks effectively during high-volume periods to optimize operational efficiency and customer satisfaction.<br>• Collaborate with clinical staff, providing necessary materials such as wristbands and facesheets in a timely manner.<br>• Distribute privacy notices and maintain compliance with HIPAA regulations and organizational policies.<br>• Ensure office equipment is functional and follow downtime procedures when necessary.<br>• Attend departmental meetings, workshops, and training sessions to stay updated on policies and procedures.
<p><strong>Administrative Assistant </strong></p><p>The go‑to administrative partner who keeps the team organized, informed, and running efficiently. This role supports daily operations, coordinates schedules, and ensures a smooth flow of communication across the office.</p><p><br></p><p><strong>Top 4 Skills</strong></p><ul><li><strong>Administrative & Scheduling Support</strong> — Manages calendars, meeting prep, and day‑to‑day coordination.</li><li><strong>Communication & Customer Service</strong> — Professional communicator who supports internal teams and external visitors.</li><li><strong>Organization & Time Management</strong> — Balances multiple priorities while maintaining accuracy and structure.</li><li><strong>Problem‑Solving & Initiative</strong> — Anticipates needs, identifies solutions quickly, and keeps operations moving.</li></ul><p><br></p>
<p><strong>Administrative Assistant </strong></p><p>The go‑to administrative partner who keeps the team organized, informed, and running efficiently. This role supports daily operations, coordinates schedules, and ensures a smooth flow of communication across the office.</p><p><br></p><p><strong>Top 4 Skills</strong></p><ul><li><strong>Administrative & Scheduling Support</strong> — Manages calendars, meeting prep, and day‑to‑day coordination.</li><li><strong>Communication & Customer Service</strong> — Professional communicator who supports internal teams and external visitors.</li><li><strong>Organization & Time Management</strong> — Balances multiple priorities while maintaining accuracy and structure.</li><li><strong>Problem‑Solving & Initiative</strong> — Anticipates needs, identifies solutions quickly, and keeps operations moving.</li></ul><p><br></p>
<p><strong>Administrative Assistant</strong></p><p><strong>Description:</strong></p><p>Provide essential office support by managing schedules, correspondence, and organizational tasks to ensure smooth day-to-day operations.</p><p><strong>Responsibilities:</strong></p><ul><li>Manage scheduling and calendars for team members</li><li>Coordinate meetings, travel, and events</li><li>Prepare reports, presentations, and correspondence</li><li>Maintain organized filing systems and office supplies</li><li>Support daily administrative operations</li></ul>
<p>Are you a strategic thinker, master communicator, and calendar management guru? We’re seeking an exceptional Executive Assistant to join our team in the Concord, CA area and support senior leadership in a fast-paced, highly impactful environment.</p><p><br></p><p><strong>Why You’ll Love This Role:</strong> You’ll go beyond classic administrative duties and play a key part in driving operational efficiency. You’ll manage complex schedules, solve problems proactively, and serve as the go-to resource for executive support—helping our leaders stay focused on what matters most.</p><p><strong>What the Executive Assistant Will Do:</strong></p><ul><li>Coordinate and optimize busy executive calendars, ensuring meetings, appointments, and priorities are seamlessly managed</li><li>Anticipate needs and proactively remove roadblocks, using strategic thinking to support leaders’ goals</li><li>Prepare materials and organize travel, meetings, presentations, and communications with professionalism and attention to detail</li><li>Serve as a trusted liaison between executives and internal/external partners, drafting essential correspondence and organizing briefings</li><li>Maintain confidential documents, process expenses, and contribute to process improvements across teams</li><li>Support workflow automation initiatives and leverage digital tools to maximize productivity</li><li>Tackle challenges before they arise—your problem-solving skills will set you apart!</li></ul><p>If you're interested in this Executive Assistant position, submit your resume today!</p>
<p>We are looking for a highly organized and proactive Administrative Assistant to join a collegial law firm in San Francisco, California. This law firm values social and environmental responsibility and prides themselves on fostering a collaborative and detail-oriented work environment. This role is essential in ensuring the smooth operation of daily office activities while supporting the broader team with administrative and clerical tasks. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Maintain office inventory by tracking and ordering supplies, including janitorial items and refreshments.</p><p>• Process incoming and outgoing mail, including postage and sorting duties.</p><p>• Coordinate and prepare conflict checks, ensuring timely distribution and reporting.</p><p>• Provide support for library updates, book distribution, and related library projects.</p><p>• Schedule and organize firm-wide meetings, including preparing minutes for monthly meetings.</p><p>• Assist with travel arrangements and hotel bookings for staff.</p><p>• Manage law clerk evaluations by creating forms, distributing them, and archiving completed evaluations.</p><p>• Ensure the kitchen remains organized and clean, including coffee preparation and dishwasher management.</p><p>• Set up and clean up for firm events, such as lunches and celebrations.</p><p>• Serve as a backup for the administrative assistant and operations coordinator when necessary.</p>
<p>Our client, a distinguished historical location, is seeking a part-time Administrative Assistant on a contract basis in Oakland, California. This part-time role offers an exciting opportunity to contribute to the efficient management of donor databases and support administrative operations in a dynamic environment. The ideal candidate will have experience with donor management systems and a passion for maintaining organization and accuracy in administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Manage and update donor information using DonorPerfect and Raiser’s Edge systems.</p><p>• Perform accurate data entry to ensure the integrity of records and donor details.</p><p>• Provide general administrative support, including scheduling meetings and preparing reports.</p><p>• Assist in implementing new technology solutions to enhance administrative workflows.</p><p>• Respond to inquiries and maintain attentive and precise communication with donors and stakeholders.</p><p>• Organize and maintain office files, both digitally and physically, for easy access.</p><p>• Collaborate with team members to streamline processes and improve efficiency.</p><p>• Generate detailed reports and analytics related to donor contributions and trends.</p><p>• Support event planning and coordination efforts as needed.</p>
<p><strong>Executive Assistant</strong></p><p><strong>Description:</strong></p><p>Support executive leaders through high-level administrative tasks, ensuring efficient calendar coordination and confidential information management.</p><p><strong>Responsibilities:</strong></p><ul><li>Support executive leaders with complex calendar management</li><li>Coordinate travel arrangements and high-level meetings</li><li>Prepare reports, agendas, and minutes</li><li>Handle confidential correspondence and information</li><li>Serve as liaison between executives and staff</li></ul>
<p>Non Profit seeking an experienced Contract Recruiter to support a short-term month hiring initiative focused on filling a small number of key positions across the organization. This role will partner closely with leadership and hiring managers to manage full-cycle recruiting while maintaining a thoughtful, inclusive, and candidate-centered approach aligned with the organization’s mission. </p><p>Key Responsibilities</p><ul><li>Partner with leadership and hiring managers to clarify hiring needs, timelines, and role requirements</li><li>Manage full-cycle recruiting for several priority roles, including sourcing, screening, interviewing, and offer support</li><li>Develop and post job descriptions and outreach strategies that reflect Black Culture Zone’s values and culture</li><li>Proactively source and engage candidates through job boards, networks, referrals, and direct outreach</li><li>Coordinate interviews, gather feedback, and ensure a smooth and professional candidate experience</li><li>Maintain accurate recruiting documentation and tracking throughout the engagement</li><li>Provide regular status updates on hiring progress and pipeline health</li></ul><p><br></p><p><br></p>
<p>A respected and mission-driven organization is seeking a <strong>Human Resources Administrative Assistant</strong> to support its HR team on a temporary project basis. This role is ideal for an organized, detail-oriented professional who thrives in fast-paced environments and enjoys improving processes and systems. The selected candidate will provide high-level administrative support while assisting with an important HR office reorganization initiative.</p><p>This opportunity is being presented by a professional staffing firm on behalf of our client. The organization offers a collaborative environment focused on operational excellence, professionalism, and service to the community.</p><p><br></p><p><strong>Position Overview</strong></p><p>Reporting directly to the HR Specialist, the HR Administrative Assistant will play a key role in supporting daily HR operations while leading efforts to reorganize, digitize, and streamline HR records and workflows. The ideal candidate will demonstrate strong initiative, sound judgment, and the ability to manage multiple priorities while maintaining strict confidentiality.</p><p>,Key Responsibilities</p><p><br></p><p><strong>HR Office Reorganization Project</strong></p><ul><li>Support the reorganization of the HR department’s physical and digital records</li><li>Review and sort legacy files, determining appropriate filing, digitization, or disposal actions</li><li>Identify and organize materials designated for secure disposal</li><li>Assist with improving document retention and filing systems</li><li>Coordinate and schedule interviews, meetings, and HR-related activities</li><li>Conduct employment reference checks in accordance with established policies and procedures</li><li>Maintain accurate employee records through filing, scanning, and document digitization</li><li>Ensure HR databases, shared drives, and filing systems remain organized and current</li><li>Support recruiting efforts including candidate sourcing and interview coordination</li><li>Assist with the development and documentation of workflows and standard operating procedures</li></ul><p><br></p>
We are looking for an experienced Executive Assistant to provide high-level support to C-level executives in Oakland, California. In this long-term contract position, you will play a critical role in ensuring smooth administrative operations, managing sensitive information, and coordinating executive activities with professionalism. This role requires a proactive approach, exceptional organizational skills, and the ability to work independently with minimal supervision.<br><br>Responsibilities:<br>• Organize and manage scheduling for senior executives, including sending invitations, reserving meeting spaces, preparing agendas, and documenting action items.<br>• Develop and revise PowerPoint presentations to support executive communications and internal meetings.<br>• Facilitate effective communication between departments by managing correspondence and ensuring timely responses.<br>• Prepare detailed expense reports and submit them accurately and on time.<br>• Handle confidential information with discretion, maintaining the highest level of professionalism.<br>• Coordinate logistics for internal and external meetings, conferences, and training sessions, including arranging catering and technical setups.<br>• Arrange travel plans for executives, ensuring all accommodations and itineraries are handled efficiently.<br>• Maintain and retrieve important documents and reference materials for easy accessibility.<br>• Perform essential administrative duties such as filing, copying, and managing office supplies.<br>• Uphold strict confidentiality standards in all aspects of the role.
We are looking for a dedicated Office Assistant to join our team in Alameda, California. In this long-term contract position, you will play a vital role in supporting the daily operations of our organization, ensuring smooth administrative processes and effective communication. This role offers an excellent opportunity to contribute to a dynamic environment while developing your attention to detail.<br><br>Responsibilities:<br>• Manage receptionist duties, including greeting visitors and answering inbound calls in a courteous manner.<br>• Organize and maintain office records by scanning and filing documents accurately.<br>• Provide clerical support such as data entry, scheduling appointments, and handling correspondence.<br>• Assist with inventory management and ordering office supplies as needed.<br>• Coordinate with team members to ensure seamless communication and workflow.<br>• Prepare and distribute reports and documents to support organizational needs.<br>• Maintain a clean and organized workspace to promote efficiency.<br>• Support special projects and administrative tasks as assigned.<br>• Uphold confidentiality and adhere to company policies and procedures.
<p><strong>Executive Assistant </strong></p><p>The trusted partner to leadership — managing complex schedules, driving organization, and ensuring seamless communication across the executive team. This role anticipates needs, supports high‑impact priorities, and keeps operations running with precision and professionalism.</p><p><br></p><p><strong>Top 4 Skills</strong></p><ul><li><strong>Executive Calendar & Prioritization</strong> — Manages complex schedules, shifting priorities, and high‑volume meeting coordination.</li><li><strong>Communication & Stakeholder Liaison</strong> — Interfaces with internal teams, clients, and external partners with clarity and executive presence.</li><li><strong>Project & Deadline Management</strong> — Tracks initiatives, prepares materials, and ensures timely follow‑through on key deliverables.</li><li><strong>Problem‑Solving & Anticipation</strong> — Identifies needs ahead of time, resolves issues quickly, and supports executives proactively.</li></ul><p><br></p>
<p><strong>Executive Assistant </strong></p><p>The trusted partner to leadership — managing complex schedules, driving organization, and ensuring seamless communication across the executive team. This role anticipates needs, supports high‑impact priorities, and keeps operations running with precision and professionalism.</p><p><br></p><p><strong>Top 4 Skills</strong></p><ul><li><strong>Executive Calendar & Prioritization</strong> — Manages complex schedules, shifting priorities, and high‑volume meeting coordination.</li><li><strong>Communication & Stakeholder Liaison</strong> — Interfaces with internal teams, clients, and external partners with clarity and executive presence.</li><li><strong>Project & Deadline Management</strong> — Tracks initiatives, prepares materials, and ensures timely follow‑through on key deliverables.</li><li><strong>Problem‑Solving & Anticipation</strong> — Identifies needs ahead of time, resolves issues quickly, and supports executives proactively.</li></ul><p><br></p>
<p><strong>Administrative Coordinator</strong></p><p>The organizational backbone of the team — ensuring daily operations, scheduling, and documentation run smoothly. This role supports internal teams, streamlines workflows, and keeps projects moving with accuracy, efficiency, and a proactive mindset.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Administrative & Operational Support</strong> — Manages calendars, coordinates meetings, organizes documents, and keeps workflows on track.</li><li><strong>Communication & Cross‑Team Coordination</strong> — Clear, professional communicator who supports multiple stakeholders and keeps everyone aligned.</li><li><strong>Organization & Attention to Detail</strong> — Ensures accuracy, manages competing priorities, and keeps information structured and accessible.</li></ul><p><br></p>
<p><strong>Administrative Coordinator </strong></p><p>The organizational backbone of the team — ensuring daily operations, scheduling, and documentation run smoothly. This role supports internal teams, streamlines workflows, and keeps projects moving with accuracy, efficiency, and a proactive mindset.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Administrative & Operational Support</strong> — Manages calendars, coordinates meetings, organizes documents, and keeps workflows on track.</li><li><strong>Communication & Cross‑Team Coordination</strong> — Clear, professional communicator who supports multiple stakeholders and keeps everyone aligned.</li><li><strong>Organization & Attention to Detail</strong> — Ensures accuracy, manages competing priorities, and keeps information structured and accessible.</li></ul><p><br></p>
We are looking for a highly organized and proactive Executive Assistant to support senior leadership in a dynamic environment. This contract position is based in San Francisco, California, and requires someone who can adapt quickly to changing priorities while maintaining a high level of professionalism. The ideal candidate will excel in managing schedules, coordinating travel, and providing administrative assistance.<br><br>Responsibilities:<br>• Manage executive calendars, ensuring all meetings, deadlines, and appointments are organized efficiently.<br>• Arrange and coordinate travel plans, including booking flights, accommodations, and transportation.<br>• Prepare for executive meetings by compiling relevant documents, taking notes, and following up on actionable items.<br>• Provide occasional personal assistance tasks to support executives in their daily activities.<br>• Monitor and handle incoming communications, prioritizing urgent matters and responding on behalf of executives when needed.<br>• Maintain confidentiality when handling sensitive information and documents.<br>• Utilize technology and tools, including AI-based platforms, to streamline processes and improve efficiency.<br>• Handle overtime tasks when necessary, showcasing flexibility to meet the demands of a fast-paced environment.<br>• Collaborate with other departments to ensure seamless coordination of projects and goals.<br>• Act as a liaison between executives and internal/external stakeholders.
<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
