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22 results for Senior Tax Services Associate in Riverside, CA

Sr. Accountant

Newport Beach, CA
onsite
Permanent / Full Time
90000 - 105000 USD / Yearly
We are looking for a Senior Accountant to join our team in Newport Beach, California and play a central role in delivering timely, accurate financial reporting. This position supports the monthly close cycle, prepares key accounting analyses, and helps maintain the integrity of consolidated financial statements. The ideal candidate brings strong general ledger expertise, sound judgment, and the ability to improve processes while partnering effectively across finance and audit activities. Responsibilities: • Lead critical activities within the month-end close process, ensuring financial results are recorded completely and accurately. • Prepare, review, and validate journal entries, reconciliations, and supporting schedules across assigned accounts. • Analyze general ledger activity and resolve discrepancies to maintain reliable consolidated reporting. • Coordinate accounting treatment for foreign currency remeasurement, intercompany eliminations, and expense allocations during close. • Support special projects by organizing documentation, managing timelines, and recording related accounting entries when needed. • Identify opportunities to streamline close procedures and recommend more efficient accounting workflows. • Contribute to the development and consistent application of accounting policies that strengthen reporting accuracy across the organization. • Partner with internal and external auditors by assembling schedules, responding to requests, and supporting quarterly and annual audit procedures. • Assist with internal and external financial reporting deliverables, including recurring management packages and SEC-related filings, while following established controls and compliance standards.
2026-05-14T00:00:00Z

Sr. Accountant

La Puente, CA
onsite
Temporary / Contract
48.08 - 52.88 USD / Hourly
Robert Half Management Resources is actively recruiting for an strong Sr. Accountant to join the loan staff practice. The consultant’s primary responsibilities will be supporting the accounting team with month end close, booking journal entries, reconciling balance sheet accounts, doing flux analysis and complex accounting entries. In addition, the consultant will need a strong understanding of GAAP accounting. This role is onsite. Technical Skills: - Strong month end close experience (Booking entries, Reconciliations, critical thinking skills) - Complex financial transaction experience (Accruals, Bonds, Loans, Debt covenants) - Capital projects (depreciation, additions, disposals) - Analyze monthly financial statements’ actual to budget and balance sheet flux analysis - Support external audit if needed - Heavy excel (Pivot tables, VLOOKUP, large data sets) Soft Skills: - Ability to understand business processes quickly - Communicates effectively with various levels within the organization
2026-05-15T00:00:00Z

Sr. Accountant

Redlands, CA
onsite
Permanent / Full Time
75000 - 95000 USD / Yearly
We are looking for a Sr. Accountant to join a finance team in Redlands, California. This position will play a key role in maintaining accurate financial records, supporting the close process, and delivering reliable reporting for business decision-making. The ideal candidate brings strong general ledger expertise, sound analytical judgment, and a detail-oriented approach to core accounting activities. Responsibilities:• Manage balance sheet reconciliations and resolve discrepancies to keep accounts accurate and fully supported.• Contribute to month-end, quarter-end, and year-end close activities by preparing schedules and helping finalize financial results on time.• Create and review journal entries to ensure transactions are recorded correctly in the general ledger.• Maintain the integrity of accounting records by monitoring account activity and updating supporting documentation as needed.• Investigate financial fluctuations, explain variances, and highlight notable trends that may affect performance.• Assist in producing internal financial statements and management reports with a focus on accuracy and timeliness.• Support budgeting and forecasting efforts by gathering financial information and assisting with analytical review.• Handle core accounting tasks related to cash activity, accruals, prepaid expenses, fixed assets, and bank reconciliations.• Reinforce accounting controls by following established policies and helping maintain compliance with internal procedures.
2026-05-19T00:00:00Z

Sr. Accountant

Orange, CA
onsite
Permanent / Full Time
60000 - 90000 USD / Yearly
We are looking for an experienced Sr. Accountant to join a respected organization in California. This role is ideal for a finance specialist who can manage core accounting activities, support accurate reporting, and contribute meaningful insight in a fast-moving environment. The position offers the opportunity to work across month-end close, reconciliations, financial analysis, audit support, and process improvement while partnering with leaders across the business. Responsibilities: • Lead month-end close activities, including preparing journal entries, reconciling accounts, and producing supporting financial reports. • Develop consolidated profit and loss and balance sheet variance analyses to help management understand monthly results. • Review accounting activity for alignment with internal policies, procedures, and control standards, and respond to cross-functional finance requests. • Analyze operating and financial performance by identifying trends, key metrics, and areas requiring further review. • Support quarterly review processes and coordinate documentation requests for internal and external audit engagements. • Prepare and maintain accurate balance sheet reconciliations and follow through on outstanding items in a timely manner. • Identify opportunities to streamline accounting workflows and improve reporting efficiency through automation and better processes. • Contribute to departmental initiatives and complete special projects that support broader finance objectives.
2026-05-12T00:00:00Z

Sr. Accountant

Irvine, CA
onsite
Permanent / Full Time
95000 - 125000 USD / Yearly
We are looking for an experienced Sr. Accountant to join a growing finance team in Irvine, California. This role supports core accounting operations, contributes to an efficient month-end close, and helps maintain accurate financial reporting across key areas of the business. The ideal candidate brings strong accounting knowledge within a manufacturing environment and is comfortable identifying ways to streamline important financial processes. Responsibilities: • Record and post journal entries while supporting timely completion of monthly close activities for assigned accounts. • Reconcile balance sheet accounts, investigate variances, and perform analytical reviews to strengthen reporting accuracy. • Review customer billing transactions, confirm proper general ledger classification, and apply incoming payments and deposits accurately. • Monitor receivables aging and help maintain reliable cash reporting through careful follow-up and account review. • Manage intercompany sales accounting, complete reconciliations, and support accurate elimination entries during consolidation. • Evaluate revenue transactions based on shipping terms and contract details to ensure compliance with applicable accounting standards. • Track deferred revenue related to service agreements and recognize income in line with contractual performance obligations. • Contribute to accounting process improvements, system enhancements, and other finance initiatives as business needs evolve.
2026-05-14T00:00:00Z

Sr. Accountant

Mission Viejo, CA
onsite
Permanent / Full Time
90000 - 115000 USD / Yearly
We are looking for an experienced Sr. Accountant to support accurate financial reporting and strengthen day-to-day accounting operations. This position plays a key role in the monthly close, audit readiness, compliance activities, and maintenance of sound accounting procedures. The ideal candidate brings strong technical accounting knowledge, sharp analytical skills, and the ability to collaborate across finance functions while helping develop entry-level team members. Responsibilities: • Manage monthly and periodic close activities by preparing journal entries, supporting schedules, and clear financial variance explanations. • Review and reconcile general ledger and balance sheet accounts, researching discrepancies and resolving issues in a timely manner. • Develop, update, and maintain accounting policies, procedures, and standard operating documentation to support consistency and internal control. • Assemble financial reporting packages for leadership review and revise schedules or analyses based on feedback from management. • Support accounts payable and accounts receivable workflows by improving coordination, accuracy, and control across related processes. • Prepare required tax, survey, and regulatory filings with close attention to accuracy, completeness, and submission deadlines. • Partner with external auditors by organizing documentation, answering requests, and providing schedules needed for annual audit activities. • Monitor adherence to applicable local, state, and federal requirements and help ensure accounting practices remain compliant. • Provide guidance and training to accounting team members while contributing to process improvement efforts and special projects.
2026-05-12T00:00:00Z

Sr. Accountant

Azusa, CA
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
We are looking for an experienced Sr. Accountant to support financial operations for a privately held manufacturing organization in Azusa, California. This position plays a key role in tracking production-related costs, maintaining accurate inventory accounting, and delivering financial insight that helps leadership make informed business decisions. The ideal candidate brings strong analytical ability, hands-on experience in manufacturing accounting, and a solid command of large ERP platforms and Excel-based reporting. Responsibilities: • Analyze production costs, overhead activity, and spending trends to provide accurate reporting and highlight opportunities to improve margins. • Maintain inventory accounting records by reviewing valuations, reconciling balances, and monitoring raw materials, work in process, and finished goods activity. • Prepare journal entries, account reconciliations, and supporting schedules to ensure the general ledger remains accurate and complete. • Contribute to month-end and year-end close activities, including variance analysis and preparation of financial reports tied to manufacturing performance. • Support budgeting and forecasting efforts by developing cost assumptions, production-related analyses, and financial models. • Use ERP systems such as NetSuite, Oracle, SAP, or similar platforms to manage financial data, produce reports, and strengthen reporting accuracy. • Partner with operations, supply chain, and finance teams to improve cost controls, streamline accounting processes, and support operational efficiency initiatives. • Assist internal and external audit activities by organizing documentation, explaining account activity, and ensuring required financial records are available. • Uphold compliance with GAAP, internal controls, and company accounting policies across all assigned responsibilities.
2026-04-27T00:00:00Z

Sr. Accountant

Costa Mesa, CA
onsite
Permanent / Full Time
79000 - 93000 USD / Yearly
Our client has grown to become one of the largest privately owned operators of home and apartment communities in the United States. Strong teamwork and commitment from staff are key drivers of success. at this esteemed company. We are assisting them with the search of a strong and committed Senior Staff Accountant, Responsibilities• Prepares and posts journal entries as part of the monthly closing process• Provide accounting for a company owner in QuickBooks, ensuring accurate transaction recording, reconciliations, and timely organization of personal financial data• Reviews accounts payable disbursements, assisting with related questions or staff training• Prepares reconciliations and analyses of accounts• Prepares financial report packages and analyses for senior management and investors• Assists with the monthly budget variance analysis and cash flow forecast process for operating expenses• Supports the properties in all accounting matters• Assist with payroll accounting as needed• Assists with preparing company-wide budget schedules• Assist with quarterly and annual bank reporting• Participates in continuous improvement of internal processes, procedures, and controls• Assists with special projects and ad hoc reporting as needed• Position duties and work schedule may change according to business needs at any time or as instructed by managemento The Company reserves the right to add or change duties at any time. Job Qualifications• Minimum Education: BA/BS degree in accounting or related field• Minimum Experience: 3 years of full-cycle accounting• CPA a plus• Accurate, thorough, and detail-oriented• Must be very organized• Strong written and verbal communication skills• Positive attitude and works well in a team environment• Intermediate to advanced knowledge of Microsoft Excel• Experience with QuickBooks, Yardi, and/or other accounting software a plus
2026-05-06T00:00:00Z

Sr. Accountant

Irvine, CA
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
We’re seeking a Senior Staff Accountant to lead financial reporting, audits, and compliance for our developer portfolio. You’ll manage month-end close, reconcile accrual-based financials, and review property transactions for accuracy and compliance. The role involves supervising a Staff Accountant, coordinating with property and asset managers, lenders, and auditors, and preparing financial statements and annual filings. You’ll also handle audit support, track deadlines for loans, taxes, and insurance, and update policies and procedures. The ideal candidate is detail-oriented, organized, and excels at independent work in a deadline-driven environment.Apply now to make an impact in the new year!
2026-04-28T00:00:00Z

Sr. Accountant

Costa Mesa, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for an experienced Senior Accountant to join our team in Costa Mesa, California. In this role, you will manage core accounting functions, including accounts receivable, accounts payable, and payroll, while supporting critical financial processes such as month-end close and financial reporting. Your expertise in debits and credits and attention to detail will be key to ensuring the accuracy and integrity of our financial records. Responsibilities: • Oversee accounts receivable, accounts payable, and payroll operations to maintain smooth financial workflows. • Perform month-end close tasks, including preparing journal entries and ensuring accuracy in the general ledger. • Reconcile accounts and bank statements to verify the accuracy of financial transactions. • Assist in the preparation and review of financial statements to support reporting requirements. • Analyze and resolve discrepancies in financial records to ensure compliance with accounting standards. • Maintain detailed documentation of accounting processes and transactions. • Collaborate with team members to improve efficiency in financial operations. • Ensure adherence to internal controls and regulatory requirements. • Provide support during audits and assist in the preparation of audit schedules. • Monitor financial data and provide insights to management for decision-making.
2026-05-06T00:00:00Z

Sr. Accountant

Laguna Beach, CA
onsite
Permanent / Full Time
70000 - 100000 USD / Yearly
We are looking for an experienced Senior Property Accountant to join our team in Laguna Beach, California. This role is ideal for a detail-oriented individual with a strong foundation in commercial real estate accounting and financial management. You will play a key role in managing diverse property portfolios, ensuring accurate reporting, and maintaining compliance with regulatory standards. Responsibilities: • Oversee property tax records, process payments, and track assessed values to ensure accurate reporting. • Approve and initiate wire transfers while maintaining detailed cash management documentation. • Review and document lease provisions using Yardi and Excel, ensuring compliance and accuracy. • Calculate retail and percentage rent, prepare reconciliations, and coordinate tenant communications. • Process internal management fee payments and ensure adherence to local and state regulations for all entities. • Generate journal entries, perform monthly bank reconciliations, and review balance sheet accounts such as accounts receivable, accounts payable, and prepaid expenses. • Assist in budgeting for taxes, insurance, and licenses while supporting property acquisitions and onboarding. • Provide backup support for accounts payable and receivable teams and contribute to policy development. • Participate in software implementation projects and complete ad-hoc assignments as required.
2026-05-06T00:00:00Z

Sr. Accountant

Corona del Mar, CA
onsite
Permanent / Full Time
120000 - 125000 USD / Yearly
We are offering an exciting opportunity for an experienced Senior Accountant in the financial services industry, based in Corona Del Mar, California. This role involves in-depth knowledge of full-cycle accounting, financial reporting, and payroll management. The selected candidate will be instrumental in streamlining our accounting processes and improving our financial health. Responsibilities: • Handle public and private accounting duties, prioritizing small accounting firms • Manage payroll operations, ensuring accuracy and timeliness • Oversee full cycle accounting, from initial transaction recording to the preparation of financial reports • Prepare comprehensive financial reports with clear and reliable data • Utilize Microsoft Excel for complex financial data management and analysis • Perform bank reconciliations, ensuring all financial transactions are recorded accurately • Prepare and post journal entries and month-end close activities • Conduct public accounting audits to ensure compliance with standards and regulations • Maintain a high level of communication within the team and with external stakeholders • Possess or be working towards a CPA certification for advanced accounting knowledge and skills.
2026-04-28T00:00:00Z

Sr. Financial Analyst

Irvine, CA
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
We are looking for an experienced Senior Financial Analyst to join our team in Irvine, California. In this role, you will play a key part in driving financial planning, forecasting, and performance analysis across multiple brands and categories. This position offers the opportunity to work closely with leadership and cross-functional teams to support strategic decision-making and enhance profitability. Responsibilities: • Coordinate and contribute to the multi-year financial planning process for multiple brands, ensuring accurate reporting and consolidation of plans. • Collaborate with demand planning, sales, and product development teams to create and validate rolling revenue forecasts, identifying trends, risks, and opportunities. • Present financial insights and forecasting updates to the executive team, highlighting key findings and recommendations. • Monitor and analyze performance metrics across categories, regions, and channels to identify areas for profitability improvement. • Develop and maintain detailed expense models and forecasts to support informed business adjustments. • Conduct variance analyses to compare actual financial results against forecasts and budgets, providing actionable insights. • Build and deliver ad hoc financial reports and analyses as needed to support leadership decisions. • Utilize data mining techniques to uncover valuable insights and drive improvements in financial processes. • Partner with cross-functional teams to ensure alignment on financial objectives and strategies. • Investigate and resolve discrepancies in financial data to ensure accuracy and reliability.
2026-04-28T00:00:00Z

Sr. Financial Analyst

Long Beach, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
📊 Senior Financial Analyst – Long Beach, CA | ManufacturingJoin a growing manufacturing company in Long Beach as a Senior Financial Analyst and play a key role in driving profitability, improving operations, and influencing strategic decisions.What You'll Do:<ul><li>Analyze performance across product lines, capital projects, and operations</li><li>Provide site-level insights on sales, labor, and efficiency metrics</li><li>Build forecasts, budgets, and financial models</li><li>Partner with teams across operations, accounting, and leadership</li><li>Present key financial trends and recommendations to senior management</li></ul>What You Bring:<ul><li>Strong analytical and modeling skills</li><li>Experience in manufacturing or related industries</li><li>Ability to turn data into actionable business insights</li></ul>Why Join Us?Competitive pay, full benefits, and a chance to impact real results in a fast-paced environment.WApply today and help shape the financial future of a leading manufacturer. For confidential consideration, please email your Robert Half recruiter. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number 00460-0013216937 email resume to [email protected]
2026-05-13T00:00:00Z

Sr. Financial Analyst

Newport Beach, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a Senior Financial Analyst to join our team in Newport Beach, California. In this role, you will take the lead in managing and analyzing the financial performance of our fleet of commercial aircraft. You will be responsible for delivering insightful analyses, identifying risks, and recommending strategies to optimize asset returns, while collaborating with cross-functional teams to ensure effective decision-making. Responsibilities: • Conduct comprehensive maintenance condition analyses for the entire portfolio and individual aircraft to support trading and risk management initiatives. • Develop and maintain forecast assumptions related to maintenance costs and timing by collaborating with internal teams and adjusting to market trends. • Review and validate monthly utilization data from airline partners, ensuring accurate reporting in the data management system and coordinating with billing and risk teams as needed. • Manage maintenance reserve reconciliations, rate escalations, and end-of-lease financial adjustments by working closely with airline operators and technical subject matter experts. • Prepare technical budgets for aircraft transitions or repossessions, identifying cost-saving opportunities and risk mitigation strategies based on market conditions and historical data. • Collaborate with pricing and commercial teams to optimize maintenance cash flows, aircraft conditions, and contractual terms for sales, lease extensions, and transitions. • Provide due diligence for the acquisition of used aircraft, ensuring all technical and utilization data is accurate and comprehensive. • Synthesize data from various sources to estimate future maintenance costs, exposure, and sales outcomes, effectively communicating findings to stakeholders across the organization. • Partner with accounting teams to ensure correct handling of maintenance-related costs, including accruals and capitalizations. • Offer strategic recommendations to deal teams to enhance asset performance and maximize returns.
2026-04-28T00:00:00Z

Sr. Financial Analyst

Tustin, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for an experienced Senior Financial Analyst to join our team in Tustin, California. In this role, you will play a crucial part in driving financial insights, managing data analysis, and ensuring the accuracy of reporting processes. This position offers an excellent opportunity to contribute to strategic decision-making and optimize business systems. Responsibilities: • Conduct comprehensive financial analyses to support organizational decision-making. • Utilize data mining techniques to identify trends and opportunities for process improvement. • Develop and maintain reports using tools such as Crystal Reports and Confluence. • Collaborate with cross-functional teams to optimize business systems and ensure operational efficiency. • Assist in the preparation and management of budgets and capital planning processes. • Perform auditing tasks to ensure compliance and accuracy in financial reporting. • Support accounting functions by analyzing financial data and reconciling discrepancies. • Provide recommendations for improving financial performance and cost management. • Monitor and report on key performance indicators to track organizational success. • Train and guide team members on financial analysis tools and methodologies.
2026-05-15T00:00:00Z

Office Services Associate

Newport Beach, CA
onsite
Temporary / Contract
19 - 20 USD / Hourly
We are looking for an Office Services Associate to support daily administrative and operational services for a client site. This is a contract position focused on delivering dependable copy, mail, scanning, intake, and general office support in a fast-moving environment. The ideal candidate brings strong customer service skills, sound judgment, and the ability to manage multiple priorities while maintaining accuracy and confidentiality. Responsibilities: • Manage incoming office service requests by reviewing instructions, confirming ticket details, and recording work accurately in designated logs. • Complete reprographics, mail handling, scanning, and intake assignments in accordance with established service standards and client expectations. • Organize tasks by deadline and workflow priority to ensure materials are processed, completed, and delivered on schedule. • Communicate proactively with supervisors and client contacts regarding status updates, service issues, or timing concerns that may affect delivery. • Perform routine quality checks on completed work and help maintain consistent output standards across team activities. • Resolve basic equipment issues, replenish paper and toner, and keep office machines ready for daily production needs. • Handle confidential files and sensitive business information with discretion and in compliance with company and client policies. • Support additional front-of-house or workplace service functions, such as reception, hospitality, or audio/visual coordination, as business needs require.
2026-05-14T00:00:00Z

Office Services Associate

Newport Beach, CA
onsite
Temporary / Contract
20 - 20.5 USD / Hourly
We are looking for an Office Services Associate to support day-to-day back-office operations for a client site in Newport Beach, California. This is a Contract position suited for someone who takes pride in delivering reliable copy, mail, scanning, and administrative support in a fast-paced, detail-oriented environment. The role works closely with internal team members and client contacts to keep document handling, distribution, and service requests organized, accurate, and on schedule. Responsibilities: • Manage incoming office service requests by recording work accurately, reviewing instructions, and confirming all necessary details before starting each assignment. • Provide daily support across copy, scanning, mail, intake, and related administrative services in both physical and digital formats. • Organize and complete work according to established priorities, service standards, and committed turnaround times. • Communicate proactively with supervisors or client contacts regarding deadlines, job status, and any issues that may affect delivery. • Perform basic troubleshooting on office equipment and replenish paper, toner, and other supplies to keep operations running smoothly. • Review completed work for accuracy and quality, while also helping maintain consistent standards across team output. • Handle confidential materials with discretion and follow all company and client policies when processing documents and information. • Use resources responsibly, maintain orderly work areas, and support additional front-office or hospitality-related service needs as required.
2026-05-19T00:00:00Z

Sr. Property Accountant

Long Beach, CA
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
We are offering an exciting opportunity for a Sr. Property Accountant in Long Beach, California. The chosen candidate will be responsible for a range of accounting tasks, including full cycle GL accounting, financial statements preparation, and compliance with accounting standards. The role also involves collaboration with cross-functional teams to support our financial operations. Responsibilities:• Perform full cycle GL accounting tasks, such as reconciliations, journal entries, and month-end close procedures.• Prepare and analyze financial statements and reports.• Real Estate industry highly preferred, non-profit a huge plus!• Ensure accuracy and compliance with accounting standards and regulations.• Assist with budgeting and forecasting processes.• Collaborate with cross-functional teams to support financial operations.• Provide support for audits and tax filings.• Identify and implement process improvements to enhance efficiency and accuracy.• Utilize QuickBooks and Microsoft Excel for various accounting functions.• Perform account and balance sheet reconciliations.• Manage journal entries and month-end close procedures.
2026-05-05T00:00:00Z

Senior IT Dayforce HCM Business Systems Analyst

Glendora, CA
remote
Temporary to Hire
71.25 - 82.5 USD / Hourly
We are looking for a Senior IT Dayforce HCM Business Systems Analyst to join our team in Glendora, California. This contract-to-permanent position offers an exciting opportunity to contribute to the optimization and management of HR, payroll, and benefits systems. The ideal candidate will play a key role in configuring, administering, and enhancing Dayforce applications while collaborating with stakeholders to design and implement solutions that align with business needs. Responsibilities: • Collaborate with stakeholders and cross-functional teams to analyze and document business requirements for Dayforce applications. • Configure, administer, and optimize Dayforce modules, including Core HR, Payroll, Benefits, and Workforce Management. • Implement system updates, coordinate major releases, and communicate enhancements to HR, Payroll, and Benefits teams. • Troubleshoot and resolve complex system issues, performing audits and validations to ensure data accuracy and integrity. • Develop and execute test plans to validate system functionality and ensure compliance with business processes. • Partner with developers to design and build integrations between Dayforce and other enterprise applications or third-party systems. • Create and maintain detailed documentation, including process flows, configuration guides, and test scripts. • Provide training and support to HR teams and end-users, addressing system-related inquiries and issues. • Assist with compliance efforts, audits, and year-end processing in the HR and Payroll domains. • Design and implement interfaces for benefits providers, ensuring seamless integration with payroll and finance systems.
2026-05-08T00:00:00Z

Sr. Administrative Assistant

Newport Beach, CA
onsite
Temporary to Hire
34.0385 - 43 USD / Hourly
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. Responsibilities: • Coordinate calendars, internal meetings, and conference calls for leadership while capturing key discussion points and monitoring follow-up actions. • Support client and prospect interactions by preparing materials, attending meetings when needed, and ensuring next steps are documented and completed. • Organize, review, print, and route loan-related documentation, including tracking signature status and maintaining accurate records. • Gather required information for deposit and lending processes and assist with account-related and operational banking activities. • Perform wire callback support and respond to complex client issues with professionalism, urgency, and sound judgment. • Maintain a structured system for action items, project updates, and service requests so deadlines and client expectations are consistently met. • Travel locally to branch locations, client offices, or residences to deliver or retrieve signed documents and provide administrative support tied to banking transactions. • Contribute to outreach efforts, special assignments, and service initiatives that enhance client experience, team effectiveness, and brand presence. • Follow banking policies and compliance procedures, including proper escalation of unusual activity and adherence to regulatory standards.
2026-05-20T00:00:00Z

Sr. Administrative Assistant

Azusa, CA
onsite
Temporary / Contract
24.7 - 28.6 USD / Hourly
We are looking for an experienced Sr. Administrative Assistant to support leadership and operational teams in a fast-paced non-profit environment in California. This Long-term Contract position requires a highly organized, detail-oriented individual who can manage executive coordination, maintain confidential records, and keep critical activities on track. The ideal candidate will bring strong administrative judgment, excellent communication skills, and the ability to handle multiple priorities with accuracy. Responsibilities: • Serve as a key point of coordination between leadership and internal teams, helping ensure clear communication and strong working relationships across departments. • Manage calendars, scheduling needs, and shifting priorities for leadership while tracking upcoming deadlines, meetings, and commitments. • Organize leadership and operations meetings by preparing agendas and materials, arranging meeting space, coordinating attendees, and supporting presentation needs. • Record meeting notes, document follow-up items, and help drive completion of action steps after discussions and planning sessions. • Arrange travel, conference registration, lodging, and related expense documentation for leadership and contracted personnel. • Create, update, and safeguard electronic files, reports, correspondence, and other business documents using Microsoft Office and related tools. • Provide administrative support for events and departmental activities, including presentation materials, attendance tracking, meeting packets, and external speaker coordination. • Submit service requests for office equipment, technical support, and facility maintenance issues to ensure timely resolution of operational needs. • Maintain organized records, support compliance tracking for required staff education, and carry out assigned projects in alignment with organizational policies and safety standards.
2026-05-20T00:00:00Z