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35 results for Admin in Sacramento, CA

Client Service Associate | Walnut Creek

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. For quickest consideration, please send a message to Jennifer Fukumae on Linkedin! Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-04-18T18:18:45Z

Operations Associate

Sacramento, CA
onsite
Permanent / Full Time
85000.00 - 105000.00 USD / Yearly
We are looking for a highly organized and detail-driven Operations Associate to join our team in Sacramento, California. This role will play a vital part in managing lobbying compliance, overseeing contractual processes, and supporting various operational projects. The ideal candidate will have a strong understanding of California lobbying laws and a proven ability to handle multiple tasks with precision and professionalism. Responsibilities: • Manage all aspects of state and local lobbying registrations and filings, including initiating registrations, making amendments, processing terminations, and submitting quarterly reports. • Ensure compliance with California Fair Political Practices Commission regulations and other applicable laws by monitoring deadlines and maintaining accurate compliance calendars. • Collaborate with internal lobbyists to collect and report disclosures such as activity reports, payments, and gifts. • Assist in the preparation, formatting, and submission of client proposals and responses to requests for proposals (RFPs). • Draft, review, and manage client engagement agreements, amendments, and related legal documents, ensuring proper version control. • Maintain a database for contracts and proposals, tracking key details such as renewal dates, obligations, and contract terms. • Coordinate with attorneys and leadership to finalize contract revisions and secure necessary approvals. • Support the Director of Operations with various special projects, including IT management, internal communications, and office planning. • Provide administrative support to ensure smooth operations across compliance, business development, and other organizational needs.
2026-04-16T18:03:53Z

Legal Assistant/Paralegal

Sacramento, CA
onsite
Permanent / Full Time
80000.00 - 900000.00 USD / Yearly
We are looking for an experienced Legal Assistant to join a growing law firm in Sacramento, California. This role requires someone who is detail-oriented and excels in managing legal documentation, court filings, and trial preparation. Responsibilities:• Draft and format legal documents in compliance with court-specific rules and regulations.• Submit both electronic and physical filings to courts in a timely and accurate manner.• Maintain and update case and trial lists on a regular basis to ensure team alignment.• Coordinate the preparation of trial materials, including binders, indices, and exhibits.• Arrange client meetings and depositions, including booking conference rooms and setting up required technology.• Communicate effectively with clients, vendors, and opposing counsel to facilitate case progress.• Handle correspondence and ensure timely delivery of client documents.• Process invoices and coordinate with the accounting department for timely payments.• Perform administrative tasks such as copying, scanning, printing, and faxing documents.
2026-04-07T20:28:44Z

Bookkeeper

Sacramento, CA
onsite
Permanent / Full Time
- USD / Yearly
The Robert Half consulting division is looking for a Bookkeeper to assist with daily financial tasks. The ideal candidate will have a strong understanding of bookkeeping principles and play a key role in maintaining the accuracy and integrity of our financial records, ensuring compliance with company policies and procedures. Responsibilities:<ul><li>Assist in the preparation of financial statements and reports</li><li>Record financial transactions and update the general ledger</li><li>Reconcile bank statements and credit card transactions</li><li>Maintain accounts payable and accounts receivable</li><li>Assist with payroll processing and related documentation</li><li>Support month-end and year-end close processes</li><li>Monitor financial transactions for accuracy and compliance with policies</li><li>Provide administrative support to the finance department as needed</li></ul>
2026-04-28T17:28:51Z

Operations Manager | RIA Firm | 2 days Walnut Creek office!

Walnut Creek, CA
remote
Permanent / Full Time
150000.00 - 200000.00 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire an Operations Manager to lead a team of talented Client Service Associates. This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience. If you are interested in learning more about the firm and team, please send Jennifer Fukumae a message on LinkedIn to schedule a conversation! Responsibilities<ul><li>Manage day-to-day operations supporting advisors and clients.</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting.</li><li>Identify and implement process improvements to support firm growth.</li><li>Oversee client onboarding, account administration, and transfers.</li><li>Ensure compliance with regulatory and internal standards.</li><li>Foster a culture of accuracy, efficiency, and proactive problem-solving.</li><li>Train, mentor, and hold the operations team accountable.</li><li>Oversee CRM, portfolio reporting, and workflow automation platforms.</li><li>Improve system integration, automation, and implement AI tools where applicable.</li></ul>
2026-04-17T23:58:43Z

Medical Customer Service Rep - Elk Grove

Carmichael, CA
onsite
Temporary / Contract
22.00 - 25.00 USD / Hourly
We are looking for a dedicated Medical Customer Service Representative to join our team on a contract basis in Carmichael, California. In this role, you will provide essential support to patients and medical staff by ensuring smooth communication and high-quality service delivery. This is a permanent position offering valuable experience in a fast-paced outpatient setting. Responsibilities: • Respond promptly to patient inquiries, providing accurate information and exceptional service. • Assist with scheduling appointments and managing patient calendars efficiently. • Verify medical insurance details and update patient records accordingly. • Handle inbound calls related to billing, scheduling, and general patient concerns. • Maintain and organize medical charts, ensuring data accuracy and confidentiality. • Perform reminder calls for upcoming appointments to enhance patient compliance. • Utilize electronic practice management systems to streamline office operations. • Collaborate with medical staff to optimize clinic workflows and patient experience. • Ensure compliance with all relevant medical office policies and procedures. • Operate standard office equipment and software to support daily administrative tasks.
2026-04-07T21:48:47Z

Accounting Clerk

Benicia, CA
onsite
Permanent / Full Time
24.50 - 28.50 USD / Hourly
Robert Half’s Full-Time Engagement Professionals team is hiring an Accounting Clerk for a full-time role. We’re looking for someone with strong GAAP knowledge, solid communication skills, and a proactive approach. In this position, you’ll support AP, AR, account reconciliations, and daily financial operations while gaining experience across a variety of client projects. To learn more about this opportunity, please contact Tawnia Kirshen via LinkedIn to obtain my email and share your resume. Key Job Duties:<ul><li>Processing accounts payable and receivable transactions</li><li>Reconciling bank statements and account balances</li><li>Preparing and maintaining accurate financial records</li><li>Assisting with invoice generation and payment tracking</li><li>Supporting month-end and year-end closing activities</li><li>Responding to client inquiries related to accounting transactions</li><li>Assisting with data entry and administrative tasks as needed</li></ul>
2026-04-22T15:33:44Z

Accounting Clerk

Walnut Creek, CA
remote
Temporary / Contract
18.00 - 20.00 USD / Hourly
We are seeking a detail-oriented and motivated Entry-Level Accounting Clerk to join our team. This role is ideal for someone looking to build a career in accounting while gaining hands-on experience in accounts payable, invoice processing, auditing, and customer service. The Accounting Clerk will support daily accounting operations by scanning and entering vendor invoices into the accounting system, matching purchase orders to invoices, coding invoices, and assisting with audit-related tasks. Key Responsibilities:<ul><li>Scan vendor invoices into the company’s accounting system</li><li>Pull and review invoices for accuracy and completeness</li><li>Match purchase orders to the correct invoices</li><li>Code invoices according to company procedures and accounting guidelines</li><li>Assist with auditing invoices and financial documentation</li><li>Provide customer service support related to invoice and payment inquiries</li><li>Maintain organized and accurate accounting records</li><li>Work closely with internal departments and vendors to resolve discrepancies</li><li>Support the accounting team with additional administrative and clerical duties as needed</li></ul>Please contact Dennis Brinkmann at 925-271-4809 for more information or to apply
2026-04-24T18:04:29Z

Accounting Clerk

Danville, CA
onsite
Permanent / Full Time
24.50 - 28.50 USD / Hourly
Robert Half’s Full-Time Engagement Professionals team is hiring an Accounting Clerk for a full-time role. We’re looking for someone with strong GAAP knowledge, solid communication skills, and a proactive approach. In this position, you’ll support AP, AR, account reconciliations, and daily financial operations while gaining experience across a variety of client projects. To learn more about this unique opportunity, please contact via my email address on LinkedIn -Tawnia Kirshen. Key responsibilities include <ul><li>Processing accounts payable and receivable transactions</li><li>Reconciling bank statements and account balances</li><li>Preparing and maintaining accurate financial records</li><li>Assisting with invoice generation and payment tracking</li><li>Supporting month-end and year-end closing activities</li><li>Responding to client inquiries related to accounting transactions</li><li>Assisting with data entry and administrative tasks as needed</li></ul>
2026-04-22T15:33:44Z

Legal Secretary

Walnut Creek, CA
onsite
Permanent / Full Time
80000.00 - 95000.00 USD / Yearly
We are looking for a dependable Legal Secretary to provide support to a reputable law firm in Walnut Creek, California. This role is ideal for an experienced, detail-oriented candidate who can step in where needed, maintain momentum for attorneys and support staff, and adjust quickly to differing work styles and priorities. The position calls for strong legal administrative experience, sound judgment, and a collaborative approach in a congenial law firm environment. Responsibilities:• Provide floating legal secretarial coverage for attorneys and practice teams by stepping in during absences and assisting with high-volume assignments across multiple legal areas.• Prepare, format, revise, and finalize a wide range of legal documents, including pleadings, briefs, discovery materials, correspondence, and other case-related filings.• Coordinate court filings in state and federal venues, including electronic submissions and traditional filing methods, while ensuring compliance with procedural rules and deadlines.• Manage calendars, track critical dates, and support scheduling needs for matters, meetings, hearings, and other time-sensitive activities.• Transcribe, edit, and organize dictated or drafted content into well-prepared legal documents and communications.• Create, combine, and update PDF files and maintain accurate electronic records within the firm’s document management systems.• Work closely with attorneys and legal support staff to deliver overflow assistance and maintain seamless coverage across practice groups.• Adapt to varying attorney preferences, shifting priorities, and daily workload changes while maintaining consistency and high-quality service.
2026-04-30T16:43:45Z