<p><strong>Overview</strong></p><p> We are seeking an experienced and hands-on <strong>Bilingual Spanish HR Generalist</strong> to support a dynamic construction organization with a diverse, field-based workforce. This role will manage a wide range of HR functions, partnering closely with leadership, supervisors, and employees across multiple job sites. The ideal candidate is bilingual in Spanish and English, highly organized, and comfortable navigating compliance, employee relations, and day-to-day HR operations in a fast-paced environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary HR partner for employees and managers, providing guidance in both English and Spanish</li><li>Manage full-cycle onboarding and offboarding, including orientations, I-9/E-Verify, and employee documentation</li><li>Support recruitment efforts, including job postings, screening, interviews, and offer coordination</li><li>Administer employee relations matters, including investigations, performance documentation, and corrective actions</li><li>Support payroll and timekeeping processes; partner with finance/payroll to resolve discrepancies</li><li>Administer benefits programs and serve as a resource for employee questions and open enrollment</li><li>Ensure compliance with federal, state, and local employment laws and company policies</li><li>Maintain HRIS data, personnel files, and reporting</li><li>Track training, certifications, safety requirements, and compliance documentation</li><li>Support workers’ compensation, leave administration, and return-to-work processes</li><li>Assist with HR projects, policy updates, and process improvements</li></ul><p><br></p>
<p><strong>📞 Bilingual Call Center / Social Services Resource Agent</strong></p><p> <strong>Non-Profit Organization – Contract to Hire</strong></p><p> <strong>Start: Early 2026 | Fully Onsite to Start | Hybrid Available Once Hired Permanently</strong></p><p>We are partnering with a local non-profit dedicated to supporting individuals and families in need. We are seeking <strong>compassionate, patient, and service-driven individuals</strong> who want a long-term opportunity in social services and genuinely enjoy helping people.</p><p>This is a <strong>contract-to-hire</strong> role with the opportunity to transition into a permanent position. Once permanent, employees may shift into a <strong>hybrid schedule</strong> based on performance and program needs.</p><p><br></p><p><strong>📌 Position Overview</strong></p><p>You will handle high-volume inbound calls from community members seeking assistance across a wide range of basic-need and support services. You’ll provide information, referrals, and guidance while ensuring every caller feels supported and understood. This is an excellent role for someone who is resourceful, empathetic, and passionate about helping vulnerable populations.</p><p><br></p><p><strong>📌 Key Responsibilities</strong></p><ul><li>Assist callers looking for <strong>emergency or temporary shelter</strong>, including situations involving safety concerns or housing instability.</li><li>Provide information on <strong>longer-term housing programs</strong>, affordability options, and rental support resources.</li><li>Offer general guidance related to <strong>tenant questions, rights, and navigating housing challenges</strong>.</li><li>Support callers seeking <strong>medical or mental health services</strong>, low-cost clinics, and general wellness programs.</li><li>Provide information on <strong>crisis support</strong>, counseling options, and public health resources.</li><li>Guide callers through <strong>community assistance programs</strong> for utility discounts, bill help, or energy-saving upgrades.</li><li>Explain available programs for households with <strong>medical or financial hardships</strong> needing additional support.</li><li>Document calls clearly and accurately while following established protocols.</li></ul><p><br></p><p><br></p>
<p>Our client, a reputable nonprofit organization, is seeking a dedicated Customer Service Representative to join their team. This is an excellent opportunity for someone who thrives in a mission-driven environment and is passionate about helping others in the community.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond promptly and professionally to inbound inquiries via phone, email, and other channels.</li><li>Provide accurate information about the organization’s programs, services, and resources.</li><li>Assist with the resolution of client concerns and direct inquiries to appropriate team members.</li><li>Maintain detailed records of all client interactions using the organization’s database.</li><li>Support outreach initiatives and assist in community engagement efforts.</li><li>Process service requests and follow up to ensure client satisfaction.</li><li>Collaborate with team members to improve the overall client experience.</li></ul><p><br></p>
<p>*** This role can sit in LOS ANGELES (DOWNTOWN) or ORANGE COUNTY (IRVINE) or SAN DIEGO (DOWNTOWN) ***</p><p><br></p><p>A state-wide law firm with over 100 attorneys and offices in San Francisco, San Diego, Ventura County, and Costa Mesa is seeking a Legal Administrative Assistant (Legal Secretary).</p><p> </p><p>The San Diego office has 8 attorneys, 2 legal assistants, 1 paralegal, 1 receptionists/admin, 1 office services clerk/IT clerk, and 1 part time file clerk. This firm is like a boutique firm within a regional firm: great resources but intimate team.</p><p> </p><p><strong><u>Responsibilities of Role</u>: </strong></p><p>Very busy desk: civil litigation, including labor & employment and business law. Must be familiar with:</p><ul><li>trial prep</li><li>litigation calendaring (no docket clerk)</li><li>TOA/TOCs</li><li>eFiling (60% state, 40% federal, occasional appellate – but the latter is not a deal breaker)</li><li>discovery shells (from macros)</li><li>redlining legal documents</li></ul><p>Fluency in the following software is helpful: CompuLaw for calendaring, Best Authority for TOA/TOCs, iManage for document management, and Adobe for bate stamping.</p><p> </p><p><strong><u>Perks of Firm</u></strong>:</p><p>· Firm has an in-house trainer who helps get people set up</p><p>· Laid back environment</p><p>· Longevity of staff</p><p>· Strong benefits – besides standard benefits, the firm covers EAP counseling, travel allowance, and supplemental insurance</p><p>· Staff appreciation lunches, birthday celebrations, holiday gifts, raffles, prizes</p><p>· LA and SD team work very closely/collaboratively with each other and share work. Thus, there is never trouble hitting paralegals. </p>
<p>Our client, a leading organization in the biotech industry, is seeking an experienced Executive Assistant to provide high-level administrative support to their executive leadership team. This is an excellent opportunity for a proactive, detail-oriented professional who excels in a fast-paced, innovative environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage complex calendars, schedule meetings, and coordinate travel arrangements for executives.</li><li>Prepare correspondence, reports, presentations, and other confidential documents with accuracy.</li><li>Serve as the primary point of contact between the executive team, internal departments, and external stakeholders.</li><li>Organize and facilitate meetings, including creating agendas, taking minutes, and tracking action items.</li><li>Assist with special projects and handle confidential information with a high degree of discretion.</li><li>Support workflow automation efforts and cross-functional process improvements as needed.</li></ul><p><br></p>
<p>*Email valerie.montoya@rht(.com) for consideration* </p><p><br></p><p>Robert Half is currently seeking an IT Support Specialist for a client located in San Diego, CA. Enterprise IT Support Specialist to support a complex, enterprise-level IT environment. This role focuses on providing high-quality end-user support while managing and maintaining a large fleet of Windows and macOS endpoints. The ideal candidate will have strong experience with Microsoft Intune, Azure Active Directory (Entra ID), Microsoft 365, and enterprise ticketing and ITSM platforms, along with a deep understanding of endpoint management and security best practices.</p><p><br></p><ul><li>3+ years of experience supporting users in an enterprise IT environment</li><li>Proven experience supporting Windows and macOS in a managed environment</li><li>Hands-on experience with Microsoft Intune / Endpoint Manager</li><li>Strong working knowledge of Azure Active Directory (Entra ID)</li><li>Experience supporting Microsoft 365 in an enterprise setting</li><li>Experience working with enterprise ticketing/ITSM platforms (ServiceNow, Jira Service Management, etc.)</li><li>Understanding of endpoint lifecycle management and asset tracking</li><li>Ability to troubleshoot complex issues while adhering to ITIL-based processes</li></ul>
<p>Our client in the biotech industry is seeking a highly organized and proactive Executive Assistant to provide comprehensive support to senior leadership. This is a unique opportunity to partner with innovators working at the forefront of scientific advancement, ensuring executives can focus on high-impact initiatives.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage busy calendars, coordinate meetings, and facilitate conference logistics</li><li>Prepare and edit correspondence, presentations, and reports for internal and external stakeholders</li><li>Organize travel arrangements and process expense reports</li><li>Act as a liaison between executives, staff, board members, and external partners</li><li>Maintain confidential records, support project tracking, and ensure critical deadlines are met</li><li>Assist with event planning and high-level administrative projects as needed</li></ul><p><br></p>
<p>Our client in the construction industry is seeking a detail-oriented Accounting Clerk to join their team on a contract-to-permanent basis. This role is ideal for professionals looking to build their accounting expertise in a dynamic, project-driven environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with accounts payable and accounts receivable processes, including invoice entry and payment tracking</li><li>Reconcile daily bank transactions and maintain accurate records in the general ledger</li><li>Support month-end and year-end close activities</li><li>Prepare and maintain financial documentation for multiple construction projects</li><li>Communicate with vendors and project managers to resolve billing and payment inquiries</li><li>Help ensure compliance with company policies and relevant regulations</li></ul><p><br></p>
<p>Our team is seeking a highly organized Property Administrative Assistant to join a reputable tax firm in Mira Mesa, CA. This role is ideal for candidates with exceptional administrative skills and an interest in property tax, real estate, or related financial services.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and organize property tax records, documents, and correspondence for both physical and digital files</li><li>Support research and data entry for property tax filings and appeal processes</li><li>Collect, scan, and track property-related documents from clients and third parties</li><li>Maintain client records and ensure the confidentiality and accuracy of all files</li><li>Coordinate with team members to meet important filing deadlines</li><li>Communicate with clients regarding property tax requirements, deadlines, and necessary documentation</li><li>Support additional administrative projects as assigned</li></ul><p><br></p>
<p>Our client, a dynamic and fast-growing organization in the technology sector, is seeking a proactive and highly organized Executive Assistant to support their executive leadership team. This is an excellent opportunity for an administrative professional who thrives in a fast-paced, innovative environment and is passionate about the tech industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide high-level administrative support to senior executives, including calendar management, travel arrangements, and meeting coordination.</li><li>Prepare and edit correspondence, communications, presentations, and reports.</li><li>Handle confidential information with discretion and professionalism.</li><li>Coordinate logistics for internal and external meetings, events, and conferences.</li><li>Manage expense reports and assist with budgeting tasks as needed.</li><li>Liaise with key stakeholders, both internally and externally, to support strategic initiatives.</li><li>Support workflow automation and contribute to process improvement projects, leveraging technology to enhance efficiency.</li><li>Perform other administrative tasks to ensure smooth daily operations.</li></ul><p><br></p>
<p>A well-established, full-service law firm in Downtown San Diego is seeking a <strong>transactional legal secretary</strong> to replace their retiring one.</p><p><br></p><p>This firm has an excellent reputation in the San Diego legal community, and the role will <strong>support a real estate partner. </strong></p><p><br></p><p><em>Please do not apply if you've never worked in a law firm. The attorneys require this experience.</em></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare transactional real estate documents such as purchase & sale agreements, escrow documents, and corporate formation materials - <em>prior experience in this transactional practice area is a must!</em></p><p>• Monitor and manage the attorney's calendar (including providing regular reminders of deadlines)</p><p>• Draft and redline contracts such as commercial leases</p><p>• Compose correspondence and manage email communication with attorney clients</p><p>• Check for potential conflicts of interest with clients</p><p>• Work with title companies on preliminary title reports and escrow closings</p><p>• Prepare and distribute meeting minutes from annual meetings</p><p>• Handle the process of sending out contracts for signature via DocuSign</p><p>• Assist in the preparation of closing binders for real estate transactions</p><p>• Conduct research to obtain statements of information from Secretary of State website for various entities</p><p>• Process client invoices</p><p><br></p><p>Transactional legal secretaries with knowledge of AIA, AIR, and CAR are strongly encouraged to apply!</p><p><br></p><p><em>Pay is contingent upon fluency with the duties above. </em></p>
<p><strong>About the Organization</strong></p><p> Our client, a mission-driven nonprofit organization, is seeking a Customer Service Representative to support community members by providing accurate information, guidance, and administrative assistance. This role serves as a key point of contact for individuals accessing programs and services and requires a strong commitment to customer service and community impact.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for community members via phone, email, and in-person interactions</li><li>Handle inbound and outbound calls related to programs, services, and general inquiries</li><li>Collect, enter, and maintain accurate participant information in internal databases and case management systems</li><li>Assist individuals with applications, forms, and general documentation</li><li>Provide clear information regarding available services, eligibility requirements, and next steps</li><li>Resolve inquiries professionally and escalate complex or sensitive matters as appropriate</li><li>Maintain detailed and accurate records while ensuring confidentiality</li><li>Collaborate with internal teams to support program operations and positive client outcomes</li><li>Uphold the organization’s mission, values, and commitment to equity and inclusion</li></ul><p><br></p>
<p>Our company is seeking a dedicated and enthusiastic Customer Service Representative to join our team. This role is vital to ensuring customer satisfaction and supporting ongoing business success. The ideal candidate will be an excellent communicator who is comfortable solving problems and delivering service in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for customer inquiries via phone, email, or chat</li><li>Address customer questions, resolve concerns, and provide accurate information regarding products and services</li><li>Process orders, applications, and service requests in a timely manner</li><li>Document all interactions in the customer relationship management (CRM) system</li><li>Escalate complex issues to the appropriate department or manager when necessary</li><li>Collaborate with colleagues in other departments to ensure seamless customer support</li></ul><p><br></p>
We are looking for a detail-oriented Staff Accountant to join our team in San Diego, California. This role offers the opportunity to work on a variety of accounting tasks, including financial reporting, compliance, and operational support. The ideal candidate will bring strong analytical skills and a commitment to maintaining accuracy in financial records.<br><br>Responsibilities:<br>• Prepare and post journal entries while maintaining general ledger accounts to support accurate monthly close processes.<br>• Reconcile bank accounts, credit card statements, and other balance sheet accounts to ensure financial accuracy.<br>• Manage documentation related to accounts payable, purchasing, and treasury functions.<br>• Assist in preparing monthly, quarterly, and annual financial statements, including budget vs. actual variance analysis.<br>• Provide detailed documentation and schedules for both internal and external audits.<br>• Ensure compliance with company accounting policies and assist with tax filings and regulatory reporting.<br>• Maintain accurate records for 1099s and other compliance-related documentation.<br>• Process vendor invoices and employee expense reimbursements efficiently and accurately.<br>• Support payroll activities, including processing and reconciling payroll sub-ledgers to the general ledger.<br>• Respond promptly to requests for financial information from management and auditors.
<p><strong>Overview</strong></p><p> We are seeking a detail-oriented and people-focused <strong>Bilingual Spanish HR Coordinator</strong> to support daily human resources operations and serve as a key point of contact for employees. This role is ideal for someone who thrives in a fast-paced environment, enjoys administrative HR work, and is passionate about providing excellent employee support in both English and Spanish.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary HR contact for employees, responding to inquiries in both English and Spanish</li><li>Assist with onboarding and offboarding processes, including new hire paperwork, orientation, and system access</li><li>Maintain accurate employee records, personnel files, and HR databases</li><li>Support recruitment efforts, including scheduling interviews, coordinating candidate communications, and tracking applicant data</li><li>Assist with benefits administration, open enrollment support, and employee questions</li><li>Help coordinate training sessions, compliance requirements, and internal communications</li><li>Support payroll and timekeeping processes by auditing data and resolving discrepancies</li><li>Ensure compliance with company policies, labor laws, and HR best practices</li><li>Provide general administrative support to the HR team as needed</li></ul><p><br></p>
<p>A highly respected, state-wide California law firm handling complex, high-profile transactions and litigation for public agencies, private businesses, and large companies. This firm has NorCal and SoCal offices. </p><p><br></p><p><strong>Trial Paralegal – Labor & Employment Group</strong></p><p>Join our Labor and Employment Defense Group, where attorneys focus 100% on defending employers (corporations, public entities, non-profits) across California. We provide sophisticated advice on complex issues including class actions, PAGA, employee classification, discipline, leaves of absence, and more. Our labor lawyers also serve as lead negotiators for unionized employers. The Trial Paralegal is involved in all phases of litigation, from initial pleadings through trial and appeal.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare for and go to trial</li><li>Manage eDiscovery throughout all phases </li><li>Assist with deposition and hearing preparation (exhibits, witness outlines).</li><li>Work on-site regularly.</li></ul>
<p>Are you an experienced Accounts Payable Specialist seeking the next step in your career? Our company is searching for a detail-oriented professional to join our team on a contract-to-permanent basis. This opportunity offers the chance to make a direct impact on a dynamic finance team with the potential to grow into a long-term role.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and monitor all accounts payable invoices, ensuring accuracy and timeliness</li><li>Perform daily and weekly payment runs, including ACH, wire, and check disbursements</li><li>Reconcile vendor accounts and resolve discrepancies in a timely manner</li><li>Maintain well-organized records and uphold compliance with company policies and procedures</li><li>Collaborate with accounting and operations teams to streamline AP processes</li><li>Assist with month-end close and provide requested documentation for audits</li><li>Support vendor management activities, including setup and ongoing maintenance</li></ul><p><br></p>
<p>Our client in the non-profit sector is seeking an Accounts Payable Specialist to join their dedicated finance team on a contract-to-permanent basis. This is a rewarding opportunity to use your accounting expertise to support mission-driven work and contribute to impactful projects in your community.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process vendor invoices, expense reports, and check requests in accordance with non-profit accounting policies</li><li>Perform weekly payment runs (ACH, checks, wire transfers), ensuring accuracy and timely disbursement</li><li>Reconcile accounts payable transactions and resolve discrepancies with vendors</li><li>Maintain organized AP records and assist with audit requests</li><li>Collaborate with program managers and department leaders on budget tracking and expense management</li><li>Support month-end closing activities for accounts payable</li></ul><p><br></p>
<p>Our client in the HVAC sector is seeking a reliable and detail-oriented Bookkeeper to join their growing team on a contract-to-permanent basis. This is an excellent opportunity for accounting professionals interested in working within the HVAC industry and making a meaningful contribution to business operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage accounts payable and receivable functions, ensuring timely and accurate processing</li><li>Reconcile bank statements and maintain general ledger integrity</li><li>Prepare and review financial reports, including profit and loss statements and balance sheets</li><li>Process payroll and support payroll compliance as needed</li><li>Assist with budgeting, forecasting, and expense tracking</li><li>Maintain company records in accordance with industry and regulatory requirements</li><li>Coordinate with external accountants for tax and audit purposes</li></ul><p><br></p>
<p>Our client, a leader in the biotech sector, is seeking a proactive and detail-oriented Administrative Assistant to join their dynamic team in San Diego, CA. The ideal candidate will provide essential support to leadership and staff, ensuring day-to-day operations run efficiently in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage calendar scheduling, travel arrangements, and meeting coordination</li><li>Prepare correspondence, reports, and presentations for management and team members</li><li>Handle document management, filing, and data entry with an emphasis on accuracy and confidentiality</li><li>Assist with expense reports, purchase orders, and basic bookkeeping tasks</li><li>Liaise with internal departments and external partners to facilitate projects and communication</li><li>Support onboarding of new hires and coordinate training sessions</li><li>Maintain office supplies, equipment, and overall workspace organization</li></ul><p><br></p>
<p><strong>Overview</strong></p><p> We are seeking a knowledgeable and employee-focused <strong>Bilingual Spanish HR Specialist</strong> to support core human resources functions within a construction environment. This role focuses on day-to-day HR operations, employee support, and compliance while partnering closely with field leadership and office teams. The ideal candidate is fluent in Spanish and English and experienced in supporting a diverse, hourly workforce.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary HR resource for employees and supervisors, providing support in both English and Spanish</li><li>Support onboarding and offboarding processes, including new hire documentation, orientations, and I-9/E-Verify compliance</li><li>Assist with employee relations matters, including documentation, coaching, and policy guidance</li><li>Support recruitment activities such as candidate screening, interview coordination, and hiring paperwork</li><li>Maintain accurate HR records, personnel files, and HRIS data</li><li>Assist with benefits administration and respond to employee questions</li><li>Support timekeeping and payroll processes by reviewing data and resolving discrepancies</li><li>Track certifications, licenses, training, and compliance documentation</li><li>Assist with workers’ compensation claims, leave administration, and safety-related reporting</li><li>Ensure compliance with company policies and applicable employment laws</li></ul><p><br></p>
<p>Our client in La Mesa, CA, is seeking an organized and proactive Project Coordinator to join their team. This is an excellent opportunity for a detail-oriented professional looking to support project management activities in a dynamic and collaborative environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support project managers with planning, executing, and closing various projects</li><li>Track project timelines, milestones, deliverables, and resources</li><li>Coordinate internal and external communications between departments, stakeholders, and vendors</li><li>Prepare project documentation, reports, schedules, and meeting minutes</li><li>Identify potential issues and assist in resolving project obstacles</li><li>Maintain and update project management systems and documentation</li><li>Assist with budget tracking and invoicing as needed</li></ul><p><br></p>
We are looking for a detail-oriented Staff Accountant to join our team on a contract basis in San Diego, California. This role involves performing essential accounting functions, including reconciliations, journal entries, and financial reporting, while ensuring accuracy and compliance with corporate standards. The ideal candidate will have experience with corporate and sales taxes, general ledger management, and advanced proficiency in accounting software.<br><br>Responsibilities:<br>• Prepare and post recurring journal entries for monthly and quarterly closing processes.<br>• Reconcile general ledger accounts to ensure accuracy and identify discrepancies.<br>• Handle intercompany debit notes and allocate charges across corporate entities.<br>• Assist with fixed asset accounting, including tracking and reporting updates.<br>• Submit financial data using specialized systems and tools, such as Diva and Excel.<br>• Perform daily cash reconciliations to maintain up-to-date financial records.<br>• Support the transition to digital invoicing by managing initial paper-based workflows.<br>• Execute accruals and prepaid transactions during monthly and quarterly close cycles.<br>• Collaborate on tax-related tasks, including corporate and sales tax preparation.<br>• Ensure timely reporting by adhering to closing deadlines and submitting preliminary reports.
<p>Our client, a respected nonprofit organization in Chula Vista, CA, is seeking a Senior Administrative Assistant to support their leadership team and daily operations. This is a rewarding opportunity for an experienced administrative professional who is passionate about community service and thrives in a fast-paced, mission-driven environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide high-level administrative support to executives and department heads, including managing complex calendars, scheduling meetings, and arranging travel.</li><li>Prepare, proofread, and edit correspondence, reports, and presentations.</li><li>Serve as a liaison between internal teams, volunteers, partners, and stakeholders.</li><li>Manage sensitive information with the utmost confidentiality and professionalism.</li><li>Coordinate special projects and events, ensuring all details are handled efficiently.</li><li>Oversee office operations and support the implementation of process improvements.</li><li>Assist with budgeting and expense reporting tasks as needed.</li><li>Maintain organized records and files, both physical and digital.</li></ul><p><br></p>
<p><strong>About the Company</strong></p><p> Our client, a reputable financial services organization, is seeking a Client Services Associate to support advisors and clients by delivering high-quality service and administrative support. This role is essential in maintaining strong client relationships, ensuring accurate account administration, and supporting day-to-day operations in a highly regulated, client-focused environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients via phone, email, and in-person interactions</li><li>Respond to client inquiries related to accounts, transactions, documentation, and general service needs</li><li>Assist with account openings, maintenance, and updates, including processing required forms and documentation</li><li>Accurately enter and update client and account information in CRM and financial systems</li><li>Prepare and distribute client correspondence, statements, and account-related documentation</li><li>Coordinate with financial advisors, operations teams, and custodians to resolve client requests</li><li>Track service requests and follow up to ensure timely completion</li><li>Maintain compliance with firm policies, procedures, and regulatory requirements</li><li>Handle confidential client and financial information with discretion and professionalism</li></ul><p><br></p>
