<p>*Email valerie.montoya@rht(.com) for consideration* </p><p><br></p><p>Robert Half is seeking a skilled and customer-focused IT Support Analyst to provide Tier 21/2 technical support in a dynamic, environment. This role is responsible for resolving escalated service desk issues, supporting end users across multiple platforms, and maintaining secure and efficient IT operations.. This role is 100% onsite.</p><p><br></p><p>Top Skills:</p><ul><li>2-3 Years of experience</li><li>M365, SaaS, AD</li><li>Windows/Mac OS Exp. (Blended Environment)</li><li>Troubleshooting printers issues, wi-fi, basic network connectivity</li><li>L1/L2 Ticketing issues</li></ul><p><br></p>
<p><strong>Robert Half</strong> is seeking a Front Desk Supervisor for a high-traffic hospitality property in Carlsbad. This role is perfect for someone with prior hotel front desk experience who is ready to step into a leadership position and oversee daily front office operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Supervise front desk staff and ensure high-quality guest service</li><li>Oversee check-in/check-out processes and resolve guest concerns</li><li>Train, schedule, and support front desk team members</li><li>Monitor reservations, occupancy, and room assignments</li><li>Ensure accuracy in billing, cash handling, and daily reports</li><li>Coordinate with housekeeping and maintenance teams for smooth operations</li><li>Step in as needed during peak hours or staffing gaps</li></ul>
<p>In hospitality, the front desk sets the tone for everything that follows. We are seeking a professional and service-driven Front Desk Agent to support daily operations at a busy Oceanside property. This role is ideal for someone who thrives in a guest-facing environment, enjoys problem-solving in real time, and understands how small details shape the overall guest experience. You will be the first and last point of contact for guests, ensuring a smooth, welcoming, and efficient stay from check-in to check-out.</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li>Greet guests warmly and manage check-in/check-out processes</li><li>Handle reservations, cancellations, and room assignments</li><li>Answer phones and respond to guest inquiries in a timely manner</li><li>Resolve guest concerns or escalate issues as needed</li><li>Process payments, verify billing, and maintain accurate records</li><li>Coordinate with housekeeping and maintenance teams to ensure room readiness</li><li>Maintain a clean, organized, and professional front desk area</li><li>Provide local recommendations and support guest needs</li></ul><p><br></p>
<p>We are looking for a detail-oriented <strong>Part Time Receptionist (25-30 hours per week)</strong> to support daily front office activities for a contract opportunity in San Diego, California. This role is ideal for someone who is comfortable managing a busy reception area, providing a welcoming experience for visitors, and handling a high volume of incoming calls efficiently. </p><p><br></p><p>Responsibilities:</p><p>• Welcome visitors, clients, and vendors at the front desk and ensure a courteous and organized arrival experience.</p><p>• Manage a multi-line phone system and respond to a heavy volume of inbound calls, directing inquiries to the appropriate contacts.</p><p>• Maintain smooth day-to-day reception coverage by monitoring the front desk and addressing routine administrative needs.</p><p>• Sort, distribute, and prepare incoming and outgoing mail in a timely and accurate manner.</p><p>• Organize, update, and maintain physical and digital filing systems to support office efficiency.</p><p>• Assist with administrative tasks related to increased call activity and changing office support needs.</p><p>• Support office operations during a period of elevated volume following the rollout of a new software platform.</p>
We are looking for a dependable Receptionist to support daily front desk operations for a chiropractic office in Palm Desert, California. This Long-term Contract position is ideal for someone who enjoys creating a positive patient experience, managing administrative details, and keeping a busy office running smoothly. The person in this role will serve as a key point of contact for patients while coordinating scheduling, records, and front office communication with accuracy and care.<br><br>Responsibilities:<br>• Welcome patients upon arrival, assist with the check-in process, and provide a courteous first impression at the front desk.<br>• Schedule appointments, update the calendar, and reach out to patients to confirm upcoming visits or appointment changes.<br>• Enter and maintain patient information in the office system with a strong focus on accuracy, confidentiality, and completeness.<br>• Receive payments, process routine front office transactions, and support completion of standard administrative documents.<br>• Act as a communication link between patients and clinical team members to help ensure timely and organized follow-up.<br>• Keep the reception area neat, well organized, and inviting for patients and visitors throughout the day.<br>• Answer inbound calls, respond to basic questions, and direct inquiries to the appropriate staff when needed.<br>• Manage multiple priorities in a fast-paced setting while maintaining attentive service and strong organizational control.
<p>Under general direction, the Cybersecurity Engineer performs complex and varied work related to the planning, implementation, and ongoing support of cybersecurity measures across enterprise systems and networks. This role partners closely with IT infrastructure, systems administration, and application teams to identify security requirements, assess risk, and implement effective security solutions to protect organizational data and systems.</p><p><br></p><p>The position plays a key role in developing, maintaining, and continuously improving a comprehensive security framework spanning software, hardware, processes, and user awareness.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Design, implement, and maintain security architectures and controls across cloud, infrastructure, platform, and application environments</li><li>Deploy and manage security technologies such as firewalls, IDS/IPS, endpoint protection, VPNs, encryption, and secure access solutions</li><li>Perform vulnerability assessments, penetration testing, security scans, and risk assessments</li><li>Develop and execute remediation strategies, including patch and vulnerability management</li><li>Monitor security systems, logs, and alerts; respond to incidents and conduct forensic investigations as needed</li><li>Automate security monitoring, testing, and remediation workflows</li><li>Analyze threat intelligence and adapt security controls to address emerging risks</li><li>Maintain and update incident response and disaster recovery plans; coordinate and participate in annual testing</li><li>Ensure compliance with applicable cybersecurity regulations, standards, and best practices</li><li>Produce clear security documentation, reports, and executive-level risk summaries</li><li>Collaborate closely with IT, Help Desk, and application development teams to embed security across the environment</li><li>Support security awareness and training initiatives for staff</li><li>Serve as a technical security subject matter expert on internal and external initiatives</li><li>Perform other related duties as assigned</li></ul>
<p>We are looking for a compassionate and organized Customer Service Representative to join a busy veterinary hospital in Carlsbad. This role is ideal for someone who enjoys working with people and animals, and who can remain calm, empathetic, and professional in a fast-paced clinical setting. You will serve as the primary point of contact for pet owners, helping coordinate appointments, answer questions, and ensure a smooth experience for both clients and patients.</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li>Greet clients and pets, creating a welcoming and supportive environment</li><li>Schedule appointments and manage daily calendars</li><li>Answer phones and respond to client inquiries regarding services, pricing, and care</li><li>Assist with patient check-in/check-out and maintain accurate records</li><li>Process payments and explain invoices or treatment plans</li><li>Coordinate with veterinary staff to ensure efficient patient flow</li><li>Maintain cleanliness and organization of the front office</li><li>Provide general administrative support as needed</li></ul><p><br></p>
We are looking for a compassionate Customer Experience Specialist to support a mission-driven non-profit organization serving the community. This contract opportunity with permanent potential is ideal for someone who thrives in a high-volume service environment and is motivated by helping individuals access meaningful support and resources. In this role, you will serve as a key point of contact for incoming inquiries, provide accurate guidance, and help ensure each interaction is handled with professionalism, empathy, and efficiency.<br><br>Responsibilities:<br>• Handle incoming calls and inquiries, offering clear information, guidance, and appropriate service referrals based on each individual’s needs.<br>• Record client conversations and case details accurately in web-based platforms to maintain complete and timely documentation.<br>• Stay informed on community programs, organizational services, and support resources to provide reliable assistance.<br>• Work closely with internal departments and team members to coordinate responses and resolve client concerns effectively.<br>• Deliver thoughtful, respectful, and solutions-focused service across every phone and digital interaction.<br>• Use call center and customer management tools to track activity, manage communications, and support daily workflow requirements.<br>• Assist with questions related to services, benefits, or billing matters while ensuring information is communicated clearly and professionally.
We are looking for a compassionate Customer Experience Specialist to join a mission-driven non-profit organization serving the community. This contract opportunity with permanent potential is ideal for someone who enjoys helping people, handling high-volume client interactions, and connecting individuals with meaningful support services. In this role, you will serve as a key point of contact in the call center, delivering attentive service while maintaining accurate records and coordinating with internal teams to support positive outcomes.<br><br>Responsibilities:<br>• Manage incoming calls and client inquiries with professionalism, empathy, and a solutions-focused approach.<br>• Provide clear guidance, relevant information, and appropriate service referrals based on each individual’s needs.<br>• Record client interactions thoroughly in web-based platforms and maintain accurate case documentation.<br>• Stay informed about available programs, community resources, and service updates to ensure reliable support.<br>• Work closely with internal departments to resolve concerns and help clients access the right assistance.<br>• Deliver consistent, high-quality communication across phone and digital channels while meeting service expectations.<br>• Use call center and CRM tools to track interactions, follow up on requests, and support efficient operations.
We are looking for a Customer Experience Specialist to join a mission-driven non-profit organization serving the community. This contract-to-permanent opportunity is ideal for someone who is energized by helping others, navigating client needs with empathy, and delivering thoughtful support through a high-volume contact center environment. In this role, you will connect individuals to essential resources, provide clear guidance, and contribute to a service experience centered on dignity, responsiveness, and community impact.<br><br>Responsibilities:<br>• Handle incoming calls and messages from clients, offering accurate information, next-step guidance, and appropriate resource referrals based on individual needs.<br>• Record customer interactions in web-based platforms with a high level of accuracy, completeness, and timeliness.<br>• Stay informed on available programs, services, and community resources so information shared with clients remains current and reliable.<br>• Partner with internal departments and support teams to coordinate resolutions and ensure client concerns are addressed effectively.<br>• Deliver compassionate, attentive service across every interaction while maintaining quality standards and responsiveness expectations.<br>• Use call center and customer management tools to track inquiries, update case details, and support consistent follow-through.<br>• Assist with customer questions related to service access, benefits, or billing matters while ensuring a positive client experience.
We are looking for a compassionate Customer Experience Specialist to support community members by delivering responsive, service-focused assistance in a mission-driven non-profit environment. This contract opportunity is based in San Diego, California, and is ideal for someone who thrives in a fast-paced call center setting while helping individuals connect with essential programs and resources. The person in this role will handle incoming inquiries, maintain accurate records, and work closely with internal partners to ensure each interaction is handled with care and consistency.<br><br>Responsibilities:<br>• Manage a high volume of incoming calls and respond to questions with clear, helpful, and empathetic service.<br>• Guide individuals to appropriate programs, community resources, or next steps based on their specific needs.<br>• Enter complete and timely notes into web-based platforms and customer record systems after each interaction.<br>• Stay informed on available services, eligibility details, and organizational updates to provide accurate information.<br>• Coordinate with internal departments to resolve concerns and support positive outcomes for clients.<br>• Maintain a thoughtful and respectful communication style across phone, chat, and written correspondence.<br>• Use call center and CRM tools to track interactions, follow up on outstanding issues, and support service quality.<br>• Support billing- or benefits-related inquiries when applicable and direct complex matters to the appropriate teams.
We are looking for a Customer Experience Specialist to join a mission-driven non-profit organization serving a local community. This contract opportunity with permanent potential is ideal for someone who brings empathy, strong attention to detail, and strong communication skills to every client interaction. In this role, you will support individuals seeking guidance, connect them with appropriate services, and help ensure each interaction is handled accurately and respectfully. The position offers the chance to contribute to meaningful community impact while building experience in a collaborative, service-focused environment.<br><br>Responsibilities:<br>• Handle incoming calls and messages from individuals seeking support, information, or service referrals, and provide clear, compassionate assistance based on their needs.<br>• Record client conversations, service requests, and outcomes in online systems with a high level of accuracy and timeliness.<br>• Stay informed about organizational programs, community resources, and eligibility guidelines in order to direct clients appropriately.<br>• Work closely with colleagues and partner teams to resolve concerns and ensure clients receive coordinated support.<br>• Deliver attentive, courteous service across phone and digital communication channels while maintaining confidentiality and respect.<br>• Use call center and customer management platforms to track activity, manage case details, and support efficient follow-up.<br>• Assist with questions related to benefits, billing, or general program information by identifying the best available solution or escalation path.
We are looking for a compassionate Customer Experience Specialist to join a mission-driven non-profit organization in San Diego, California. This contract opportunity with potential for a permanent role is ideal for someone who enjoys supporting community members, handling high-volume inbound inquiries, and connecting people with meaningful services and resources. In this role, you will serve as a key point of contact, delivering thoughtful assistance while maintaining accurate records and working closely with internal teams to ensure each interaction is handled with care and consistency.<br><br>Responsibilities:<br>• Manage incoming calls and respond to questions with clear, helpful guidance tailored to each individual’s needs.<br>• Record client interactions thoroughly and accurately within web-based platforms and customer management systems.<br>• Direct callers to appropriate programs, benefits, or community resources based on the nature of their inquiries.<br>• Partner with internal departments to coordinate next steps and support timely resolution of service needs.<br>• Maintain current knowledge of organizational offerings, referral options, and support resources to provide informed assistance.<br>• Deliver a consistently attentive and empathetic experience across phone and digital communication channels.<br>• Use call center and CRM tools effectively to track activity, update records, and support daily service operations.
We are looking for a Customer Experience Specialist to join a mission-focused non-profit organization serving the community. This contract opportunity with potential for a permanent role is ideal for someone who brings empathy, professionalism, and strong communication skills to every client interaction. In this role, you will support individuals reaching out for guidance, connect them with appropriate resources, and help create a positive service experience through accurate documentation and effective coordination.<br><br>Responsibilities:<br>• Handle incoming calls and inquiries with professionalism, providing clear guidance, support, and appropriate resource information.<br>• Record customer interactions promptly and accurately in web-based platforms and customer management systems.<br>• Stay informed on available programs, community services, and organizational resources in order to give current and helpful information.<br>• Work closely with internal departments to coordinate responses and ensure client concerns are addressed in a timely manner.<br>• Deliver a high level of service across phone and digital communication channels while maintaining empathy and confidentiality.<br>• Use tools such as CRM platforms, call center systems, and standard office software to manage case details and service activity.<br>• Support benefit- and billing-related questions by identifying needs and directing inquiries to the proper channels when necessary.
We are looking for a detail-oriented Staff Accountant to join our team in San Diego, California in a contract-to-permanent capacity. This position supports day-to-day accounting operations across payables, receivables, banking, and month-end close while helping maintain accurate financial records in a manufacturing-focused environment. The ideal candidate brings strong accounting fundamentals, sound judgment, and the ability to manage both financial processes and administrative support responsibilities with professionalism and discretion.<br><br>Responsibilities:<br>• Oversee accounts payable activities by reviewing invoices, maintaining vendor tax documentation, preparing annual 1099-related support, and coordinating timely payment processing.<br>• Manage employee expense submissions and company card activity, ensuring transactions are properly reviewed, coded, and recorded.<br>• Support accounts receivable functions by issuing customer billings, following up on outstanding balances, and addressing billing-related questions from clients.<br>• Perform daily banking reconciliation tasks, verify the validity of cash disbursements, and record deposit, payment, and credit card activity in the accounting system.<br>• Prepare journal entries, reconcile general ledger accounts, and complete monthly close procedures to support accurate financial reporting.<br>• Analyze financial records for completeness and accuracy, investigate discrepancies, and resolve issues that may affect reporting integrity.<br>• Contribute to cost accounting efforts by monitoring inventory-related data, maintaining bills of material updates, reviewing variances, and assisting with margin and project reporting.<br>• Assist with audit and tax preparation by compiling schedules, gathering supporting documentation, and organizing financial records for internal and external review.<br>• Maintain electronic filing systems, uphold document retention standards, and help strengthen internal controls and accounting procedures as business needs evolve.<br>• Provide general office support as needed, including front desk backup, mail handling, meeting coordination, vendor communication, and basic facility-related administrative tasks.
<p>Healthcare customer service requires more than just answering questions—it requires clarity, patience, and precision. We are seeking a Customer Service Representative to support a growing healthcare organization in San Diego. This role focuses on assisting patients with scheduling, insurance inquiries, and general support while ensuring a high level of professionalism and confidentiality. This is a great opportunity for someone who enjoys structured processes but also values meaningful interactions with people.</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li>Handle inbound and outbound calls related to scheduling, billing, and general inquiries</li><li>Assist patients with appointment coordination and follow-ups</li><li>Verify insurance information and explain basic coverage details</li><li>Maintain accurate patient records within electronic systems</li><li>Resolve patient concerns or escalate issues appropriately</li><li>Support administrative tasks such as data entry and documentation</li><li>Ensure compliance with HIPAA and company policies</li></ul>
<p>Our client in the nonprofit space is seeking a compassionate and service-oriented Customer Service Agent to support clients, donors, members, or community stakeholders with professionalism and care. This role is ideal for someone who enjoys helping others, resolving inquiries, and contributing to a mission-driven organization.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Respond to inbound calls, emails, and other inquiries from clients, donors, members, or community partners.</li><li>Provide accurate information regarding programs, services, events, or organizational resources.</li><li>Resolve customer concerns in a timely, professional, and empathetic manner.</li><li>Document interactions and maintain accurate records in internal systems.</li><li>Route complex issues to the appropriate department when needed.</li><li>Support outreach efforts, event communications, and general administrative tasks as assigned.</li><li>Maintain confidentiality and uphold the organization’s service standards.</li></ul><p><br></p>
<p>Our client is seeking a professional and customer-focused Customer Service Agent to join their team. This role is ideal for someone who enjoys helping others, resolving issues, and delivering a positive customer experience in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, and chat in a timely and professional manner</li><li>Resolve customer concerns and escalate issues when appropriate</li><li>Maintain accurate records of customer interactions and account updates</li><li>Provide information regarding products, services, orders, or accounts</li><li>Collaborate with internal teams to ensure customer needs are met</li><li>Support additional administrative and service-related tasks as needed</li></ul><p><br></p>
<p>In healthcare, communication needs to be both efficient and empathetic. We’re seeking a Customer Support Specialist to assist patients and clients with scheduling, billing inquiries, and general support. This role is ideal for someone who can manage a high volume of communication while maintaining accuracy, professionalism, and a strong sense of responsibility.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle inbound and outbound calls related to scheduling, billing, and general inquiries</li><li>Assist with appointment coordination and follow-ups</li><li>Maintain accurate records within EMR/EHR systems</li><li>Verify patient information and update records as needed</li><li>Resolve issues or escalate concerns appropriately</li><li>Support administrative tasks such as data entry and documentation</li><li>Ensure compliance with HIPAA and internal policies</li></ul>
We are looking for an organized Administrative Assistant to support a growing team in California. This contract opportunity with permanent potential is ideal for someone who enjoys keeping office operations running smoothly while managing contract-related paperwork and day-to-day administrative tasks. The role is fully onsite and offers the chance to work in a collaborative office environment with flexibility in scheduling.<br><br>Responsibilities:<br>• Coordinate and maintain contract documentation, ensuring records are accurate, current, and easy to retrieve.<br>• Prepare, review, and process change orders and purchase orders to support active projects and office operations.<br>• Provide front office support by answering incoming calls, directing inquiries, and greeting visitors professionally.<br>• Enter and update information in internal systems and spreadsheets with strong attention to detail.<br>• Assist with general administrative activities such as filing, scheduling, document preparation, and correspondence.<br>• Support project and office teams by tracking paperwork deadlines and following up on outstanding items.<br>• Work with tools such as AutoQuotes, Bluebeam, and Adobe for document handling and project-related administrative tasks, with training available as needed.
We are looking for a Customer Service Representative to join a team in California on a contract basis with the potential for a long-term opportunity. This position is ideal for someone who enjoys helping customers, managing a steady call volume, and keeping information organized with accuracy. The role combines inbound support with outbound follow-up activity and offers the opportunity to build long-term experience in a customer-focused environment.<br><br>Responsibilities:<br>• Handle approximately 10 incoming calls each day, providing timely and attentive assistance to customers.<br>• Complete a higher volume of outbound calls after training, typically ranging from 30 to 80 calls daily, to support follow-up and service needs.<br>• Send follow-up links and communicate next steps clearly so customers understand how to proceed.<br>• Enter customer and order-related information accurately into internal systems while maintaining detailed records.<br>• Use Salesforce and related tools to track interactions, update account information, and document service activity.<br>• Respond to customer inquiries effectively, resolve routine issues, and escalate more complex concerns when needed.
<p>We are looking for an experienced IT specialist to lead delivery operations in a vendor-managed infrastructure environment. This long-term contract position is based in Irvine, California, and focuses on overseeing cloud and data center services while ensuring operational stability and measurable progress. The ideal candidate will excel in driving vendor accountability and maintaining high standards for service availability, performance, and security.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily operations of data center and cloud services, ensuring service stability and effective incident, change, and problem management.</p><p>• Act as the primary escalation point for infrastructure-related issues, driving timely resolutions.</p><p>• Manage vendor relationships by setting clear expectations, validating deliverable quality, and addressing performance gaps.</p><p>• Develop and implement corrective action plans to resolve recurring issues and dependencies.</p><p>• Support the transition to a vendor-led operating model by clarifying roles, responsibilities, and handoffs between stakeholders.</p><p>• Document and refine processes to reduce reliance on undocumented knowledge and ensure operational clarity.</p><p>• Produce concise and actionable status reports for executive leadership, highlighting risks and recommending solutions.</p><p>• Maintain a structured approach to tracking actions, deadlines, and outcomes to drive accountability.</p><p>• Ensure adherence to ITIL processes and governance standards to maintain service quality.</p><p>• Facilitate leadership decision-making by presenting clear, fact-based insights and options.</p>
<p><strong>About the Role:</strong></p><p> Robert Half is partnering with a prestigious wealth management firm to hire a polished and client-focused Front Desk Coordinator. As the first point of contact, you will play a key role in creating a welcoming and professional experience for high-net-worth clients while ensuring smooth day-to-day front office operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet clients and visitors, providing a high-touch, concierge-level experience</li><li>Answer and direct incoming calls with professionalism and efficiency</li><li>Manage front desk operations, including scheduling, conference room coordination, and office upkeep</li><li>Coordinate meetings, including preparing materials and ensuring rooms are client-ready</li><li>Handle incoming and outgoing mail, packages, and deliveries</li><li>Maintain client records and assist with light administrative tasks</li><li>Support advisors and internal teams with scheduling and ad hoc requests</li><li>Ensure confidentiality and discretion when handling sensitive client information</li></ul><p><br></p>
<p>An AmLaw firm with almost 200 attorneys - based here in San Diego - is seeking an employment law litigator.</p><p><br></p><p>This attorney should have 3+ years of experience in employment law. Exposure to areas such as unlawful terminations and LOA accommodations is helpful, but <strong>wage & hour experience is a must-have </strong>for this role. <strong>A background in litigation in California is also imperative</strong>; legal research, writing, and analysis skills are paramount. CA's labor laws are unique, and thus this firm won't entertain litigators from other states.</p><p><br></p><p>This firm operates on a hybrid schedule (3 days in the office) out of downtown San Diego or Del Mar Heights (parking provided in the building) and offers generous benefits and PTO. The billable hour requirement is 1850; hitting that automatically qualifies attorneys for bonuses.</p><p><br></p><p><strong><u>Perks of Company</u></strong>:</p><ul><li>Size: they are AmLaw 200, so large enough to have tons of resources for practice growth, professional development, and have a wide variety of clients. Yet we “know everybody’s name on the email list!”</li><li>For example, the firm's attorney support center helps with overflow for expense reports, timesheets, etc. </li><li>Accolades upon accolades - for the attorney you'd work under, and the firm overall. </li></ul>
<p><strong>Position Overview:</strong></p><p> We are seeking a professional, personable, and highly organized Part-Time Receptionist to support a well-established wealth management firm. This role is the first point of contact for clients and visitors and plays a key part in delivering a polished, high-touch client experience. The ideal candidate thrives in a client-facing environment and is comfortable supporting a fast-paced, detail-oriented office.</p><p><strong>Schedule:</strong></p><p> 25–30 hours per week (standard business hours; schedule to be discussed)</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet clients and visitors with professionalism and a welcoming demeanor</li><li>Answer and route incoming calls; respond to general inquiries or direct appropriately</li><li>Manage front desk operations and maintain a polished, organized reception area</li><li>Schedule client meetings and assist with calendar coordination for advisors</li><li>Support client intake processes, including collecting and organizing documentation</li><li>Handle incoming/outgoing mail, deliveries, and courier services</li><li>Assist with basic administrative tasks such as filing, scanning, and data entry</li><li>Maintain confidentiality of sensitive financial and client information at all times</li><li>Coordinate meeting room setup and ensure readiness for client appointments</li><li>Provide general office support to advisors and operations staff as needed</li></ul><p><br></p>