<p>Our special client in the manufacturing and operations space in San Marcos, CA is looking for an Administrative Assistant who’s not afraid to roll up their sleeves and dive into a mix of clerical, financial, and operational support. If you enjoy variety in your day and have a knack for keeping things organized, this role offers a great blend of structure and flexibility.</p><p><br></p><p><strong><u>What You’ll Be Doing:</u></strong></p><ul><li>Assist with data entry and recordkeeping across multiple departments.</li><li>Support purchasing activities including vendor communication and order tracking.</li><li>Enter and maintain records in QuickBooks and internal databases.</li><li>Help with light accounting tasks and invoice processing.</li><li>Coordinate with production and operations teams on documentation and scheduling.</li><li>Provide general administrative support including filing, scanning, and correspondence.</li></ul><p><br></p>
<p><strong>Position Summary</strong></p><p> The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide range of responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison between the executive team, clients, custodians, and back office, ensuring smooth execution of both daily and strategic tasks. Reports to the CEO’s Advisory Associate.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Family Office & Client Administration</strong></p><ul><li>Manage household payments (utilities, insurance, etc.) and monitor bank balances</li><li>Coordinate fund transfers, property taxes, and insurance procurement</li><li>Assist with personal/business banking needs and archive relevant documents</li></ul><p><strong>Financial Reconciliation & Reporting</strong></p><ul><li>Maintain Excel reconciliations for bank/credit accounts (bi-monthly)</li><li>Support budgeting and prepare annual financial reports</li><li>Reconcile AMEX cards and monitor payment accounts</li></ul><p><strong>Account Opening & Maintenance</strong></p><ul><li>Manage onboarding (NetX360/Pershing), documentation, and compliance coordination</li><li>Track and renew W-8 forms; update client records</li></ul><p><strong>Statement & Documentation Management</strong></p><ul><li>Print, reconcile, and distribute account statements and reports</li></ul><p><strong>Transfers & SLOAs</strong></p><ul><li>Process transfer requests (SLOA, ACH, checks), distributions, and follow-ups</li></ul><p><strong>Invoice & Billing Review</strong></p><ul><li>Track and review fiduciary invoices as needed</li></ul><p><strong>Alternative Investments</strong></p><ul><li>Coordinate subscription agreements, AML docs, capital calls, and online access</li><li>Conduct quarterly reviews and upload K-1s</li></ul><p><strong>Tax Coordination</strong></p><ul><li>Distribute tax documents to CPAs and process estimated tax payments</li></ul><p><strong>Addepar Reporting</strong></p><ul><li>Generate, reconcile, and distribute Addepar reports</li></ul><p><strong>Administrative Support</strong></p><ul><li>Manage CEO’s calendar, travel, events, and reimbursements</li><li>Assist with year-end events, holiday gifting, and monthly reconciliations</li></ul><p><strong>Client Correspondence</strong></p><ul><li>Prepare and send client communications and documentation</li></ul>
<p>We are looking for a highly skilled Contract Administrator to join our team in Chula Vista, California. In this role, you will serve as a key partner within the Aerostructures Supply Chain contracts organization, managing complex supplier agreements and collaborating with leadership to achieve strategic business goals. This is a long-term, Remote contract position that offers the opportunity to engage in high-impact projects and contribute to the success of our supply chain operations.</p><p><br></p><p>Responsibilities:</p><p>• Draft, negotiate, and manage complex contract documents in alignment with internal and external schedules.</p><p>• Analyze and prepare detailed reports to ensure compliance with negotiated parameters, including government procurement and cost control guidelines.</p><p>• Evaluate and interpret contractual terms and conditions, assessing risk and potential impacts to the organization.</p><p>• Collaborate with legal and subject matter experts to address risk through tailored contract terms and conditions.</p><p>• Provide guidance to team members on contract-related issues and consult with leadership to develop contingency plans.</p><p>• Identify opportunities to improve workflow efficiency and enhance the quality of deliverables.</p><p>• Track and report key metrics to measure and improve functional effectiveness.</p><p>• Represent the organization on legal matters related to contracts and provide expert legal advice on contract administration.</p><p>• Maintain accurate and up-to-date records of legal and contractual documentation.</p>
<p>Are you a contracts expert with a sharp eye for detail and a passion for the healthcare or medical device industry? Robert Half is looking for a <strong>Commercial Contracts Manager</strong> to join our amazing client in Orange County!</p><p>In this exciting role, you’ll take the lead in <strong>reviewing, editing, redlining, negotiating, and drafting</strong> a wide range of commercial contracts—including sales agreements, vendor contracts, distribution agreements, and more. You'll work cross-functionally with legal, sales, and business teams to ensure contracts are not only compliant but also aligned with strategic business goals. This is a long-term contract position. </p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Review and analyze contract terms to identify risks and ensure compliance with company policies and industry regulations</li><li>Draft and negotiate commercial contracts with customers, suppliers, and partners</li><li>Collaborate with internal stakeholders to align contract terms with operational and business needs</li><li>Provide clear guidance on contract language, obligations, and risk mitigation</li><li>Maintain templates and contract management processes to improve efficiency</li></ul><p><br></p>
