<p>We are seeking a professional and detail-oriented Medical Front Desk Coordinator to join our healthcare team. The ideal candidate is bilingual in Spanish or Tagalog and experienced with NexTag, a medical point-of-care (POC) system. This role is essential in providing a smooth and welcoming experience for patients while supporting the administrative functions of the clinic.</p><ul><li>Greet and check in patients in a friendly and professional manner.</li><li>Schedule and confirm patient appointments using <strong>NextTag</strong>.</li><li>Verify patient insurance coverage, eligibility, and copay amounts prior to appointments.</li><li>Collect payments and process transactions accurately through <strong>NextTag</strong>.</li><li>Maintain and update patient demographic, billing, and medical records.</li><li>Answer multi-line phones, respond to patient inquiries, and route calls appropriately.</li><li>Coordinate with medical staff to ensure smooth patient flow and scheduling.</li><li>Assist with prior authorizations, referrals, and medical record requests.</li><li>Maintain patient confidentiality and adhere to <strong>HIPAA</strong> regulations.</li></ul>
<p>We are looking for a skilled and organized Medical Receptionist to join our team on a contract basis in Oakland, California. In this role, you will be the first point of contact for patients, ensuring a welcoming and attentive experience. Your responsibilities will include managing front office operations, scheduling appointments, and supporting efficient patient care. This is an excellent opportunity for an experienced individual with a strong background in medical administration to contribute to a dynamic healthcare environment.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist patients upon arrival, ensuring a friendly and attentive atmosphere.</p><p>• Schedule and confirm patient appointments while maintaining an organized calendar.</p><p>• Handle patient check-in and check-out processes, including verifying necessary documentation.</p><p>• Manage incoming calls, answer inquiries, and route messages to appropriate staff members.</p><p>• Maintain accurate and up-to-date patient records and ensure confidentiality at all times.</p><p>• Coordinate with medical staff to facilitate smooth patient flow and timely care.</p><p>• Process insurance information and assist with billing inquiries when needed.</p><p>• Ensure the cleanliness and organization of the front office area.</p><p>• Address and resolve patient concerns promptly and effectively.</p><p>• Perform general administrative duties to support the daily operations of the medical office.</p><p><br></p><p>If you are interested in the role, please apply for the role and call us at (510) 470-7450</p>
<p>We are looking for a Medical Front Desk Specialist to join our team in San Francisco, California. This is a contract position within the healthcare industry, providing critical administrative support to ensure smooth operations at a high-performing ambulatory surgery center. The ideal candidate will bring professionalism, attention to detail, and excellent customer service skills to maintain the highest standards of patient care.</p><p><br></p><p>This is a Part-time role. Daily Hours will be 5:30AM-11:30AM Monday-Friday</p><p>Free parking & scrubs provided at this office </p><p><br></p><p>Responsibilities:</p><p>• Oversee front desk operations, including billing, payment collection, and maintaining a welcoming and clean environment for patients.</p><p>• Handle patient records using electronic charting systems while ensuring compliance with privacy regulations.</p><p>• Provide administrative support to clinic staff, including scheduling and coordinating tasks.</p><p>• Facilitate communication with patients and staff through answering inbound calls and addressing inquiries.</p><p>• Assist in ordering lunches and managing supplies for medical staff.</p><p>• Utilize EHR systems to input and manage patient data efficiently.</p><p>• Prepare and maintain accurate charts, graphs, and reports for clinic operations.</p><p>• Support budgeting and basic bookkeeping tasks for clinic administration.</p><p>• Ensure compliance with organizational policies and healthcare standards.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00416-0013308558**</p><p><br></p>
<p>This role offers an opportunity to support women at all stages of life—from adolescence to menopause—by assisting providers in delivering comprehensive, personalized, and respectful care. Ideal for someone with strong communication skills, empathy, and a genuine interest in women’s health. No phlebotomy required.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Welcome patients and help create a calm, comfortable, and professional environment.</li><li>Prepare patients for exams and procedures related to gynecology, family planning, fertility, and prenatal care.</li><li>Record and update patient health information, including vital signs and medical history, in the electronic medical record (EMR).</li><li>Assist providers during exams, routine screenings, and in-office procedures (such as Pap smears or IUD insertions).</li><li>Maintain exam rooms—restocking supplies, cleaning surfaces, and ensuring readiness for each patient.</li><li>Support patient education by providing information on women’s health topics, prenatal care instructions, and preventive screenings as directed by the provider.</li><li>Coordinate scheduling, referrals, and follow-up appointments to ensure continuity of care.</li><li>Manage patient calls, messages, and documentation with professionalism and confidentiality.</li><li>Collaborate closely with physicians, nurses, and administrative staff to promote an efficient, team-based environment.</li></ul><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00416-0013318370**</p>
We are looking for an Administrative Assistant with experience in HR recruiting to join our team in San Francisco, California. This is a Contract to permanent position that offers an exciting opportunity to contribute to talent acquisition efforts and administrative support. The ideal candidate will demonstrate strong organizational abilities, excellent communication skills, and a proactive approach to sourcing and recruiting top talent.<br><br>Responsibilities:<br>• Manage administrative tasks such as scheduling meetings, maintaining records, and handling correspondence.<br>• Answer incoming calls and provide attentive support to clients and candidates.<br>• Conduct data entry tasks with precision and ensure accurate documentation of recruitment activities.<br>• Support full-cycle recruiting processes, including sourcing, screening, and onboarding candidates.<br>• Utilize e-recruitment tools and platforms to identify and engage potential candidates.<br>• Research and analyze market trends to provide insights into hiring practices and salary benchmarks.<br>• Coordinate and assist with interviews, ensuring smooth communication between candidates and hiring teams.<br>• Act as a candidate advocate, promoting their skills and qualifications to potential employers.<br>• Provide guidance to candidates on interview preparation and salary negotiation.<br>• Perform receptionist duties, including greeting visitors and managing the front desk operations.
We are looking for a motivated Office Assistant to support operations during a financial services event in Palo Alto, California. This contract position requires someone with strong sales experience, excellent communication abilities, and a general understanding of financial services. You will play a key role in ensuring a smooth event experience, engaging with attendees, and promoting business opportunities.<br><br>Responsibilities:<br>• Represent the organization at the event, building meaningful connections with attendees and promoting services effectively.<br>• Assist with event logistics such as managing registration and providing attendees with detailed information about the organization.<br>• Leverage sales skills to identify potential leads and initiate discussions about financial services solutions.<br>• Offer knowledgeable support on financial services topics, addressing attendee inquiries with professionalism.<br>• Collaborate with the event team to ensure seamless operations and an exceptional experience for all participants.<br>• Handle receptionist duties during the event, including greeting attendees and directing them to the appropriate resources.<br>• Perform clerical tasks such as scanning documents and maintaining accurate records.<br>• Respond to inbound calls and inquiries, providing excellent customer service.<br>• Support networking activities and foster business development opportunities.<br>• Ensure all event-related tasks are completed efficiently and professionally.
<p><strong>Managing Director – Wealth Advisory</strong></p><p>Are you a strategic leader, team builder, and passionate coach ready to shape the future of a high-performing advisory office? This is a rare opportunity to lead a thriving wealth management team in one of the nation’s most dynamic markets. Join a purpose-driven organization that blends financial expertise with a deep commitment to helping individuals live richer, more meaningful lives.</p><p>With a collaborative culture, national recognition for workplace excellence, and a fast-growing footprint, this firm is redefining what it means to serve clients with care, clarity, and purpose.</p><p><br></p><p><strong>About the Role</strong></p><p>As <strong>Managing Director</strong>, you’ll lead a local team of 25+ advisors and professionals, driving business performance, team development, and client service excellence. You’ll collaborate with senior leadership to align strategy, optimize growth, and ensure your office delivers an exceptional experience to every client. This role blends leadership, business strategy, and operational execution—ideal for someone who thrives in a fast-paced, people-first environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Business Leadership</strong></p><ul><li>Oversee office performance and contribute to P& L decisions</li><li>Use data-driven forecasting to inform team structure and strategic planning</li><li>Monitor key metrics across growth, service delivery, and team health</li></ul><p><strong>Growth & Market Strategy</strong></p><ul><li>Partner with growth leaders to expand market presence and brand visibility</li><li>Represent the firm in the local community, building relationships and influence</li></ul><p><strong>Team Leadership</strong></p><ul><li>Inspire and coach advisory and growth teams</li><li>Foster a culture of engagement, alignment, and support</li><li>Serve as the local culture carrier and first-line leader</li></ul><p><strong>Client Service & People Management</strong></p><ul><li>Oversee client assignments to ensure balanced and optimized service</li><li>Use capacity data and advisor feedback to guide staffing decisions</li><li>Collaborate on workforce planning and resource allocation</li></ul><p><strong>Operational Excellence</strong></p><ul><li>Ensure consistent execution of best practices tailored to local needs</li><li>Identify and resolve operational bottlenecks to enhance team and client experience</li><li>Align local efforts with scalable growth frameworks</li></ul><p><br></p><p><strong>Benefits</strong></p><ul><li>Medical, dental, and vision coverage</li><li>Retirement plan</li><li>Generous PTO and holiday flex-days</li><li>Summer flex-days and paid holidays</li><li>Parental leave</li><li>Transportation benefits</li><li>Unlimited volunteer time off</li><li>Professional and personal wellbeing stipend</li><li>Additional fringe benefits</li></ul><p><strong>Excited about this opportunity?</strong></p><p>Apply today or send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this could be the right next step in your leadership journey.</p>
<p><strong>Managing Director – Wealth Advisory</strong></p><p>Are you a strategic leader, team builder, and passionate coach ready to shape the future of a high-performing advisory office? This is a rare opportunity to lead a thriving wealth management team in one of the nation’s most dynamic markets. Join a purpose-driven organization that blends financial expertise with a deep commitment to helping individuals live richer, more meaningful lives. With a collaborative culture, national recognition for workplace excellence, and a fast-growing footprint, this firm is redefining what it means to serve clients with care, clarity, and purpose.</p><p><br></p><p><strong>About the Role</strong></p><p>As Managing Director, you’ll oversee a local team of 25+ advisors and professionals, driving business performance, team development, and client service excellence. You’ll partner with senior leadership to align strategy, optimize growth, and ensure your office delivers a remarkable experience to every client. This role blends leadership, business strategy, and operational execution—ideal for someone who thrives in a fast-paced, people-first environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Business Leadership</strong></p><ul><li>Lead the local office, managing financial performance and contributing to P& L decisions.</li><li>Use data-driven forecasting to inform team structure and strategic planning.</li><li>Monitor performance metrics across growth, service, and team health.</li></ul><p><strong>Growth & Market Strategy</strong></p><ul><li>Collaborate with growth leaders to expand market presence and brand recognition.</li><li>Represent the firm in the local community, building relationships and visibility.</li></ul><p><strong>Team Leadership</strong></p><ul><li>Inspire and coach advisory and growth teams.</li><li>Foster a culture of engagement, alignment, and support.</li><li>Serve as the local culture carrier and first-line leader.</li></ul><p><strong>Client Service & People Management</strong></p><ul><li>Oversee client assignments to ensure balance and optimized service delivery.</li><li>Use capacity data and advisor insights to make strategic staffing decisions.</li><li>Partner on workforce planning and resource allocation.</li></ul><p><strong>Operational Excellence</strong></p><ul><li>Ensure consistent execution of best practices while tailoring for local needs.</li><li>Identify and resolve bottlenecks to improve teammate and client experience.</li><li>Align local efforts with scalable growth frameworks.</li></ul><p><strong>Benefits</strong></p><ul><li>Medical, dental, and vision coverage</li><li>Retirement plan</li><li>Generous PTO and holiday flex-days</li><li>Summer flex-days and paid holidays</li><li>Parental leave</li><li>Transportation benefits</li><li>Unlimited volunteer time off</li><li>Professional and personal wellbeing stipend</li><li>Additional fringe benefits</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Our client is seeking a dedicated Project Manager to join their team. In this Contract-to-Permanent position, you will oversee the planning, execution, and delivery of various programs and client projects aligned with organizational goals. This role requires exceptional organizational skills, proactive problem-solving abilities, and the capacity to manage both strategic initiatives and detailed project tasks.</p><p><br></p><p>This is a 100% remote role with some annual travel to events. Hourly pay range is expected to be $25-$31/hr DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Create and implement comprehensive project plans, including timelines, budgets, and deliverables</p><p>• Identify and mitigate risks to ensure successful project outcomes</p><p>• Coordinate with staff, consultants, and volunteers to drive project objectives</p><p>• Organize and lead meetings, preparing agendas and documenting follow-ups</p><p>• Manage budgets for assigned programs and ensure financial accountability</p><p>• Develop and deliver reports, proposals, and other project-related documentation</p><p>• Manage several annual events we host both in person and on line</p><p>• Build and maintain effective communication with internal and external stakeholders</p><p>• Occasionally travel to attend meetings and events as required</p><p>• Align project initiatives with organizational strategies and goals</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a <strong>thriving financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a company known for its personalized approach to financial advocacy and a culture that genuinely supports your growth and success.</p><p>Top-tier perks include comprehensive medical, dental, and vision coverage, bonuses, generous retirement contributions, and wellness incentives. Enjoy work-life balance with an onsite fitness center, tuition reimbursement, loan discounts, and a newly upgraded office. Career development is built in—this is a place to grow and shine.</p><p><strong>What You’ll Do</strong></p><ul><li>Lead end-to-end GL reconciliations and governance</li><li>Mentor and manage a high-performing team</li><li>Drive efficiency and automation using tools like BlackLine</li><li>Ensure accurate, timely reconciliations and resolve discrepancies</li><li>Oversee aged items, reserves, and write-offs</li><li>Keep reconciliation documentation and metrics sharp</li><li>Collaborate across teams to solve complex issues</li><li>Be the key liaison for auditors, regulators, and executives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>The Administrative Assistant will provide high-level administrative support to executives, managers, and other staff members to ensure efficient operation of the office. Responsibilities include managing schedules, handling correspondence, coordinating meetings, and aiding in various clerical tasks. This role requires excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.</p>
<p><strong>Senior Administrative Assistant (Part-Time, 2-Month Assignment)</strong></p><p> <strong>Location:</strong> Oakland, CA (Onsite, Tuesday–Thursday, 8:30am–5:00pm)</p><p> <strong>Duration:</strong> November – December</p><p><br></p><p><strong>About the Role:</strong></p><p> The Robert Toigo Foundation is seeking a highly organized and proactive <strong>Senior Administrative Assistant</strong> to provide direct support to leadership during a busy two-month period. This role will focus on managing communications, preparing documents and presentations, and assisting with event production.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage calendars, coordinate meetings, and schedule appointments.</li><li>Handle communication management including phone calls, email correspondence, and information distribution.</li><li>Prepare and edit documents, reports, and presentations (PowerPoint).</li><li>Make travel arrangements and handle related logistics.</li><li>Support planning and execution of upcoming events and special projects.</li><li>Maintain accurate records and ensure smooth administrative operations.</li></ul><p><br></p><p><br></p>
Are you a skilled Medical Assistant looking for an exciting contract opportunity in the heart of Oakland, CA? Our healthcare client is seeking a dedicated detail oriented to join their team and make a meaningful impact on patient care. This position is perfect for candidates who thrive in fast-paced environments and are committed to delivering exceptional service in the healthcare field. <br> Job Responsibilities: Perform clinical duties such as taking vital signs, preparing patients for exams, and assisting physicians during procedures. Ensure accurate patient documentation and update medical records within electronic systems. Administer medications and injections as authorized by healthcare providers. Maintain a clean and organized environment to ensure compliance with healthcare standards and regulations. Provide compassionate support and education to patients regarding treatments and procedures. Collaborate with other healthcare staff to deliver quality care and manage patient flow effectively. If you are interested in this role please apply today and call us at (510)470-7450
Are you a skilled Medical Assistant looking for an exciting contract opportunity in the heart of Oakland, CA? Our healthcare client is seeking a bilingual (Spanish-English) detail oriented to join their team and make a meaningful impact on patient care. This position is perfect for candidates who thrive in fast-paced environments and are committed to delivering exceptional service in the healthcare field. <br> Job Responsibilities: Perform clinical duties such as taking vital signs, preparing patients for exams, and assisting physicians during procedures. Communicate effectively with Spanish-speaking patients, providing clear explanations and ensuring understanding of procedures and treatments. Ensure accurate patient documentation and update medical records within electronic systems. Administer medications and injections as authorized by healthcare providers. Maintain a clean and organized environment to ensure compliance with healthcare standards and regulations. Provide compassionate support and education to patients regarding treatments and procedures. Collaborate with other healthcare staff to deliver quality care and manage patient flow effectively. If you are interested, please apply and call us at (510)470-7450
<p>A growing company is looking for a proactive <strong>Tech Savvy Administrative Assistant</strong> to provide digital and administrative support to its operational team. This role requires a tech-savvy individual with the ability to multitask and quickly adapt to changing priorities.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage schedules and appointments for teams and leadership staff.</li><li>Assist with procurement and inventory tracking for tech equipment and software.</li><li>Provide support for onboarding and communication of organization-wide technology updates.</li><li>Create and maintain digital folders, trackers, and archives for the technology department.</li><li>Handle correspondence and documentation related to technical teams and activities.</li></ul>
<p>We are looking for a motivated and adaptable Office Assistant to join our team in Alameda, California. This is a long-term contract position that requires a proactive individual with strong organizational skills and the ability to manage multiple tasks in an efficient office environment. You will play a key role in ensuring smooth daily operations by providing administrative support and assisting with office management responsibilities.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and handle incoming calls, including routing messages to internal staff.</p><p>• Manage deliveries by coordinating with couriers such as FedEx, UPS, and mail services.</p><p>• Assist with general administrative tasks, including document preparation using Microsoft Office Suite (Word, Excel, Outlook).</p><p>• Maintain an organized and efficient office environment, ensuring supplies and resources are well-stocked.</p><p>• Provide support for email communications, including drafting and managing email campaigns.</p><p>• Ensure timely and accurate delivery and distribution of mail within the office.</p><p>• Plan and coordinate corporate onsite events</p><p>• Process invoices for office purchases</p><p>• Vendor management</p><p>• Operate and set-up all surveillance office equipment </p><p>• Collaborate with a small team to address day-to-day operational needs in a flexible and efficient manner.</p><p>• Adhere to business casual dress code, adjusting attire based on specific office requirements.</p><p>• Demonstrate a willingness to learn new processes quickly and adapt to evolving office needs.</p><p><br></p><p>If you are interested in this role, please apply now and call us at (510) 470-7450</p>
<p>We are looking for a highly organized and proactive Administrative Assistant to join a collegial law firm in San Francisco, California. This law firm values social and environmental responsibility and prides themselves on fostering a collaborative and detail-oriented work environment. This role is essential in ensuring the smooth operation of daily office activities while supporting the broader team with administrative and clerical tasks.</p><p><br></p><p>Responsibilities:</p><p>• Maintain office inventory by tracking and ordering supplies, including janitorial items and refreshments.</p><p>• Process incoming and outgoing mail, including postage and sorting duties.</p><p>• Coordinate and prepare conflict checks, ensuring timely distribution and reporting.</p><p>• Provide support for library updates, book distribution, and related library projects.</p><p>• Schedule and organize firm-wide meetings, including preparing minutes for monthly meetings.</p><p>• Assist with travel arrangements and hotel bookings for staff.</p><p>• Manage law clerk evaluations by creating forms, distributing them, and archiving completed evaluations.</p><p>• Ensure the kitchen remains organized and clean, including coffee preparation and dishwasher management.</p><p>• Set up and clean up for firm events, such as lunches and celebrations.</p><p>• Serve as a backup for the administrative assistant and operations coordinator when necessary.</p>
We are looking for an experienced Administrative Assistant to join our team in Fairfield, California. In this role, you will handle a variety of complex and confidential administrative tasks, requiring strong organizational skills and attention to detail. This is a long-term contract position offering the opportunity to contribute to the smooth functioning of departmental operations.<br><br>Responsibilities:<br>• Perform advanced office support tasks, requiring independent judgment and specialized knowledge.<br>• Research and compile data from multiple sources to complete forms or create detailed reports.<br>• Provide clear information to staff and the public, ensuring policies and procedures are effectively communicated.<br>• Organize and maintain departmental files, ensuring records are accurate and easily accessible.<br>• Draft, edit, and proofread correspondence, reports, and specialized documents with precision.<br>• Manage and track official documents, ensuring compliance with departmental regulations.<br>• Utilize computer systems to input data, generate reports, and maintain databases.<br>• Handle administrative details such as ordering supplies, coordinating equipment repairs, and updating reference materials.<br>• Review computer-generated reports for errors and ensure corrections are made promptly.<br>• Train or supervise team members on specific projects or procedures when necessary.
We are looking for a detail-oriented and organized Administrative Assistant to join our team on a long-term contract basis in Fairfield, California. This role involves supporting departmental operations through a variety of administrative tasks, including document preparation, data management, and communication with staff and the public. If you excel at multitasking and thrive in a collaborative environment, we encourage you to apply.<br><br>Responsibilities:<br>• Perform advanced and confidential administrative tasks requiring independent judgment and technical expertise.<br>• Research and compile data from multiple sources to assist in the preparation of forms, reports, and calculations.<br>• Provide clear and accurate information to both the public and staff, explaining policies and procedures as needed.<br>• Organize and maintain departmental files and official records for easy access and retrieval.<br>• Draft, proofread, and finalize correspondence, reports, and other documents, ensuring accuracy and compliance with policies.<br>• Track and process official documents, ensuring timely issuance and proper documentation.<br>• Operate computer systems to input, retrieve, and analyze data, producing detailed reports as required.<br>• Coordinate office logistics, including ordering supplies, scheduling equipment repairs, and maintaining reference materials.<br>• Review system-generated reports for accuracy, correcting discrepancies to ensure data integrity.<br>• Attend meetings, take minutes, and distribute finalized documentation to relevant stakeholders.
<p>We are looking for an experienced Senior Administrative Assistant to join our team in Walnut Creek, California. This position is ideal for a detail-oriented individual with exceptional organizational skills and a passion for delivering high-quality administrative support. The role involves assisting with client account management, providing administrative support, ensuring compliance with industry regulations, and fostering effective team collaboration.</p><p><br></p><p>Senior Administrative Assistant Responsibilities:</p><p>1. Account Management:</p><p>• Assist with the onboarding of new clients by preparing necessary custodian paperwork and ensuring all required documents are properly completed.</p><p>• Handle account maintenance tasks, such as updating client contact information and responding to general client inquires.</p><p>2. Administrative Support:</p><p>• Provide administrative support including scheduling, preparing for, and possibly attending prospect/client meetings.</p><p>• Ensure accurate documentation of all prospect/client/vendor interactions and tasks within the firm’s CRM.</p><p>3. Communication:</p><p>• Serve as the client’s primary point of contact for account questions.</p><p>• Proactively reach out to clients to ensure all service needs are met, addressing concerns in a professional and timely manner.</p><p>4. Compliance:</p><p>• Ensure compliance with industry regulations and company policies by following policies and procedures outlined by the MCS and/or Chief Compliance Officer (CCO).</p><p>• Monitor client account activity to detect and resolve compliance issues.</p><p>5. Team Collaboration:</p><p>• Work closely with advisors, other CSAs, and the operations department to ensure seamless client experiences.</p><p>• Participate in team meetings to discuss best practices and solutions for improving client service delivery.</p><p>• Assist with special projects assigned by direct management and the CCO.</p><p><br></p><p>If you are interested in applying to our Senior Administrative Assistant Position, submit your resume today!</p>
