<p>We are looking for a detail-oriented Client Service Coordinator to join our team in Blakeney, North Carolina. In this position, you will provide essential support to both clients and internal operations, contributing to a smooth and efficient workflow. This role requires a proactive individual who thrives in a collaborative environment and is eager to take on diverse administrative responsibilities.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate client scheduling and manage appointment calendars to ensure smooth operations.</p><p>• Collect and organize data for financial planning, retirement plans, and other wealth management services.</p><p>• Assist with planning and executing client meetings, including preparation and follow-up tasks.</p><p>• Handle administrative tasks such as answering inbound calls, data entry, and maintaining organized records.</p><p>• Provide exceptional client service by addressing inquiries promptly and professionally.</p><p>• Support the team in managing Salesforce and other tools to ensure accurate client information.</p><p>• Collaborate with the team during regular meetings to discuss updates and priorities.</p><p>• Maintain a high level of organization to manage multiple tasks and deadlines effectively.</p><p>• Contribute to creating a positive and flexible work environment by fostering team collaboration.</p>
<p>We are seeking a meticulous Administrative Assistant for our client in Gulfport, Mississippi. This is a short-term contract to full time position offering an excellent opportunity for growth within a dynamic work environment. The ideal candidate will provide administrative support, assist with front desk responsibilities, and contribute to maintaining smooth office operations.</p><p><br></p><ul><li>Coordinate legal communications</li><li>Manage calendars, including trial dates, hearing dates, depositions, etc.</li><li>Schedule client meetings, depositions, hearings and handling logistical needs</li><li>Draft, revise and proofread legal documents and correspondence</li><li>Handle preparation of hearing, trial, and deposition notebooks and exhibits</li><li>Assist with electronic filing of pleadings, exhibits and other legal documents</li><li>Maintain legal and confidential files and dockets in strict confidence</li><li>Perform related or similar duties as required or assigned</li></ul><p><br></p><p><br></p><p><br></p><p><br></p>
<p>Robert Half is seeking a dedicated <strong>Property Administrator</strong> to support property management teams and ensure the smooth operation of day-to-day activities. This is a fantastic opportunity to work in a fast-paced environment with room for growth and development.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for tenants, vendors, and contractors, addressing inquiries and resolving issues promptly.</li><li>Support property managers with lease administration, tenant communications, and contract tracking.</li><li>Process invoices, track budgets, and ensure timely payments to vendors and contractors.</li><li>Organize and maintain accurate property records, including lease agreements, insurance certificates, and maintenance logs.</li><li>Coordinate property inspections, repairs, and maintenance activities, ensuring compliance with safety and operational standards.</li><li>Assist with developing and maintaining budgets, reports, and other financial documentation.</li><li>Maintain and order office supplies, and ensure the property management office is running efficiently.</li><li>Ensure tenant satisfaction by providing proactive communication and outstanding customer service.</li><li>Handle scheduling tasks, such as coordinating building access for vendors and contractors.</li></ul><p><br></p>
<p>We’re working with a property management company in Santa Monica who are looking for an Administrative Assistant to join their team on a contract to hire basis. The Administrative Assistant will be responsible for heavy scheduling and calendar management, composing correspondence, project coordination, processing expense reports, coordinating with vendors and special projects as needed. </p>
<p>We are looking for an Administrative Assistant to join our team in Norwalk, Connecticut. This long-term contract role is integral to supporting varied programs and services that enhance operational efficiency for a global network of camps and initiatives. The position offers the opportunity to collaborate with international staff, external vendors, and service providers while contributing to impactful projects.</p><p><br></p><p>Responsibilities:</p><p>• Facilitate application processes for programs, ensuring accurate documentation and clear communication.</p><p>• Administer grant applications for development initiatives and compile data for reporting purposes.</p><p>• Coordinate event logistics, including sourcing supplies, arranging travel, and organizing translation services.</p><p>• Manage vendor relationships, track invoices, and handle payments for services and projects.</p><p>• Support scheduling, meeting coordination, and record-keeping to maintain organized workflows.</p><p>• Update and maintain contracts, forms, and onboarding materials to ensure compliance and accuracy.</p><p>• Conduct research and share program-related information, such as annual camp calendars and updates.</p><p>• Assist with mailing supplies and resources to camps and partners across the network.</p><p>• Identify tools and resources to improve administrative processes within the department.</p>
We are looking for an experienced Executive Administrative Assistant with a strong background in property management and accounting to join our team in Rochester, New York. This Contract-to-Permanent position offers a dynamic opportunity to support financial operations, tenant management, and administrative tasks. The ideal candidate will bring expertise in accounting practices, organizational skills, and a proactive approach to managing diverse responsibilities.<br><br>Responsibilities:<br>• Monitor multiple bank accounts, process payroll including tax withholdings, track expenses, and assist with quarterly payroll reporting.<br>• Handle monthly billing procedures, manage annual expense reconciliations, and maintain accurate records of tenant accounts.<br>• Review real estate contracts and leases to ensure compliance with financial terms and tenant obligations.<br>• Arrange travel and provide general administrative and secretarial support as needed.<br>• Collaborate with brokers to secure new tenants and oversee the preparation of related documentation.<br>• Assist in managing a fleet of vehicles, ensuring processes are streamlined and efficient.<br>• Coordinate with external accounting firms on financial matters and assist in the preparation and distribution of annual 1099 forms.<br>• Oversee the ordering and maintenance of office supplies and other necessary inventory items.
<p>Robert Half is seeking an Administrative Assistant who will play a key role in ensuring the smooth operation of the office and providing administrative support to a local and growing organization. The ideal candidate is detail-oriented, resourceful, and able to manage multiple responsibilities simultaneously while maintaining a positive and professional demeanor.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Organize and maintain office records, files, and documents (electronic and physical).</li><li>Manage incoming and outgoing communications, including emails and phone calls, while promptly addressing inquiries.</li><li>Coordinate schedules, appointments, and meetings, often across multiple time zones.</li><li>Prepare and proofread correspondence, reports, and other office documentation.</li><li>Assist with data entry, expense reporting, and maintaining accurate records.</li><li>Oversee office supplies inventory and liaise with vendors when necessary.</li><li>Support event planning, travel arrangements, and logistics as needed.</li><li>Collaborate with various teams to ensure projects stay on track and deadlines are met.</li><li>Perform other administrative duties as assigned to support the team and leadership.</li></ul><p><br></p>
<p><strong>Administrative Assistant</strong></p><p>We are currently seeking a talented individual for a key opportunity with one of our partner companies. If you thrive in a fast-paced environment, enjoy engaging with both internal and external stakeholders, and posses outstanding organizational skills, this role might be ideal for you! Below are the primary responsibilities for the administrative assistant:</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Reception and Communication</strong>: Answer phones and warmly greet customers, technicians, and vendors, ensuring a professional and pleasant interaction.</p><p><strong>Scheduling Support</strong>: Log and process trouble calls while providing detailed information to the operations department for efficient scheduling.</p><p><strong>Technician Coordination</strong>: Proactively relay work assignments to technicians throughout the day to maintain seamless operational flow.</p><p><strong>File and Document Management</strong>: Assist in the creation and maintenance of both electronic and hard copy filing systems. This includes scanning documents and organizing them into electronic filing systems.</p><p><strong>Data Entry</strong>: Accurately input data into various internal computer systems to uphold information integrity.</p><p><strong>Office Administration</strong>: Manage front office duties such as ordering supplies, liaising between departments, and identifying support needs across various teams.</p><p><strong>Document Writing and Editing</strong>: Draft and edit a range of materials, including letters, memos, emails, reports, and other correspondence.</p><p><strong>Desired Skills and Attributes: </strong>Strong organizational capabilities and attention to detail.</p>
<p><strong>Robert Half </strong>is partnering with a leading <strong>Property Appraisal</strong> company in the <strong>Buffalo, NY</strong> area on their search for an <strong>Administrative Assistant</strong> with top-tier attention to detail. This <strong>in-office</strong> role will support both company leadership and the appraisal staff in a wide variety of critical tasks. The ideal candidate will have prior administrative experience, preferably in real estate, property management, or appraisal services. This role requires excellent communication skills and the ability to work efficiently in a fast-paced, deadline-driven environment. If you like an industry and position where every day can be different, this could be a great opportunity!</p><p><br></p><p><strong>Responsibilities include but not limited to:</strong></p><p><br></p><ul><li>Provide administrative support to appraisers, management, and other team members to ensure smooth daily operations</li><li>Prepare, format, and proofread appraisal reports and other documentation for accuracy and compliance with company and industry standards</li><li>Maintain and organize client files, property records, and confidential information in both physical and digital formats</li><li>Manage incoming calls, emails, and correspondence, ensuring prompt and professional responses</li><li>Enter data accurately into appraisal management systems and ensure timely submission of completed reports</li><li>Support compliance efforts by adhering to appraisal regulations, confidentiality protocols, and quality assurance procedures</li></ul><p><br></p><p><br></p><p><br></p><p><br></p>
<p>Are you an organized, team-oriented individual with a passion for helping people? We are seeking someone in the York area to join a dynamic team as their <strong>Office Assistant</strong> to play a crucial role in keeping their office running smoothly and effectively. This is an excellent opportunity for someone who thrives in a collaborative environment and is eager to make a difference by supporting both colleagues and customers with professionalism and care.</p><p><br></p><p><u>Key Responsibilities:</u></p><ul><li>Handle a variety of administrative tasks, including answering and directing phone calls, managing correspondence, and maintaining office supplies.</li><li>Support team members in daily operations by scheduling meetings, preparing reports, and managing shared calendars.</li><li>Greet and assist visitors, ensuring a welcoming and professional atmosphere.</li><li>Perform data entry and maintain accurate records in both physical and digital formats.</li><li>Provide exceptional customer service by addressing inquiries and offering timely solutions.</li><li>Collaborate with various departments to ensure projects and tasks are completed on time.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Part-Time Administrative Assistant to join our team in El Segundo, California. This long-term contract position offers the opportunity to work in a dynamic and fast-paced environment, supporting daily administrative and operational functions. The ideal candidate will excel in multitasking, communication, and organization while contributing to high-volume customer service and project coordination.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support, including data entry, document organization, and file management.</p><p>• Monitor and track expedited orders, ensuring schedules are updated accurately and promptly.</p><p>• Maintain and manage spreadsheets using Excel and Google Sheets for order tracking and reporting purposes.</p><p>• Create and edit formulas, filter data, and prepare basic pivot tables for efficient reporting.</p><p>• Deliver exceptional customer service by addressing inquiries professionally and coordinating with internal teams.</p><p>• Assist in the planning and coordination of graduation projects and apparel-related tasks.</p><p>• Contribute to various operational activities in a small-office setting, adapting to evolving priorities.</p><p>• Perform light physical tasks such as moving items upstairs and lifting objects up to 15 lbs when necessary.</p>
<p><strong>About the Role:</strong></p><p>We are seeking a motivated and detail-oriented <strong>Administrative Assistant</strong> to join our team. In this role, you will provide vital support to ensure smooth day-to-day operations. You’ll be responsible for handling a variety of administrative tasks, maintaining organization, and contributing to a positive and productive work environment. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and maintain schedules, appointments, and calendars.</li><li>Thrives in a fast-paced setting and enjoys being a key part of a team’s success</li><li>Coordinate meetings, prepare agendas, and take minutes as needed.</li><li>Handle incoming calls, emails, and inquiries, providing exceptional communication and customer service.</li><li>Organize and maintain physical and digital files, ensuring accuracy and accessibility.</li><li>Assist with data entry, reporting, and creating presentations as required.</li><li>Monitor office supplies and place replenishment orders when necessary.</li><li>Support team members with special projects and ad-hoc tasks.</li><li>Ensure the overall organization and tidiness of the workspace.</li></ul><p><br></p><p><br></p><p><br></p>
<p>We are looking for a skilled and detail-oriented Administrative Assistant to join our client's team in Gaithersburg, Maryland. In this role, you will provide vital support to our General Counsel and real estate development team, ensuring smooth operations and the management of critical tasks. This position requires a high level of professionalism, organizational expertise, and discretion in handling confidential information.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Deliver comprehensive administrative support to executives and members of the development team.</p><p>• Draft, review, and finalize correspondence, reports, presentations, and legal documents such as contracts and leases.</p><p>• Monitor and manage key dates related to contracts, permits, and regulatory filings to ensure compliance.</p><p>• Organize and maintain digital filing systems for efficient document retrieval.</p><p>• Assist in preparing and submitting development applications, permit requests, and zoning documentation.</p><p>• Coordinate the recording of documents in public land records, managing entity filings, and obtaining necessary corporate documents.</p><p>• Serve as a liaison between internal staff, external counsel, consultants, government agencies, lenders, and other stakeholders.</p><p>• Facilitate the signing, notarization, and proper execution of legal documents.</p><p>• Conduct basic legal research or document reviews under attorney supervision, as needed.</p><p>• Support project tracking initiatives and status reporting to ensure milestones are met.</p>
<p>Elevate your career with an exciting opportunity to join a vibrant team as a <strong>Dynamic Administrative Assistant</strong> in Enola, Pennsylvania! We’re seeking a driven, meticulous professional who thrives in fast-paced settings and loves making an impact through exceptional organizational and communicative skills. If you’re passionate about ensuring seamless day-to-day operations and supporting various administrative functions, <strong>this position is calling your name</strong>. Join us as we create an environment fueled by collaboration, precision, and unwavering support for company excellence.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><ul><li>Serve as the friendly voice behind incoming calls, professionally directing messages and inquiries.</li><li>Greet visitors with warmth and ensure they reach the right team members effortlessly.</li><li>Prepare outgoing mail with expert precision, label and apply postage, and coordinate certified mailings like a logistics champ.</li><li>Keep shared company vehicles running smoothly, scheduling maintenance and inspections like clockwork.</li><li>Maintain office essentials and keep equipment such as copiers and postage meters in tip-top shape.</li><li>Execute tasks such as photocopying, scanning, binding, and laminating documents—making life easier for everyone.</li><li>Assist staff with travel arrangements that are seamless and stress-free, including booking hotels and flights.</li><li>Track and verify timesheets and expense reports with expert attention to detail.</li><li>Support human resources activities with flair, from coordinating unforgettable company events to keeping the kitchen fully stocked and ready for action.</li></ul><p><br></p>
<p>We have a full-time Administrative Assistant – Office Clerical opportunity based onsite in Cerritos. This role is Monday–Friday and will start as a temporary assignment with the potential to convert to temp-to-hire.</p><p><br></p><p>Responsibilities</p><ol><li>Enter invoices into SAP and process payouts.</li><li>Support day-to-day clerical and administrative functions for the office.</li><li>Assist with filing, scanning, and maintaining organized records.</li><li>Handle incoming calls, emails, and correspondence as needed.</li><li>Provide general support to office staff to ensure smooth daily operations.</li><li>Pick up and assist with additional office tasks as required.</li></ol><p> </p><p><br></p>
We are looking for a Warehouse Clerical Assistant on a contract basis to join our team in Random Lake, Wisconsin. This position focuses on supporting warehouse operations through accurate documentation, data entry, and collaboration with various teams. The ideal candidate will bring prior experience in warehouse clerical tasks and demonstrate strong organizational skills.<br><br>Responsibilities:<br>• Generate unique Pallet Tag IDs for incoming shipments, materials, and supplies.<br>• Accurately record and document all inbound shipments and materials.<br>• Perform precise data entry of received items into the NetSuite system.<br>• Assist in shipping processes by preparing and sending customer samples.<br>• Verify the accuracy and completeness of shipping and receiving documentation, including Bills of Lading (BOLs).<br>• Collaborate with warehouse and quality assurance teams to maintain proper tracking and documentation.<br>• Utilize scanning tools to digitize and organize files effectively.<br>• Provide general back-office support to ensure smooth warehouse operations.
We are looking for a detail-oriented Administrative Assistant to join our team in Rochester, New York. In this position, you will play a key role in ensuring smooth day-to-day office operations while maintaining confidentiality and professionalism. This opportunity is ideal for someone with strong organizational skills and a proactive attitude.<br><br>Responsibilities:<br>• Coordinate and manage calendars, including scheduling meetings, conferences, and virtual events.<br>• Arrange travel plans and handle logistics to ensure seamless execution.<br>• Sort and distribute incoming mail and packages efficiently.<br>• Record and file meeting discussions accurately for future reference.<br>• Respond to inbound calls professionally and provide helpful assistance.<br>• Maintain confidentiality when handling sensitive customer information.<br>• Perform data entry tasks with precision and attention to detail.<br>• Support receptionist duties by welcoming visitors and managing front-desk operations.<br>• Assist with various administrative office tasks to ensure smooth workflow.
We are looking for an experienced Receptionist / Administrative Assistant to join our team in Houston, Texas. This role is integral to ensuring smooth daily operations and providing exceptional support to both staff and visitors. If you thrive in a dynamic environment and have a knack for organization and multitasking, we would love to hear from you.<br><br>Responsibilities:<br>• Schedule and organize meetings, interviews, and other events to ensure efficient planning and execution.<br>• Leverage advanced Excel functionalities, including Pivot Tables, to analyze and present data effectively.<br>• Address and resolve minor technical issues, coordinating with IT support when necessary.<br>• Maintain a welcoming and organized reception area that aligns with the company’s brand image.<br>• Offer administrative support to various departments to facilitate smooth day-to-day operations.<br>• Manage calendars and coordinate appointments with accuracy and attention to detail.<br>• Assist with preparing reports and documents using Microsoft Office Suite tools.<br>• Handle incoming calls and correspondence, ensuring timely and accurate responses.<br>• Ensure compliance with federal grant-related documentation and administrative processes.<br>• Collaborate with team members to streamline workflows and improve overall efficiency.
<p>A growing manufacturing company in Valley Center is looking for an Administrative Assistant to support its operations and production teams. This role is perfect for someone who enjoys structure, thrives in a hands-on environment, and is comfortable working in a facility where precision and timelines matter.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Provide administrative support to production managers and office staff.</li><li>Assist with order entry, inventory tracking, and vendor communications.</li><li>Prepare shipping documents, labels, and coordinate logistics with carriers.</li><li>Maintain accurate records of purchase orders, invoices, and delivery schedules.</li><li>Support HR and payroll documentation, including timesheet collection and employee files.</li><li>Help coordinate internal meetings, training sessions, and safety briefings.</li><li>Monitor supply levels and reorder materials as needed.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Administrative Assistant to join our client's team on a Contract to permanent basis in Mason, Ohio. In this role, you will provide essential administrative support, ensuring smooth day-to-day operations across various functions. This position is ideal for someone who thrives in a fast-paced environment and is skilled in multitasking while maintaining a high level of accuracy.</p><p><br></p><p>Responsibilities:</p><p>• Manage multi-line phone systems, directing calls efficiently and ensuring effective communication.</p><p>• Coordinate calendar schedules, including meetings and appointments, to optimize time management.</p><p>• Perform accounts payable tasks, including invoice processing and reconciliation.</p><p>• Utilize SAP and Microsoft Excel to prepare reports and maintain accurate records.</p><p>• Assist in vendor management by addressing inquiries and ensuring compliance with billing procedures.</p><p>• Provide receptionist duties, including greeting visitors and handling correspondence.</p><p>• Support internal teams with administrative tasks to enhance productivity.</p><p>• Conduct audits and ensure accuracy in documentation and data entry.</p><p>• Collaborate with various departments to streamline workflows and resolve administrative challenges.</p><p>• Maintain organized filing systems to ensure easy access to important records and documents.</p>
We are looking for a detail-oriented Sr. Administrative Assistant to join a dynamic commercial property management company in Modesto, California. This Contract-to-Permanent position is ideal for someone with strong administrative skills, a knack for organization, and familiarity with bookkeeping processes. You will play a key role in supporting a small team while handling various office and accounting tasks.<br><br>Responsibilities:<br>• Provide administrative support to the Office Manager/Bookkeeper and Property Manager, ensuring smooth communication and efficient operations.<br>• Handle sensitive and confidential information with professionalism and discretion.<br>• Assist with accounts receivable and accounts payable processes, including data entry and payment tracking.<br>• Maintain both digital and physical filing systems to ensure easy access and organization.<br>• Develop and implement improvements to administrative systems for greater efficiency.<br>• Sort and distribute incoming mail while managing outgoing correspondence.<br>• Process rental payments by sorting checks and entering data into company software.<br>• Perform general office duties such as typing, copying, scanning, and filing.<br>• Support accounting procedures for multiple commercial properties, ensuring accuracy and compliance.<br>• Respond to inquiries and requests promptly, maintaining excellent communication with internal and external stakeholders.
We are looking for a dedicated Administrative Assistant to join our team in Irvine, California. This Contract-to-permanent position offers an exciting opportunity to support our Commercial Fire Protection team with a blend of administrative and coordination responsibilities. The ideal candidate will excel at customer service, project coordination, and maintaining operational efficiency within a fast-paced environment.<br><br>Responsibilities:<br>• Coordinate service and project activities, including scheduling work orders and monitoring their progress.<br>• Handle incoming customer calls related to service dispatching, scheduling, and general inquiries.<br>• Prepare detailed estimates and proposals to support the Operations and Business Development teams.<br>• Procure necessary parts and materials for service work orders to ensure timely completion.<br>• Create and dispatch work orders for planned maintenance and service tasks.<br>• Oversee monthly maintenance accounts, maintaining communication with contract customers and subcontractors.<br>• Monitor technician check-ins and check-outs in compliance with company safety policies, reporting any discrepancies.<br>• Develop and maintain customer satisfaction follow-up procedures, providing feedback to senior management.<br>• Generate reports to track service and project metrics effectively.<br>• Provide service quotes to customers in collaboration with the Service Supervisor.
We are looking for a highly organized and proactive Executive Assistant/HR Admin to join our team in Grand Rapids, Michigan. This role combines executive-level support, travel coordination, event planning, and human resources administration to ensure smooth operations across multiple areas of the business. If you thrive in a fast-paced environment and have strong multitasking and problem-solving skills, we encourage you to apply.<br><br>Responsibilities:<br>• Coordinate and manage complex domestic and international travel arrangements, including booking flights, accommodations, and transportation.<br>• Organize company-wide events such as team-building activities, training sessions, and celebrations, ensuring seamless execution.<br>• Maintain accurate expense reports related to travel and monitor schedules for adjustments as needed.<br>• Assist with payroll processes, including the collection and verification of timesheets and maintaining precise records.<br>• Facilitate onboarding procedures by preparing employee files, scheduling new activities, and ensuring all documentation is completed.<br>• Manage leave of absence requests and workers’ compensation claims while maintaining confidentiality and compliance.<br>• Build and maintain vendor relationships to support event logistics, including catering and venue arrangements.<br>• Provide administrative support to the HR department, ensuring accurate and efficient handling of sensitive information.<br>• Oversee event budgets and timelines, ensuring alignment with company policies and goals.<br>• Contribute to improving operational processes and procedures to enhance efficiency across executive and HR functions.
<p>We are currently seeking a detail-oriented and organized <strong>Shipping Administrator</strong> to join a local and growing team. The ideal candidate will ensure the smooth running of shipping processes, maintain accurate records, and provide exceptional support to the logistics team. This position is instrumental in ensuring that shipments are handled efficiently, on time, and in compliance with regulations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Accurately process shipping documents and ensure timely dispatching of orders.</li><li>Coordinate and communicate effectively with shipping carriers, vendors, and internal departments regarding shipments and delivery schedules.</li><li>Maintain and update shipping logs, inventory records, and customer databases.</li><li>Monitor incoming and outgoing shipments to ensure proper handling and compliance with company policies and legal regulations.</li><li>Verify shipment accuracy against invoices, purchase orders, and packing lists.</li><li>Resolve issues related to delayed shipments, shortages, or damaged goods.</li><li>Prepare shipping reports and work collaboratively with other departments to optimize shipping processes.</li><li>Assist with inventory management tasks as needed.</li><li>Stay informed of current import/export regulations and maintain compliance with all shipping documentation requirements.</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>
