• Branch Office Administrator

    Robert Half Office Team (Carlsbad, CA)


    Description

    Are you a multitasking superstar with a knack for delivering outstanding service and keeping operations running smoothly? Our financial services client in Carlsbad is seeking a dependable Branch Office Administrator to join their highly-successful team. This role combines administrative excellence with stellar organization skills, serving as the backbone of the branch’s daily operations. Whether you’re dealing with internal staff, valued clients, or compliance needs, your contributions will help strengthen the branch’s reputation for service excellence.

    What You’ll Be Doing:

    + Client Support: Act as the first point of contact for many clients, assisting with inquiries, account updates, and service requests while ensuring a high level of professionalism and care.

    + Coordinate Meetings and Calendars: Manage the branch team’s schedules, book meetings, and assist with event coordination for both staff and client-facing seminars.

    + Document Management: Maintain detailed records of client interactions, transaction logs, and all necessary compliance documentation.

    + Report Preparation: Assist with creating and formatting financial reports for account managers and clients using Microsoft Excel and CRM tools.

    + Office Operations: Ensure daily office operations run smoothly (ordering office supplies, managing mail, troubleshooting equipment issues).

    + Compliance Administration: Stay up-to-date on regulatory requirements and assist leadership in adhering to guidelines related to security, privacy, and ethical conduct.

    Requirements

    + Experience: Minimum of 3+ years in office administration, preferably in financial services or a similar field.

    + Technical Proficiency: Strong Microsoft Office skills, especially in Excel and PowerPoint. Experience using CRM software is highly desirable.

    + Communication Skills: Exceptional communication and interpersonal skills to work directly with clients and team members.

    + Organizational Abilities: You thrive in a fast-paced environment and are exceptionally skilled at juggling multiple projects while maintaining attention to detail.

    + Education: A bachelor’s degree in business, finance, or a related field is preferred but not required.

     

    Compensation: $27–$31/hr, based on experience.

    TalentMatch®

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .