• Administrative Assistant

    Robert Half Office Team (San Diego, CA)


    Description

    About the Company

     

    Our client, a reputable and growing wealth management firm, is seeking a detail-oriented and proactive Administrative Assistant to support their team of financial advisors and operations staff. This role is integral in ensuring the smooth functioning of the office, providing excellent client service, and supporting daily business operations.

    Key Responsibilities

    + Administrative Support: Manage calendars, schedule meetings, coordinate travel arrangements, and prepare correspondence, reports, and presentations.

    + Client Interaction: Serve as the first point of contact for clients, handling phone calls, emails, and in-person visits with professionalism and discretion.

    + Document Management: Assist with preparing and processing client documentation, account forms, and financial reports while maintaining compliance with company policies and industry regulations.

    + Data Entry & Recordkeeping: Update CRM systems, maintain accurate client files, and ensure records are current and compliant.

    + Meeting Preparation: Coordinate client meetings, prepare materials, and follow up on action items to ensure seamless client service delivery.

    + Office Coordination: Order supplies, manage mail distribution, and assist with general office operations as needed.

    + Special Projects: Support financial advisors and leadership team with ad hoc projects, research, and reporting.

    Requirements

    Qualifications

    + 2+ years of experience as an Administrative Assistant, preferably within financial services, banking, or wealth management.

    + Strong organizational and multitasking skills with exceptional attention to detail.

    + Excellent verbal and written communication skills.

    + Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM systems.

    + Ability to maintain confidentiality and handle sensitive financial information with discretion.

    + Professional, client-focused demeanor and ability to thrive in a fast-paced environment.

    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) .