• Administrative Assistant

    Robert Half Office Team (San Diego, CA)


    Description

    Robert Half is partnering with a reputable wealth management firm seeking a detail-oriented and professional Administrative Assistant to join their growing team. This role plays a vital part in supporting advisors, ensuring smooth daily operations, and providing an exceptional client experience.

    Key Responsibilities

    + Provide comprehensive administrative support to financial advisors and firm leadership.

    + Manage calendars, schedule meetings, coordinate travel arrangements, and prepare meeting materials.

    + Handle incoming calls, emails, and client inquiries with professionalism and confidentiality.

    + Maintain accurate client records and assist with account documentation and compliance requirements.

    + Prepare correspondence, reports, and presentations as requested.

    + Support event coordination, client meetings, and internal team functions.

    + Assist with office management duties including ordering supplies, maintaining files, and processing mail.

    + Collaborate with internal departments to ensure seamless client service and operational efficiency.

    Requirements

    Qualifications

    + 2+ years of administrative experience; financial services or wealth management industry experience preferred.

    + Proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).

    + Strong organizational skills and keen attention to detail.

    + Excellent communication and interpersonal skills.

    + Ability to handle confidential information with discretion and professionalism.

    + Experience working in a fast-paced, deadline-driven environment.

    + Bachelor’s degree or equivalent experience preferred.

    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) .