<p>Administrative Assistant (Contract)</p><p><br></p><p>We are seeking a meticulous and patient Administrative Assistant to join our team in Elk Grove, California, on a contract basis. This role is pivotal in ensuring seamless front desk operations and supporting critical administrative functions. The ideal candidate excels in a dynamic environment, demonstrates strong organizational skills, and is adept at managing detailed and specific tasks.</p><p><br></p><p>Responsibilities:</p><ul><li><strong>Front Desk Management</strong>: Act as the primary point of contact, warmly greeting visitors, answering inbound calls promptly, and directing inquiries to the appropriate team members.</li><li><strong>Invoicing and Vendor Payments</strong>: Prepare, process, and track invoices with precision, ensuring timely vendor payments and accurate financial documentation.</li><li><strong>Mail Handling</strong>: Manage all incoming and outgoing mail, ensuring proper distribution and organization.</li><li><strong>Supplies Management</strong>: Monitor and maintain office supplies and inventory, placing orders to ensure consistent availability.</li><li><strong>Administrative Coordination</strong>: Organize schedules, appointments, and meetings to support efficient office operations.</li><li><strong>Data and Documentation</strong>: Perform accurate data entry and maintain organized records and databases in compliance with company policies.</li><li><strong>Process Optimization</strong>: Work closely with team members to streamline workflows and enhance operational efficiency.</li><li><strong>Special Projects</strong>: Assist with ad hoc administrative tasks and special projects as needed, demonstrating flexibility and attention to detail.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Experience </strong>to serve as the first point of contact for our clients and visitors. This role is critical in creating a professional, welcoming, and organized environment while providing outstanding customer service. The ideal candidate is highly organized, proactive, and possesses excellent communication skills, ensuring both clients and team members receive exceptional support.</p><p> </p><p><strong>Reception & Office Administration</strong></p><ul><li>Greet and welcome clients, visitors, and guests in a professional and friendly manner.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage the office calendar, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional front office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to create a welcoming atmosphere.</li><li>Support the team with general administrative tasks, including filing, copying, scanning, and data entry.</li></ul><p><strong>Client Service Associate Support</strong></p><ul><li>Assist with client onboarding, coordinating paperwork and preparing welcome materials.</li><li>Update and maintain accurate client records in the CRM system.</li><li>Provide support for account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting rollover coordination with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance requirements in all client interactions.</li></ul>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Auburn, California. In this role, you will play a key part in supporting executive operations by managing schedules, coordinating business activities, and overseeing billing tasks. This position requires someone who thrives in a dynamic environment and is committed to ensuring smooth organizational workflows.<br><br>Responsibilities:<br>• Manage and organize the executive’s calendar, including scheduling meetings, appointments, and travel arrangements.<br>• Coordinate business activities and ensure deadlines and priorities are consistently met.<br>• Handle billing processes such as preparing invoices, tracking payments, and maintaining accurate records.<br>• Provide administrative support by answering inbound calls and responding to correspondence.<br>• Perform data entry tasks to maintain and update organizational records.<br>• Assist with receptionist duties, including greeting visitors and managing front-office operations.<br>• Utilize software tools and technology to streamline administrative tasks and enhance efficiency.<br>• Maintain a high level of discretion and professionalism when handling sensitive information.<br>• Collaborate with team members to support overall organizational goals and initiatives.
<p>Amanda Warren with Robert Half is looking for a detail-oriented Accounting Clerk in Woodland, California. In this role, you will support the accounting department by handling financial record-keeping, processing transactions, and assisting with administrative tasks. This position requires strong organizational skills and the ability to collaborate effectively with colleagues and external partners.</p><p><br></p><p>Responsibilities:</p><p>• Process and reconcile agency-billed invoices and statements, ensuring timely payments to insurance companies and brokers via check or online methods.</p><p>• Prepare and submit premium financing quotes and agreements electronically, while maintaining accurate documentation in the agency management system.</p><p>• Record financial transactions in the general ledger, including client online payments, direct bill transactions, and agency bill payments.</p><p>• Investigate and resolve discrepancies in company and broker payable accounts within the general ledger.</p><p>• Provide support during month-end activities as needed, ensuring accurate and timely financial reporting.</p><p>• Adhere to established workflows and standards within the agency to maintain operational consistency.</p><p>• Serve as backup for other team members, including front desk responsibilities, when required.</p><p>• Take on special projects as assigned to contribute to the continuous improvement of processes and operations.</p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting </strong>is seeking a <strong>Client Experience Coordinator</strong> to join a growing wealth advisory team. This role is ideal for professionals with a <strong>banking, financial services, or client-facing background</strong> who want to transition into the Registered Investment Advisor (RIA) space. You will be the first point of contact for clients and visitors, creating a professional and welcoming environment, while providing essential administrative support to advisors.</p><p> </p><p>This is a unique opportunity to <strong>apply your banking or financial services experience</strong> in a client-focused RIA setting, learn the nuances of investment advisory operations, and grow your career in wealth management.</p><p><br></p><p><strong>Reception & Office Administration</strong></p><ul><li>Welcome clients, visitors, and guests with a professional and friendly demeanor.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage office calendars, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to ensure a positive experience.</li><li>Support advisors and team members with general administrative tasks, including filing, scanning, and data entry.</li></ul><p><strong>Client Service Support</strong></p><ul><li>Assist with client onboarding, coordinating documentation and preparing welcome materials.</li><li>Update and maintain accurate client records in the firm’s CRM system.</li><li>Provide support for basic account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting account rollovers with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance standards in all client interactions.</li></ul><p><br></p>
<p>We are looking for a skilled Part- time, Administrative Assistant to join our team in Sacramento, California, on a Contract to permanent basis. This role is vital in ensuring smooth day-to-day operations, supporting various administrative tasks, and maintaining a high level of organization. The ideal candidate will possess excellent communication skills and demonstrate professionalism when handling confidential information.</p><p><br></p><p><strong>** Must be okay with part time hours and work schedule **</strong></p><p><br></p><p>Responsibilities:</p><p>• Manage scheduling of meetings, coordinate travel arrangements, and create detailed reports as required.</p><p>• Prepare and oversee correspondence, reports, and documentation to ensure accuracy and quality.</p><p>• Organize and facilitate meetings, conferences, and special events, ensuring all logistical details are handled.</p><p>• Monitor and maintain office supply inventory to ensure smooth operations.</p><p>• Handle sensitive information with discretion and professionalism, adhering to confidentiality standards.</p><p>• Coordinate information flow between internal departments and external stakeholders.</p><p>• Respond to inquiries and requests from senior management in a timely and efficient manner.</p><p>• Assist with project setup and management to support departmental initiatives.</p><p>• Develop and maintain organized filing systems and office procedures to optimize workflow.</p><p>• Provide additional administrative support as needed to meet the demands of the team.</p>
<p>Robert Half's client in Walnut Creek, CA is seeking a contract-to-hire Administrative Assistant. The Assistant will provide support for all programs by enforcing policies and assisting with implementation of the programs. This role will work collaboratively with Senior Programs Associate; Programs Associates and State Chairs. The focus will be on providing support to all stakeholders throughout the year. </p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Knowledgeable on all company Programs Policies and Procedures </p><p>• Provide phone support to teachers, parents and students</p><p>• Provide customer support in Zendesk</p><p>• Provide back up to Administrative Assistant with materials sales</p><p>• Create technical documents and support tools</p><p>• Assist with certificate organization and distribution</p><p>• Assist with the facilitation of in person and online Certificate of Merit testing</p><p>• Review all program materials for Convention in hardcopy and digital forms</p><p>• Assist with membership renewals customer service (seasonally) </p><p>• Assist with Membership Department’s archiving project</p><p><br></p><p>Requirements:</p><p>• Travel to Certificate of Merit and other Program testing locations</p><p>• Travel to the annual Convention every year on or around Fourth of July</p><p>• Overtime required during the Convention Week</p><p>• Overtime required on weekends during the months of January, February and March</p><p>QUALIFICATIONS AND EDUCATION REQUIREMENTS</p><p>• BA in English, Business or related field a plus</p><p>• Excellent written and verbal communication skills</p><p>• Proficiency in Microsoft Office, Zendesk, and Google Docs</p><p>• Experience with databases</p><p>PREFERRED SKILLS</p><p>• Time management skills</p><p>• Experience with Project Management software</p><p>• Able to work collaboratively and independently</p><p><br></p><p>If you are interested in this Administrative Assistant position, submit your resume today!</p>
<p>We are looking for a highly organized and detail-oriented Office Assistant to join a dynamic team in Pleasant Hill, California! This long-term contract opportunity offers the chance to support daily office operations in a fast-paced environment, working closely with various departments to ensure smooth workflows. The role requires a proactive approach to multitasking and excellent communication skills to support the company's clients and internal teams.</p><p><br></p><p>Office Assistant Responsibilities Include:</p><p>• Provide comprehensive administrative support, including scheduling appointments and managing calendars.</p><p>• Operate and maintain office equipment such as scanners, copiers, and phones with 1-10 lines.</p><p>• Handle mail processing tasks, including sorting, distributing, and inter-office delivery.</p><p>• Maintain accurate records and ensure proper filing and scanning of documents.</p><p>• Assist with email correspondence and maintain clear and effective communication with clients and team members.</p><p>• Perform data entry and basic typing tasks with attention to detail and accuracy.</p><p>• Support workers’ compensation-related administrative processes as needed.</p><p>• Utilize Microsoft Office Suite, including Word, Excel, and Outlook, to complete office tasks efficiently.</p><p>• Manage and update records to ensure data accuracy and compliance.</p><p>• Assist in maintaining a clean and organized work environment.</p><p><br></p><p>If you are interested in this Office Assistant opportunity, submit your resume today!</p>
<p>Our client, a well-respected firm in downtown Sacramento is looking for an Estate Planning Secretary. This is a vital role in managing administrative and clerical duties related to estate planning. The workplace is a dynamic and fast-paced environment where you will be handling client relations, managing schedules, and drafting important documents.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage and process incoming and outgoing mail efficiently</p><p>• Handle phone calls for attorneys, ensuring effective communication</p><p>• Draft routine documents and correspondence for attorney approval</p><p>• Organize and schedule appointments and events to ensure smooth operations</p><p>• Welcome and assist clients, providing a detail-oriented and friendly service</p><p>• Maintain electronic calendars for attorneys, ensuring schedules are up-to-date</p><p>• Oversee new client onboarding, ensuring all procedures are correctly followed</p><p>• Draft and prepare firm engagement letters, ensuring all necessary details are included</p><p>• Create and maintain files, keeping accurate records, and generate reports as requested</p><p>• Provide coverage for additional attorneys as required, demonstrating flexibility and teamwork</p>
<p>Robert Half's client in Brentwood CA that specializes in medical device equipment is in search of an Office Administrator!</p><p><br></p><p>Office Administrator Duties Include:</p><p>• Help with new system conversion- transferring all their current and old data into their new software.</p><p>• Scheduling Installations and Repairs with clients and for our Service Technicians.</p><p>• Answering multiline phones and speaking with customers and clients</p><p>• Data entry into their internal system as well as Salesforce</p><p>• Creating Purchase Orders for project materials from our various suppliers as required and tracking and reporting on the deliveries.</p><p>• Maintain the lowest cost for materials through attention to pricing detail. Updating all-new items and pricing into our QuickBooks Online platform.</p><p>• Creating Pull Tickets for product/material preparation in our warehouse for the Service and Installation Technicians before installation.</p><p>• Work with the staff to create an inventory of products located in our warehouses, trucks, repair shop and showroom.</p><p>• Shipping and Receiving - ship products to customers via UPS or another platform, track purchase orders placed, check shipments when received, follow up with back-order and damaged products.</p><p><br></p><p>This position is contract to permanent. If you are interested in this office administrator role, submit your resume today!</p>
