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8 results for Senior Administrative Assistant in Sacramento, CA

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We are in the process of recruiting an Administrative Assistant for our firm in the Financial Services industry, based in Sacramento, California. In this role, you will be tasked with managing various administrative tasks such as scheduling, record maintenance, and client interaction.

Responsibilities:

• Facilitate the coordination and scheduling of presentations, meetings, and office visits, employing various platforms like Zoom.

• Manage and update various contact records in our CRM, HubSpot, including those of clients, carriers, consultants, and administrative staff.

• Troubleshoot IT issues.

• Compile and prepare in-person presentations for both prospective and existing clients.

• Schedule appointments for IT, maintenance, and other needs, ensuring their smooth execution.

• Handle client paperwork processing, including applications and plan documents.

• Record meeting minutes and keep track of action items.

• Set up new client service agreements in DocuSign and prepare invoices and wire instructions.

• Run monthly client reports and ensure their prompt delivery.

• Prepare timelines and other relevant documents for potential client meetings.

• Delegate tasks within the CRM and ensure all client records are kept current.

• Minimum of 3 years of experience in a similar role within the Financial Services industry

• Demonstrated proficiency in managing calendars, including scheduling and coordinating meetings or events

• Extensive experience in document management, including organizing, storing, and retrieving documents as needed

• Strong communication skills, both written and verbal

• Excellent organizational abilities and attention to detail

• Ability to multitask and prioritize tasks as needed

• Proficiency in Microsoft Office Suite and other relevant software

• A team player with a positive attitude and strong interpersonal skills

• Ability to work under pressure and meet tight deadlines

• High level of discretion and confidentiality.

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 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.

8 results for Senior Administrative Assistant in Sacramento, CA

Administrative Assistant We are in the process of recruiting an Administrative Assistant for our firm in the Financial Services industry, based in Sacramento, California. In this role, you will be tasked with managing various administrative tasks such as scheduling, record maintenance, and client interaction. Responsibilities: • Facilitate the coordination and scheduling of presentations, meetings, and office visits, employing various platforms like Zoom.• Manage and update various contact records in our CRM, HubSpot, including those of clients, carriers, consultants, and administrative staff.• Troubleshoot IT issues.• Compile and prepare in-person presentations for both prospective and existing clients.• Schedule appointments for IT, maintenance, and other needs, ensuring their smooth execution.• Handle client paperwork processing, including applications and plan documents.• Record meeting minutes and keep track of action items.• Set up new client service agreements in DocuSign and prepare invoices and wire instructions.• Run monthly client reports and ensure their prompt delivery.• Prepare timelines and other relevant documents for potential client meetings.• Delegate tasks within the CRM and ensure all client records are kept current.

Administrative Assistant We are offering a short-term contract employment opportunity for an Administrative Assistant located in Walnut Creek, California. As an Administrative Assistant, you will be primarily tasked with updating our new software database with client data, managing additional tasks from the HR and central operations departments, and maintaining a high level of customer service. Responsibilities• Handle the transfer of all client data into our recently implemented software database.• Manage extensive data entry tasks, including inputting names, addresses, and survey responses for each client.• Take on additional duties as required, including overflow projects from the HR and central operations departments.• Maintain a high level of detail and accuracy when working with client data and Excel spreadsheets.• Respond to customer inquiries and provide excellent customer service.• Coordinate inbound and outbound calls, as well as email correspondence.• Utilize Microsoft Office Suite, including Excel, Outlook, PowerPoint, and Word to effectively manage tasks and appointments.• Monitor client accounts and take necessary actions based on account status.

Administrative Assistant We are seeking an Administrative Assistant located in Napa, California. This role is crucial for the seamless functioning of our organization, involving a wide array of administrative tasks, meeting coordination, and front desk support. This opportunity offers a contract to permanent employment arrangement. Responsibilities: • Coordinating a variety of administrative tasks to ensure an effective workflow, including managing schedules and communications. • Providing front desk support, including greeting and directing visitors, managing incoming and outgoing mail, and fielding phone calls and inquiries. • Executing comprehensive meeting coordination, from scheduling and agenda preparation, to room and technology setup, to catering and event setup, and on-site coordination and cleanup. • Assisting with additional tasks as directed by leadership. • Collaborating with various departments to ensure smooth communication and coordination between teams. • Handling data entry and email correspondence. • Utilizing Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook, for various administrative tasks. • Managing inbound and outbound calls and scheduling appointments. • Providing exceptional customer service.

Administrative Assistant We are seeking a detail-oriented and organized Part-Time Administrative Assistant to join our team. The ideal candidate will provide administrative support to ensure efficient operation of the office.Responsibilities:<ul><li>Perform general administrative tasks such as filing, data entry, and managing correspondence</li><li>Answer and direct phone calls, emails, and other inquiries</li><li>Schedule appointments and maintain calendars</li><li>Assist in preparing reports, documents, and presentations</li><li>Maintain office supplies and equipment, placing orders as needed</li><li>Provide support for special projects as assigned</li></ul>Qualifications:<ul><li>Proven administrative or assistant experience</li><li>Proficiency in Microsoft Office Suite (Word, Excel, Outlook)</li><li>Excellent time management and organizational skills</li><li>Strong written and verbal communication skills</li><li>Ability to multitask and prioritize effectively</li><li>High school diploma or equivalent required; additional qualifications a plus</li><li>Experience at a tax firm preferred</li></ul>

Administrative Assistant Education client is looking for a temporary Administrative Assistant within their Student Support Services Department. Responsibilities Include:• Working directly with current students provide baseline advising to help student remain on track with registration and course progression.• Directing the students, as needed, with their questions and concerns to the Program Chairs.• Maintaining consistent communication with Program Chairs and specific faculty about student progress, needs, and requests for support.• Maintaining student files, both electronically and hard copies. • Auditing student files for appropriate paperwork, deadlines and tracking progress of coursework. • Monitoring students on Leave of Absence for return dates. • Monitoring students that have expiring Incomplete grades for completion of course work and submitting change of grade forms with program chair approval to the Registrar.• Provide audited student records to the Administrative Coordinator/Assistant – Credentials (Licensure) and Degree Completion Support Services for end of program processing• Assist with Master’s degree coordination (oversee the documentation of student work-thesis, research posters, DocuSign cover pages submitted to the Google Drive)• Assist in the planning and implementation of college events.• Assisting in maintaining the student information database (Box, Monday.com, Tableau, etc.)• Drafting memos, letters, and emails This temporary Administrative Assistant role will last through December 2025. If you are interested in the position, apply today! V

Customer Engagement Administrative Assistant We are offering a long term contract employment opportunity for a Customer Engagement Administrative Assistant in the transport industry, located in Stockton, California. This role involves processing customer applications, maintaining customer records, and resolving customer inquiries for our transportation department. Responsibilities: • Facilitate customer communication by answering and redirecting phone calls to the appropriate departments within the organization. • Provide comprehensive customer service, both in person and over the phone, ensuring customer satisfaction. • Handle sales transactions, including cash and credit card payments, and reconcile daily sales reports to maintain accurate financial records. • Respond to customer feedback via various channels, such as telephone, email, and in-person visits, and provide solutions that cater to their needs. • Utilize CRM software to maintain accurate records of customer interactions, transactions, feedback, and resolutions for future reference and reporting. • Use online and paper-based resources effectively to provide correct bus schedules, route information, and directions to passengers. • Assist with general office tasks, including filing, data entry, and record-keeping, to ensure efficient and organized operations.

Estate Planning Secretary 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. Responsibilities: • Manage and process incoming and outgoing mail efficiently• Handle phone calls for attorneys, ensuring effective communication• Draft routine documents and correspondence for attorney approval• Organize and schedule appointments and events to ensure smooth operations• Welcome and assist clients, providing a detail-oriented and friendly service• Maintain electronic calendars for attorneys, ensuring schedules are up-to-date• Oversee new client onboarding, ensuring all procedures are correctly followed• Draft and prepare firm engagement letters, ensuring all necessary details are included• Create and maintain files, keeping accurate records, and generate reports as requested• Provide coverage for additional attorneys as required, demonstrating flexibility and teamwork

Administrtive/Clerical We are offering a short term contract employment opportunity for a detail-oriented Administrative/Clerical individual in Tracy, California. This position is within the manufacturing industry and entails a wide range of responsibilities, from purchasing to warehouse management, in a fast-paced environment. Responsibilities: • Coordinating the procurement and receiving of manufacturing parts and supplies • Generating, tracking, and closing work orders efficiently • Creating and maintaining repair and inspection reports with utmost accuracy • Managing daily storeroom activities including ordering, expedited receiving, inspecting, cataloging, stocking, issuing, and inventory control • Implementing and following-up on best practices in stores and purchasing to optimize operations • Investigating and analyzing new sources of supply, ensuring compliance with environmental regulations such as chemical purchases • Maintaining good vendor relationships and managing budgets and inventory levels effectively • Handling the computerized storeroom management and comparing inventories to the management system • Overseeing the stocking and issuance of materials or merchandise.