Sr. Administrative Assistant

Robert Half • Aliso Viejo, CA • 4h ago

Description We are looking for a highly organized Sr. Administrative Assistant to provide part-time, in-office support for a wealth management team in California. This Contract position is well suited for an experienced, detail-oriented candidate who thrives in a client-facing environment, manages competing priorities with care, and helps maintain smooth daily operations during a period of team growth and onboarding. The ideal candidate brings strong administrative judgment, attention to detail, and the ability to work closely with advisors and internal partners while supporting a high standard of service.

Responsibilities:

Coordinate administrative and client service activities that keep daily office and advisor workflows running efficiently in a part-time, on-site setting.

Assist with new client setup, account updates, transfer requests, and related service tasks by preparing and organizing required paperwork for accurate submission.

Handle transaction-related documentation for items such as wires, checks, journals, and distributions while maintaining a high level of accuracy and timeliness.

Maintain complete and well-organized client information within CRM and custodial systems to support reliable recordkeeping and follow-up.

Prepare materials for client and internal meetings, including agendas, reports, scheduling support, conference call logistics, and post-meeting action tracking.

Review account notifications and routine service matters, resolve straightforward issues, and direct more complex items to the appropriate operations, compliance, or leadership contacts.

Support document retention and regulatory file practices to help ensure records are current, accessible, and compliant with firm standards.

Work collaboratively with advisors and cross-functional partners to strengthen service delivery and identify practical improvements to internal processes and the client experience.

Arrange travel and provide general executive-style administrative support, including calendar coordination and communication follow-through as needed. Requirements

1-3 years of experience in administrative support, client service, wealth management, financial services, or a closely related environment.

Strong verbal and written communication skills with the professionalism needed for client-facing interactions.

Demonstrated ability to stay organized, manage multiple priorities, and follow through consistently on time-sensitive tasks.

Proficiency with Microsoft Office and comfort learning or working within CRM platforms and other business systems.

Sound judgment when handling confidential information and sensitive client documentation.

Ability to work independently while also contributing effectively within a collaborative team environment.

Familiarity with wealth management is required.

Experience supporting calendars, travel coordination, meetings, and general administrative operations is highly valued.

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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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