Sr. Administrative Assistant at Robert Half

We are looking for an experienced Senior Administrative Assistant to join our team in Walnut Creek, California. This position is ideal for a detail-oriented individual with exceptional organizational skills and a passion for delivering high-quality administrative support. The role involves assisting with client account management, providing administrative support, ensuring compliance with industry regulations, and fostering effective team collaboration.

Sr Administrative Assistant Responsibilities:

1. Account Management:

• Assist with the onboarding of new clients by preparing necessary custodian paperwork and ensuring all required documents are properly completed.

• Handle account maintenance tasks, such as updating client contact information and responding to general client inquires.

2. Administrative Support:

• Provide administrative support including scheduling, preparing for, and possibly attending prospect/client meetings.

• Ensure accurate documentation of all prospect/client/vendor interactions and tasks within the firm’s CRM.

3. Communication:

• Serve as the client’s primary point of contact for account questions.

• Proactively reach out to clients to ensure all service needs are met, addressing concerns in a professional and timely manner.

4. Compliance:

• Ensure compliance with industry regulations and company policies by following policies and procedures outlined by the MCS and/or Chief Compliance Officer (CCO).

• Monitor client account activity to detect and resolve compliance issues.

5. Team Collaboration:

• Work closely with advisors, other CSAs, and the operations department to ensure seamless client experiences.

• Participate in team meetings to discuss best practices and solutions for improving client service delivery.

• Assist with special projects assigned by direct management and the CCO.

If you are interested in applying to our Senior Administrative Assistant Position, submit your resume today!

• Proven experience in administrative assistance, particularly in managing schedules and organizing meetings.
• Strong skills in account management and client relationship building.
• Proficiency in preparing reports, handling custodian paperwork, and maintaining accurate documentation.
• Exceptional communication skills with the ability to address client concerns professionally and efficiently.
• Knowledge of compliance standards and regulations within the investment advisory industry.
• Capable of working collaboratively with diverse teams to achieve seamless service delivery.
• Adept at managing multiple priorities and maintaining attention to detail in a fast-paced environment.
• Familiarity with travel arrangements, conference call coordination, and import/export documentation processes.