Description

Overview

A well-established wealth management firm in San Diego is seeking a dependable and detail-oriented Part-Time Office Assistant to support daily administrative and client service operations. This role is ideal for someone who thrives in a professional, client-facing environment and enjoys providing high-level administrative support in a fast-paced financial services setting.

Responsibilities

• Serve as the first point of contact for clients, answering phones and greeting visitors in a professional manner

• Assist with scheduling client meetings and maintaining calendars for advisors

• Support client service requests, including account updates, document preparation, and follow-ups

• Manage incoming/outgoing mail, emails, and general office correspondence

• Maintain and organize digital and physical filing systems, ensuring accuracy and confidentiality

• Assist with data entry and updates in CRM systems

• Coordinate office supplies and general office organization needs

• Provide administrative support to advisors and office leadership as needed

  Requirements

Qualifications

• 1+ year of administrative, office support, or customer service experience preferred

• Experience in financial services, banking, or wealth management is a plus

• Strong communication and interpersonal skills

• High attention to detail and organizational ability

• Proficiency in Microsoft Office (Word, Excel, Outlook)

• Ability to handle confidential information with discretion

• Professional demeanor and client-first mindset

  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.

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