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RH
Robert Half
Sr. Administrative Assistant
Career Insights for Office / Administrative Assistant (General)
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Scorecard
Based on California data
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What they do
An Office or Administrative Assistant performs administrative work in an office. Works in a wide variety of office settings, such as a company or business, or a government office or school. Manages paper and electronic files, uses office equipment including computers, responds to phone calls and emails, routes mail and maintains calendars and schedules.
$50,177 / year median in California
-12% projected decline
Job Description
We are looking for a highly organized Sr. Administrative Assistant to provide day-to-day support within a financial services setting in Costa Mesa, California. This Long-term Contract position is ideal for someone who can manage documentation, maintain accurate records, and keep administrative processes moving efficiently across multiple systems. The role requires strong attention to detail, sound judgment with sensitive information, and the ability to coordinate smoothly with advisors, internal teams, clients, and external partners.
Responsibilities:
- Support financial advisors and related teams by handling daily administrative and operational activities that keep client service functions running effectively.
- Maintain accurate client profiles and account records in Redtail and other financial platforms, ensuring information is current and properly organized.
- Oversee digital document filing by uploading, categorizing, and retaining client and account materials in an orderly and compliant manner.
- Administer electronic signature processes through DocuSign, including preparing documents, tracking completion status, and preserving finalized records.
- Assist with portfolio and investment-related administrative work using Morningstar and similar industry tools.
- Process account and operational tasks within financial services systems such as CRM and payment-related platforms, including Docupay where needed.
- Prepare and review paperwork, perform data entry, and support account maintenance activities with a high degree of accuracy.
- Communicate with advisors, internal departments, clients, and third-party providers to help resolve documentation and workflow needs promptly.
- Safeguard confidential financial and client information by following established handling procedures and workplace standards.