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Financial Services Administrative Assistant
Job
Robert Half
San Diego, CA (In Person)
Full-Time
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Job Description
A small financial services organization is seeking a motivated Administrative Assistant to join their dynamic team. This role plays a pivotal part in ensuring seamless business operations and supporting our leadership with essential administrative functions. This is a contract opportunity until the end of May 2026 with a team based onsite in San Diego, CA.
Collect, organize, and maintain important documents and client records.
Input data accurately to support financial reporting, analytics, and presentation development.
Support ongoing projects through effective communication and timely follow-up.
Maintain confidentiality and handle sensitive information appropriately.
Provide general office support as needed and collaborate with multiple teams.
Key Responsibilities:
Assist with meeting preparation by taking detailed notes and distributing action items.Collect, organize, and maintain important documents and client records.
Input data accurately to support financial reporting, analytics, and presentation development.
Support ongoing projects through effective communication and timely follow-up.
Maintain confidentiality and handle sensitive information appropriately.
Provide general office support as needed and collaborate with multiple teams.