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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.
Job Responsibility:
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
Requirements:
Proven experience within the financial services industry REQUIRED
Administrative assistance, client service, or similar experience required
Strong attention to detail and organizational skills
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)
Excellent written and verbal communication skills
Ability to work independently and as part of a team