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Robert Half is working with a well-established and highly respected trust and wealth management firm in the Bay Area, is seeking a detail-oriented and proactive Office Administrator to support daily operations. This is an excellent opportunity for a polished professional who thrives in a fast-paced, client-facing environment and enjoys being the backbone of a collaborative office.
Job Responsibility:
Serve as the first point of contact by managing front desk operations, greeting clients, and handling incoming calls with professionalism
Provide administrative support to trust officers and leadership, including calendar management, meeting coordination, and document preparation
Maintain and organize sensitive client files, ensuring accuracy and confidentiality
Assist with processing paperwork related to trust accounts, financial documentation, and client correspondence
Coordinate office operations including supplies, vendor relationships, and general office upkeep
Support special projects, reporting, and process improvements as needed
Handle mail distribution, shipping, and general clerical duties
Requirements:
2+ years of administrative or office support experience, preferably within financial services, wealth management, or professional services
Strong organizational skills with exceptional attention to detail
Excellent written and verbal communication skills
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Ability to handle confidential information with discretion
Professional demeanor with strong customer service skills
Ability to multitask and adapt in a dynamic environment