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Sr. Administrative Assistant

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Newport Beach

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Category:
Office Administration

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for a highly organized Sr. Administrative Assistant to support leadership and client-facing operations in California. This contract position offers a path to a permanent role and is ideal for someone who thrives in a fast-paced banking environment and can balance executive support, client coordination, and follow-through on critical activities. The person in this role will help keep priorities moving, maintain strong communication across teams, and contribute to a high standard of service for both internal and external stakeholders.

Job Responsibility:

  • Coordinate calendars, internal meetings, and conference calls for leadership while capturing key discussion points and monitoring follow-up actions
  • Support client and prospect interactions by preparing materials, attending meetings when needed, and ensuring next steps are documented and completed
  • Organize, review, print, and route loan-related documentation, including tracking signature status and maintaining accurate records
  • Gather required information for deposit and lending processes and assist with account-related and operational banking activities
  • Perform wire callback support and respond to complex client issues with professionalism, urgency, and sound judgment
  • Maintain a structured system for action items, project updates, and service requests so deadlines and client expectations are consistently met
  • Travel locally to branch locations, client offices, or residences to deliver or retrieve signed documents and provide administrative support tied to banking transactions
  • Contribute to outreach efforts, special assignments, and service initiatives that enhance client experience, team effectiveness, and brand presence
  • Follow banking policies and compliance procedures, including proper escalation of unusual activity and adherence to regulatory standards

Requirements:

  • 3+ years of experience in administrative support, preferably within banking, financial services, or a similarly regulated environment
  • Strong ability to manage multiple priorities, maintain detailed records, and keep projects and action items moving forward
  • Experience handling banking documents, deposit-related information, or loan support activities is highly preferred
  • Comfortable coordinating meetings, conference calls, and communication with clients, internal teams, and leadership
  • Excellent written and verbal communication skills with a detail oriented, service-oriented approach
  • Ability to resolve sensitive or complex client matters with discretion and attention to detail
  • Valid driver's license and reliable personal transportation for local business travel as needed
  • Proficiency with standard office systems and administrative tools, along with strong overall operational support skills
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 15, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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