Office Assistant

DescriptionRobert 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.Key Responsibilities+ 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 dutiesRequirementsQualifications+ 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 environmentTalentMatchRobert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .