Description We are in the process of recruiting an Administrative Assistant for our firm in the Financial Services industry, based in Sacramento, California. In this role, you will be tasked with managing various administrative tasks such as scheduling, record maintenance, and client interaction. Responsibilities: • Facilitate the coordination and scheduling of presentations, meetings, and office visits, employing various platforms like Zoom. • Manage and update various contact records in our CRM, HubSpot, including those of clients, carriers, consultants, and administrative staff. • Troubleshoot IT issues. • Compile and prepare in-person presentations for both prospective and existing clients. • Schedule appointments for IT, maintenance, and other needs, ensuring their smooth execution. • Handle client paperwork processing, including applications and plan documents. • Record meeting minutes and keep track of action items. • Set up new client service agreements in DocuSign and prepare invoices and wire instructions. • Run monthly client reports and ensure their prompt delivery. • Prepare timelines and other relevant documents for potential client meetings. • Delegate tasks within the CRM and ensure all client records are kept current. Requirements • Minimum of 3 years of experience in a similar role within the Financial Services industry • Demonstrated proficiency in managing calendars, including scheduling and coordinating meetings or events • Extensive experience in document management, including organizing, storing, and retrieving documents as needed • Strong communication skills, both written and verbal • Excellent organizational abilities and attention to detail • Ability to multitask and prioritize tasks as needed • Proficiency in Microsoft Office Suite and other relevant software • A team player with a positive attitude and strong interpersonal skills • Ability to work under pressure and meet tight deadlines • High level of discretion and confidentiality. Robert 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) .