FULL-TIME ADMINISTRATIVE PROFESSIONAL
$65k - $70kThe Bronx
Scion Staffing is conducting a search for an Administrative Assistant on behalf of our client, an established fiduciary services office located in Walnut Creek, CA. This is an excellent opportunity for a highly organized and detail-oriented administrative professional who enjoys supporting a busy team, providing exceptional client service, and working with sensitive and confidential information. The Administrative Assistant will provide essential day-to-day support to the office, assisting with client communications, scheduling, document management, recordkeeping, and general administrative operations. Responsibilities Provide comprehensive administrative support to fiduciaries and team members, helping ensure efficient day-to-day office operations.
Prepare, organize, maintain, and update confidential client documents, records, correspondence, reports, and forms.
Communicate professionally with clients, family members, attorneys, financial institutions, healthcare providers, vendors, and other external contacts.
Support billing, expense documentation, data entry, incoming communications, mail, and other administrative processes.
Handle sensitive client, financial, and personal information with a high degree of accuracy, professionalism, and discretion.
Qualifications 2+ years of administrative, office support, or related professional experience.
Excellent written and verbal communication skills with a professional, client-service-oriented approach.
Proficiency with Microsoft Office, including Word, Excel, and Outlook, as well as general office technology.
Experience within a fiduciary, trust, estate planning, legal, financial services, accounting, or similar professional services environment is a plus.
Compensation This full-time, direct-hire opportunity offers an annual salary of $65,000-$70,000, depending on experience, plus comprehensive benefits package.
Equal Opportunity Statement Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate on the basis of race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records.
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