Sr. Administrative Assistant

Business Solutions Manager at Ultimate Staffing Services

Sr. Administrative Assistant

Temp-to-Hire

$24/hr-$28/hr

San Marino, CA - onsite

$24.00/hr - $28.00/hr

• Administrative Support: Manage calendars, schedule meetings, and coordinate travel arrangements for executives and advisors.
• Document Management: Prepare, proofread, and maintain trust-related documents, correspondence, and client files in compliance with legal and regulatory standards.
• Client Interaction: Serve as a primary point of contact for clients and families, providing courteous and professional assistance while maintaining confidentiality.
• Data Entry & Reporting: Update and maintain databases, track trust activities, and generate reports for internal and client use.
• Compliance & Recordkeeping: Ensure accurate documentation and adherence to firm policies, state regulations, and fiduciary requirements.
• Office Coordination: Oversee supply inventory, vendor relationships, and assist with billing and invoicing processes.
• Project Assistance: Support advisors with research, meeting preparation, and special projects related to trust administration and client services.

• 5+ years of administrative experience, preferably in financial services, legal, or trust administration.
• Strong knowledge of office procedures and proficiency in Microsoft Office Suite and CRM systems.
• Excellent organizational, communication, and time-management skills.
• Ability to handle confidential information with integrity and discretion.
• Bachelor’s Degree REQUIRED

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.

For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.