Temporary Administrative Assistant Job at Innovations PSI in San Francisco

Our client is searching for a highly organized Administrative Assistant to support their team with day-to-day operations. This role partners closely with the Wealth Management team to ensure excellent client service. This is a 6-12 month contract with the potential to convert to permanent.

Responsibilities:

• Managing travel & expenses, including travel arrangements and processing expenses for team members
• Handling all incoming and outgoing mail, including checks, stock certificates, tax documents, and scanning
• Organizing and supporting internal and external events, including recruiting activities, team gatherings, and client events
• Delivering day-to-day administrative support such as managing calendars, scheduling meetings, and answering phones
• Assisting the Wealth Management team with client service and operational tasks, ensuring a high level of professionalism and service quality
• Managing conference room bookings, ordering catering, printing materials, coordinating interview schedules, liaising with building management, and greeting visitors

Qualifications:

• Proficiency in Microsoft Word, Excel Powerpoint, and Outlook
• Bachelor's degree preferred but not required
• Minimum of 2 years of experience in a professional corporate environment
• Strong written and verbal communication skills
• Team-oriented mindset with polished, professional communication
• Strong critical thinking, sound judgement, and a commitment to integrity and transparency
• Ability to multitask effectively in a fast-paced environment
• New graduates interested in financial services are encouraged to apply

Contract Length:

6-12 month contract with the potential to convert to permanent.