Administrative Assistant

The Bronx; Walnut Creek (CA); On-site; USD 65,000 - 70,000; Full time

Job summary

Scion Staffing is conducting a search for an Administrative Assistant for a fiduciary services office in Walnut Creek, CA. The role requires highly organized, detail-oriented support for a busy team, handling client communications and confidential information with discretion.

The Administrative Assistant will manage scheduling, document management, and general operations, ensuring accuracy and professionalism in all interactions with clients and external contacts.

Qualifications

• 2+ years of administrative/office support experience.
• Strong organizational skills with attention to detail and follow-through.
• Excellent written and verbal communication with client-service focus.
• Proficiency with Microsoft Office (Word, Excel, Outlook) and general office tech.

Responsibilities

• Provide comprehensive administrative support to fiduciaries and team members.
• Coordinate calendars, appointments, meetings, and scheduling with deadlines.
• Prepare, organize, maintain confidential client documents and records.
• Communicate professionally with clients, family members, attorneys, financial institutions, and vendors.
• Assist with billing, expenses, data entry, mail, and other admin processes.

Skills

Time management

Attention to detail

Written & verbal communication

Customer service

Tools

Microsoft Office

Job description

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. The ideal candidate is professional, dependable, proactive, and comfortable managing multiple priorities while maintaining a high level of accuracy and discretion.

Responsibilities

• Provide comprehensive administrative support to fiduciaries and team members, helping ensure efficient day-to-day office operations.
• Coordinate calendars, appointments, meetings, and scheduling while tracking deadlines and follow-up items.
• 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.
• Strong organizational and time-management skills with excellent attention to detail and follow-through.
• 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.
• Ability to manage multiple priorities, deadlines, and changing needs in a busy professional environment.
• 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. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and for the candidates we represent. 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. We believe in following best practices and considering all qualified applicants that apply with us.