Fiduciary Admin Assistant | Calendar & Client Service

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 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.