Job Details

Administrative Assistant

  2026-04-12     Russell Tobin     San Rafael,CA  
Description:

?? Russell Tobin & Associates is seeking an Administrative Assistant ??

We're hiring an Administrative Assistant to support a Senior Financial Advisor and Registered Associate within a fast-paced financial services environment. This is a unique and meaningful opportunity to work closely with a visually impaired (VI) Financial Advisor, providing critical day-to-day support.

Location: Fully On-Site

Pay: $33–$34/hour

Type: 12-month contract (temp-to-perm opportunity)

Interview Process: 2 rounds (both onsite)

What You'll Do:

• Answer phones and manage incoming client inquiries professionally

• Coordinate scheduling, meetings, and calendar management

• Translate financial materials (charts, research reports, equity analysis) into accessible formats for a visually impaired advisor

• Provide general administrative and office support

• Assist with preparing and organizing documents and reports

• Maintain strict confidentiality when handling sensitive client and business information

• Support multiple priorities and adapt to changing needs throughout the day

What We're Looking For:

• Strong professionalism and business etiquette

• Excellent communication skills (verbal and written)

• High level of attention to detail and organization

• Ability to multitask and manage multiple priorities simultaneously

• Strong sense of initiative, independence, and accountability

• Comfortable working in a fast-paced, high-touch environment

• Willingness to learn quickly and adapt to new tools and processes

Nice to Have:

• Prior administrative or office support experience

• Interest in building a career in financial services

• Experience working with accessibility tools or document formatting (a plus)

?? This is a great opportunity for someone looking to gain hands-on experience in financial services while making a direct impact supporting senior leadership.

?? Interested or know someone who might be a fit? Let's connect!

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Must be authorized to work in the United States

Russell Tobin offers eligible employees comprehensive medical, dental, and vision coverage, a 401(k) retirement savings plan, life and disability insurance options, pet insurance, employee discounts, and access to an employee assistance program, identity theft protection, and legal support.


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