Top 867 Special projects coordinator Jobs in California

Office Coordinator & Junior Client Service Associate
Cypress Wealth Services, LLC —Palm Desert, CA
- $20 - $25 an hour
- Full-time
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Community Involvement Coordinator
Olive Crest —San Diego, CA
- From $22 an hour
- Full-time
- Microsoft Word
- Childcare
- CPR Certification
- Paid jury duty
- Health savings account
Quick Apply
Resident Services Coordinator (Rohlffs Manor II and III - 1214, 1215)
EAH INC. —Napa, CA
- Online Application
- Background check
- 18 years or older
- Mid-level
- Wellness program
- 403(b) matching
Quick Apply
1d
Payroll Coordinator
Scheid Family Wines —Salinas, CA
- $25 - $27 an hour
- Full-time
- Spanish
- Ability to walk for extended periods
- Research
- Health insurance
- Dental insurance
Quick Apply
Clinical Provider Coordinator
Unicare Community Health Center —Ontario, CA
- $25 - $30 an hour
- Weekends as needed
- Customer service
- Mid-level
- Databases
- Health savings account
- Health insurance
Quick Apply
Temp HR Coordinator
WINDSOR CAPITAL GROUP —Temecula, CA
- $29 an hour
- Full-time
- Spanish
- English
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
GIS Transportation Coordinator
R & D TRANSPORTATION SERVICES —San Jose, CA
- $23 - $25 an hour
- Full-time
- Background check
- Microsoft Outlook
- Experience working with individuals with disabilities
- Health insurance
- Dental insurance
Quick Apply
Resident Health Services Coordinator (San Clemente, Drakes Way - 1338, 1288)
EAH INC. —Corte Madera, CA
- $25 - $37 an hour
- Online Application
- Bilingual
- Background check
- 18 years or older
- Wellness program
- 403(b) matching
Quick Apply
Resident Health Services Coordinator (Camellia Place / The Oaks - 1344,1260)
EAH INC. —Dublin, CA
- $25 - $37 an hour
- Online Application
- Bilingual
- Background check
- 18 years or older
- Wellness program
- 403(b) matching
Quick Apply
Facilities Coordinator
WILLOW HEIGHTS MANSION INC —Morgan Hill, CA
- $23 - $25 an hour
- Part-time
- High school diploma or GED
- Driver's License
- Restaurant
Resident Health Services Coordinator (Bella Terra-1290/Cochrane Village-1363)
EAH INC. —Morgan Hill, CA
- $25 - $37 an hour
- Online Application
- Bilingual
- Background check
- 18 years or older
- Wellness program
- 403(b) matching
Quick Apply
Practice Coordinator
Marina Plastic Surgery —Los Angeles, CA
- $22 an hour
- Full-time
- Background check
- Mid-level
- In-person
- Health savings account
- Health insurance
Quick Apply
14h
Disabilities and Mental Health Coordinator
The Blind Children's Center —Los Angeles, CA
- From $33.43 an hour
- 8 hour shift
- Bilingual
- Background check
- LMFT
- Mileage reimbursement
- Health savings account
Quick Apply
HIGH-RISE BUILDING ENGINEER/ASSISTANT MAINTENANCE COORDINATOR
Downtown Management Co. —Los Angeles, CA
- $70,304 a year
- Urgently hiring
- Background check
- Spanish
- English
- Health insurance
- Dental insurance
Quick Apply
6d
ERP Systems Coordinator
Bento —Fullerton, CA
- $22 an hour
- Weekends as needed
- Word processing
- ERP systems
- Mid-level
- Health insurance
- Opportunities for advancement
Quick Apply
1d
Coordinator, Valuation
CIM Group, LP —Los Angeles, CA
- $26.44 - $31.25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Paid parental leave
Quick Apply
Scheduling Coordinator
JWilliams Staffing, Inc. —Costa Mesa, CA
- $20 an hour
- Weekends as needed
- Bilingual
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Front Office Patient Coordinator (2 years dental assisting experienced required)
Smiles By Design Dental Group-Encinitas, CA —Encinitas, CA
- $22 - $24 an hour
- Full-time
- Dental office
- Mid-level
- Cleaning
- Free parking
- Paid training
Quick Apply
Afterschool Assistant Site Coordinator
arc After School and Experiential Education —San Diego, CA
- $25 an hour
- Part-time
- Background check
- Spanish
- Current TB test
Quick Apply
Event & Sales Coordinator - Leal Vineyards
LEAL VINEYARDS INC —Hollister, CA
- $25 an hour
- Extended hours
- Marketing
- Mid-level
- Hotel
8d

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Office Coordinator & Junior Client Service Associate

Cypress Wealth Services, LLC
Palm Desert, CA

Quick Apply

Job Details

Full-time
$20 - $25 an hour

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Workflow management (operations management method)
Operations coordination
Direct client contact
Executive administrative support
High school diploma or GED
Client database systems
Sales management systems proficiency
E-signature software
CRM system proficiency
Productivity software

Full Job Description

We are looking for one exceptional person to join our growing team. This is an opportunity to become a key part of a professional, client-focused wealth management firm where technology, service, and teamwork are highly valued.

Job Description:

The Office Coordinator & Junior Client Service Associate serves as the first point of contact for clients, visitors, and business partners while supporting advisors and the service team.

This role combines front-office professionalism, office operations, client service support, technology utilization, and event coordination to help deliver an exceptional client experience.

About Cypress Wealth Services:

Cypress Wealth Services is a well-established Registered Investment Advisory (RIA) firm based in Palm Desert, CA. We are seeking a full-time Office Coordinator/Junior Client Service Associate to join our team in an in-office position.

Our firm takes pride in the long-standing relationships we’ve built with clients and their families over the years. We are committed to providing an exceptional experience through comprehensive financial life planning and personalized, relationship-focused service.

We are looking for a person who shares our commitment to providing this high level of service. While prior experience working with Charles Schwab is not required, it is a plus.

If you’re passionate about client service and want to join a team that values trust, care, and professionalism, we’d love to hear from you!

Key Responsibilities

Greet visitors, answer phones, and direct clients and business partners appropriately.
Coordinate calendars, confirm appointments, schedule meetings, and assist with advisor scheduling needs.
Support client service activities including account forms, data entry, system audits, and database maintenance.
Prepare meeting materials and coordinate logistics for client and prospect meetings.
Serve as liaison with vendors, building maintenance providers, and office service providers.
Maintain conference rooms, common areas, office supplies, kitchen supplies, and overall office organization.
Manage incoming and outgoing mail, shipping, deliveries, and office equipment needs.
Coordinate client events, seminars, workshops, and special projects.
Leverage technology and workflow systems to improve efficiency, organization, and service delivery.
Perform other duties and special projects as assigned.

Required Qualifications

Polished, professional, and highly organized administrative assistant with 5+ years of in-office experience supporting a busy office environment with significant client interaction.
Outstanding verbal and written communication skills with a warm, confident, and professional presence.
Tech-savvy and process-oriented with proficiency in CRM systems, scheduling platforms, e-signature tools, Microsoft Office, and workflow management systems.
Strong executive support capabilities, including calendar management, meeting coordination, event planning, and prioritization of competing responsibilities.
Exceptional attention to detail, follow-through, and ability to anticipate needs before they arise.
Collaborative team player who quickly learns people, processes, and priorities and contributes to a positive office culture.

Strongly Preferred

Experience working for a Registered Investment Advisor (RIA), wealth management firm, family office, or broker-dealer. Familiarity with advisory firm operations and industry terminology.
Experience supporting multiple advisors, executives, or senior professionals.
Hands-on experience with Wealthbox, Orion, Schwab Advisor Center, DocuSign, Adobe, Calendly, or similar platforms.
Experience coordinating client events, seminars, workshops, or marketing initiatives.
Demonstrated ability to identify process improvements and leverage technology to create a more efficient client service experience.

Compensation & Benefits

Salary and benefits remain consistent with the current position structure and will be discussed during the interview process.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Education:

High school or equivalent (Required)

Work Location: In person

Quick Apply

Refine Your Search

special projects coordinator jobs in california

Office Coordinator & Junior Client Service Associate

Community Involvement Coordinator

Resident Services Coordinator (Rohlffs Manor II and III - 1214, 1215)

Payroll Coordinator

Clinical Provider Coordinator

Temp HR Coordinator

GIS Transportation Coordinator

Resident Health Services Coordinator (San Clemente, Drakes Way - 1338, 1288)

Resident Health Services Coordinator (Camellia Place / The Oaks - 1344,1260)

Facilities Coordinator

Resident Health Services Coordinator (Bella Terra-1290/Cochrane Village-1363)

Practice Coordinator

Disabilities and Mental Health Coordinator

HIGH-RISE BUILDING ENGINEER/ASSISTANT MAINTENANCE COORDINATOR

ERP Systems Coordinator

Coordinator, Valuation

Scheduling Coordinator

Front Office Patient Coordinator (2 years dental assisting experienced required)

Afterschool Assistant Site Coordinator

Event & Sales Coordinator - Leal Vineyards

I want to receive the latest job alert for special projects coordinator in california

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