Top 1024 Administrator Jobs in San Carlos, Ca

Licensed Client Services Administrator
In Touch Financial Services —Emeryville, CA
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Administrative experience
- Financial services
- Health insurance
- 401(k)
Quick Apply
Construction Administrator & Operations Coordinator
Golden Wave Electric LLC —San Carlos, CA
- From $35 an hour
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Health insurance
- Paid time off
Quick Apply
3d
Construction Office Manager
Nailed it Builders —Santa Clara, CA
- $5,000 - $7,000 a month
- Full-time
- Background check
- Spanish
- English
- Dental insurance
- 401(k)
Quick Apply
Office Assistant/Office Manager
Ark US / Olive Asset Management —Palo Alto, CA
- $50,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Inventory management
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Certified Payroll Admin (Part Time)
Service West —Oakland, CA
- $26 - $28 an hour
- Part-time
- Background check
- Employment & labor law
- Mid-level
Quick Apply
Licensed Nursing Home Administrator
San Francisco Health Care and Rehab —San Francisco, CA
- $163,981 - $180,000 a year
- Full-time
- Background check
- Team management
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Small Law Firm Administrator (Part-Time)
Adams Broadwell Joseph & Cardozo —South San Francisco, CA
- $50 - $60 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health savings account
- Health insurance
Quick Apply
10d
Nursing Home Administrator
LCS —Cupertino, CA
- $160,000 - $190,000 a year
- Full-time
- Background check
- Skilled nursing facility
- Nursing home
- Paid parental leave
- Health insurance
Chief Financial Officer
Westside Community Services —San Francisco, CA
- $220,000 a year
- Full-time
- CPA
- Bachelor of Science
- Office
- Health insurance
- Dental insurance
Quick Apply
Mobile Outpatient PT / OT / SLP - Full Admin Support
Prava Therapy —San Francisco Bay Area, CA
- $85 - $135 an hour
- Choose your own hours
- Physical & Rehabilitation Medicine
- Mid-level
- Outpatient experience
- Referral program
Quick Apply
Operations Generalist
Transluce —San Francisco, CA
- $110,000 - $160,000 a year
- Full-time
- Google Workspace
- Mid-level
- Office
- Health insurance
- Dental insurance
Bilingual Administrative Assistant (Part-time)
Knocknok Inc. —Los Altos, CA
- $25 - $30 an hour
- Part-time
- Hybrid work
- English
- Research
- Business development
Quick Apply
8d
General Engineering Assistant
Monterey Mechanical Company —Oakland, CA
- $80,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Office Managere for horse boarding facility
Excel Equestrian LL —Woodside, CA
- $20 an hour
- Part-time
- Writing skills
- Mid-level
- Administrative experience
Quick Apply
9d
Senior Manager, Office Services
Bain & Co. —San Francisco, CA
- $107,500 - $129,000 a year
- Full-time
- Spanish
- CAD
- Customer service
- Wellness program
- Paid holidays
Quick Apply
Property Manager (Administrative & Operations)
Confidential —San Francisco, CA
- $75,000 - $85,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
Quick Apply
11d
Administrative Assistant
Avanath —San Francisco, CA
- $23 - $24 an hour
- Word processing
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Office Coordinator/ Admin
Fine Remodeling —San Jose, CA
- $22 - $25 an hour
- 8 hour shift
- Background check
- Microsoft Excel
- Customer service
- Mileage reimbursement
- Paid holidays
Quick Apply
Clinical Administrative Director - Outpatient Services
Fremont Hospital —Fremont, CA
- $130,000 - $150,000 a year
- Full-time
- LMFT
- Psychiatry
- Licensed Clinical Social Worker
- Continuing education credits
- Health savings account
Quick Apply
14d
Full-time Music School Administrator - Cupertino & Fremont, CA
Ensemble Performing Arts —Fremont, CA
- $20 an hour
- Full-time
- Sales
- Fair chance
- Visual & Performing Arts
- 401(k) matching
Quick Apply
10h

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Licensed Client Services Administrator

In Touch Financial Services
Emeryville, CA

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Health insurance
401(k)
Paid time off

Qualifications

Customer communication
Account maintenance
iOS
Client file management
Executive administrative support
Administrative experience
Series 7
Client services
macOS
Financial services
Productivity software
Appointment scheduling
Experience practicing in the securities industry
Documentation Handling
Technical Proficiency

Full Job Description

Position Overview

In Touch Financial Services is seeking an experienced, Licensed Client Services Administrator who brings initiative, sound judgment, and genuine care to their work. We are seeking a Licensed Client Services Administrator to deliver exceptional client service, provide technical and administrative support to the Lead Advisor, and ensure efficient operation of the practice. This role requires strong attention to detail, excellent communication skills, and the ability to manage client needs with professionalism and care. This role is ideal for someone who doesn’t wait to be told what to do — they anticipate needs, think critically, and take ownership of both the client experience and the daily operations of the firm. You will serve as a trusted point of contact for clients and a key partner to the Lead Advisor, ensuring that nothing falls through the cracks and that clients feel supported, informed, and valued at every stage of the relationship. This is not a task-only administrative role. The right person will be proactive, thoughtful, and dependable — someone who takes pride in follow-through and understands the importance of both accuracy and compassion in financial services.

What Success Looks Like in This Role

A successful candidate:
Thinks two steps ahead of clients and advisor needs
Notices what needs attention and takes action without being asked
Follows responsibilities through to completion with consistency and care
Communicates proactively, clearly, and kindly
Brings calm, organization, and accountability to a fast-paced environment

Key Responsibilities:

Client Experience & Relationship Support

Serve as a primary point of contact for client service requests, inquiries, and follow-ups
Anticipate client needs by proactively monitoring accounts, pending items, and upcoming milestones
Communicate with warmth, professionalism, and clarity — clients should feel genuinely cared for
Prepare materials and documentation for client meetings and ensure timely post-meeting follow-through
Maintain the firm’s client calendar, including scheduling, confirming, and coordinating appointments for both current and prospective clients
Ensure all meetings are properly prepared for, documented, and followed up on

Account Administration & Operations

Coordinate new account openings, transfers, account maintenance, and custodial paperwork
Process service items including cashiering requests, contributions, withdrawals, RMDs, and account updates
Track outstanding service items and ensure completion — nothing should remain unresolved
Maintain accurate, detailed CRM records and client documentation

Advisor & Practice Support

Anticipate the advisor’s needs by staying aware of priorities, deadlines, and workflows Provide trading and investment support under advisor direction, within licensing guidelines
Identify gaps or inefficiencies in processes and suggest thoughtful improvements
Support special projects and evolving firm needs as the practice grows

Required Qualifications

Active Series 7 and Series 66 (or Series 63/65 combination)
Minimum 2+ years of experience in a wealth management or financial services environment
Demonstrated experience working withinApple iOS and macOS systems, including calendar management and related applications
Strong proficiency in Microsoft Office; CRM and custodial platform experience strongly preferred
Experience handling custodial paperwork, account servicing, and operational workflows

The Right Person for This Role Is:

A self-starter who takes initiative and does not require constant direction
A strong, independent thinker with good judgment and problem-solving ability
Exceptionally organized, detail-oriented, and known for excellent follow-through
Smart, compassionate, and personable — clients feel comfortable and supported
Calm, dependable, and accountable under pressure
Someone who takes pride in being proactive, reliable, and thoughtful in their work

This role requires comfort with independently managing schedules, priorities, and details, while maintaining a high level of responsiveness, professionalism, and genuine care for clients.

Why Join In Touch Financial Services

You will be an integral part of a growing, client-focused practice where your contributions truly matter. The right person will be trusted, valued, and relied upon as a key member of the team, with the opportunity to make a meaningful impact on both client experience and firm operations.

This position is best suited for someone who enjoys taking ownership, thinking ahead, and being accountable for outcomes — not just completing assigned tasks

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Application Question(s):

Think about the last time you had a really full or high‑pressure day, with several things competing for your attention. What’s your personal system for staying organized, deciding priorities, and making sure nothing gets missed?

License/Certification:

FINRA License or Equivalent (Required)

Work Location: In person

Quick Apply

Refine Your Search

administrator jobs in san carlos, ca

Licensed Client Services Administrator

Construction Administrator & Operations Coordinator

Construction Office Manager

Office Assistant/Office Manager

Certified Payroll Admin (Part Time)

Licensed Nursing Home Administrator

Small Law Firm Administrator (Part-Time)

Nursing Home Administrator

Chief Financial Officer

Mobile Outpatient PT / OT / SLP - Full Admin Support

Operations Generalist

Bilingual Administrative Assistant (Part-time)

General Engineering Assistant

Office Managere for horse boarding facility

Senior Manager, Office Services

Property Manager (Administrative & Operations)

Administrative Assistant

Office Coordinator/ Admin

Clinical Administrative Director - Outpatient Services

Full-time Music School Administrator - Cupertino & Fremont, CA

I want to receive the latest job alert for administrator in san carlos, ca

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