Mendocino Fiduciary
Administrative Assistant
2 months ago
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Important information
Contract type:
Permanent, Part time
Salary:
$52,000 – $60,320 / year
Location:
Fort Bragg, CA 95437, USA
Work mode:
Onsite
Published on:
3 September 2026
What they need
**Applications received without a cover letter, resume, references and question responses will not be considered.
Administrative Assistant – Downtown Fort Bragg
Mendocino Fiduciary
Mendocino Fiduciary is seeking a self-motivated, detail-oriented individual for a part-time or full-time Administrative Assistant position, working 24 to 40 hours per week at our Fort Bragg location. This role provides essential administrative support and indirect client services in a dynamic office environment.
About Mendocino Fiduciary
As fiduciaries, we serve as trustees, executors, and powers of attorney for both financial and healthcare matters. We offer personalized financial and personal management services tailored to each client’s unique needs. Our work demands integrity, clarity, attention to detail, and compassion, with daily problem-solving at its core.
Fiduciary responsibilities include managing and protecting clients’ financial assets—such as trusts, estates, and accounts under power of attorney—and overseeing their health and living arrangements when necessary. Clients entrust us with their well-being and assets, making confidentiality and discretion essential.
Position Overview: Administrative Assistant
We seek a candidate who approaches challenges with professionalism and courtesy, consistently demonstrating respect and efficiency in every interaction. The ideal individual excels at juggling multiple tasks and is eager to support both staff and clients in resolving a variety of unique issues. Mendocino Fiduciary is a Fragrance Free environment.
Key Responsibilities
· Phone System: Answer calls, take messages, schedule appointments.
· Mail Handling: Open, process, and distribute incoming mail; prepare outgoing mail including bills and invoices.
· Client Management Systems: Assist in maintaining and improving internal systems.
· Project Support: Contribute to project management efforts as needed.
· Bookkeeping: Pay client bills and maintain check registers using Quicken.
· File Management: Maintain client files in both physical and digital formats.
· Correspondence: Assist with communications involving clients, family members, vendors, attorneys, and others.
· Training: Assist with classes and other activities.
· General Administration: Provide additional administrative support as needed.
· Tracking worktime to ensure accurate accountability for client billed work.
Ideal Candidate Qualifications
· Exceptional attention to detail and organizational skills.
· Calm, professional demeanor with strong interpersonal abilities.
· Commitment to confidentiality and discretion.
· Excellent verbal and written communication skills; phone etiquette.
· Proven success in client service environments.
· Ability to manage sensitive and complex situations with maturity and optimism.
· Strong time management and prioritization skills.
· Self-directed with the ability to seek guidance when needed.
· Resourceful in researching and resolving issues.
· Proficiency in Excel and Word. Experience with Quicken desirable.
· Quick learner with adaptability to new systems and concepts.
· Creative problem-solving abilities.
· Comfortable in a fast-paced office setting.
· Ability to work in a team setting.
Preferred Experience
- 3–5 years of office experience required
- Bachelors Degree or Associates Degree, required
- Experience in legal or financial settings is a plus
- Demonstrated client management skills and attention to detail
- Alignment with fiduciary values and ethics
- Positive attitude and eagerness to learn
- Compassionate and service-oriented mindset
- Ability to work independently without excessive socializing
- Familiarity with both Microsoft and Mac systems
- Must have a working cell phone
Compensation
Starting pay: $25–$29/hour based on experience, with regular performance-based increases.
Benefits: one week paid vacation annually (after 6-months of employment) and five days of sick leave annually.
How to Apply
Please submit the following to [email protected] by 5pm on October 3, 2026. Applications received without all items below will not be considered.
- Cover letter detailing your interests, background, and skills
- Resume
- Three professional references, at least one who was a direct supervisor or boss
Final candidates will be subject to a background check.
Pay: $25.00 - $29.00 per hour
Application Question(s):
- This job is fully onsite. Do you live within reasonable commuting distance to Fort Bragg, CA?
- Why are you interested in working at Mendocino Fiduciary?
- Have you ever worked in a job where you are responsible for tracking your time to client work for billing purposes? If so, please explain briefly.
Work Location: In person
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