Executive Administrative Assistant

Posted yesterday

career groupSan Diego (CA)

Secretaries and Administrative Assistants, Except Legal, Medical, and Executive Corporate, Subsidiary, and Regional Managing Offices

SENIORITY

Senior

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About the role

A leading global finance firm with beautiful offices in San Diego, CA is looking for a dedicated Executive Administrative Assistant to support their collaborative wealth advisory team. This is the ideal role for a candidate who is a natural organizer and who is highly skilled in providing a very high level of client services with a people focused approach and an eye for detail. Your drive to play an integral role in the administration and operations of our firm will make a direct impact on our client service team. Remember to check your CV before applying Also, ensure you read through all the requirements related to this role. You will collaborate with a team of senior level financial executives, and their HNW and UHNW clients, where you will foster relationships, coordinate extensive calendaring and meeting management, provide resources through documentation and engage in a high level of transactional support work. Your positive attitude and can-do mentality will help you as you build rapport and gain client trust. You'll also help coordinate our in-person meetings and events, holiday parties, client dinners and outings, and overall navigate logistics and any special projects. You will be entrusted to learn an intricate process of internal document management, where you will handle sensitive files, handling financial documentation and provide digital files for presentations and reporting, overall ensuring accurate information is being shared with the right parties. The right individual is seeking a high-performing team that values integrity, hard-work, commitment, a passion for people, and a natural ability to connect and drive goals. You'll have at least 2 years of prior administrative experience ideally in a corporate setting under your belt. This a multi-faceted position and you'll be working with senior leaders in the industry.

What you'll do:

Effectively address incoming client inquiries and concerns
Oversee incoming emails and phone calls
Compose correspondence for team as needed
Manage team schedule and prepare materials for meetings
Build financial presentations for high-level and prospective clientele
Oversee the transactional process with an eye for documentation and following up on supportive materials
Arrange travel and supervise expense reporting
Maintain updated file archives and highly sensitive client contact information
Help coordinate in-office and off site events
Manage logistics for various special projects as needed
Other additional duties as assigned

What you'll need:

Bachelor's degree strongly preferred
At least 2-3 years' work experience in a corporate environment required
Background in financial services a plus
Demonstrated proficiency in MS Office
Preferred experience in Salesforce
Effective and polished communication skills
Superb organizational and multitasking capabilities
Commitment and dedication to high standard of work
Hybrid in office
Salary Range is DOE at 70-80K base plus bonus and overtime.
Highly competitive medical benefits package

Hours for this position are 8:00 AM – 5:00 PM with overtime as needed, depending on assigned projects. xhqgsiq We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here:

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