Job Details |
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| Executive Assistant | |
| Job ID: | 00004JR6 |
| Category: | AdminClerical |
| Location: | CA Westlake Village |
| Hours: | 40 Monday to Friday 8am to 5pm |
| Pay: | $72,000.00 $85,000.00 |
| Great career opportunity in Westlake Village CA | |
| Job Description Will support the President of the firm, playing a key role in delivering a seamless and exceptional service experience for both internal teams and clients. This role includes a variety of administrative and client-facing tasks to ensure smooth daily operations and high-level client satisfaction. Administrative Support for the President of the Firm. Schedule and coordinate meetings, calls, and travel for the President. Ensure preparation for meetings, presentations, and other key engagements. Manage incoming emails and communications. Prepare reports, presentations, and business documents as needed. Handle sensitive information with the utmost discretion and confidentiality. Serve as a primary point of contact for clients regarding account maintenance, cash management, distributions, and investment reporting. Research and resolve routine to moderately complex client issues, utilizing internal resources and escalating as necessary. Prepare client account paperwork, including agreements, custodian forms, applications, and other required client deliverables. Coordinate new client onboarding activities, including document collection, process execution, household setup, and proactive client communication. Maintain accurate records of client interactions, activities, and meetings in CRM systems, ensuring timely and compliant documentation. Collaboration and Professional Development Participate in team projects, business initiatives, and continuous training opportunities to enhance skills and industry knowledge. Benefits include a performance based bonus, flexible paid time off, 100 coverage under the company health care plan for self and dependents, participation in the company 401k plan, reimbursement of up to 75 monthly for a membership for the company wellness program. | |
| Skills Required 1+ year of Executive Admin or Senior Admin experience. Excellent organizational and priortization skills with keen attention to detail a must. Strong written and verbal communication. Strong Excel PowerPoint and Word. | |
| Skills Preferred Salesforce experience preferred. Bachelors degree preferred. Experience working for a financial management or wealth management firm a plus. | |