Administrative Assistant - Newport Beach, United States - TalentWealth

Description

TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent RIA with over $275MM AUM based in Newport Beach, CA is hiring an Administrative Assistant to their growing team.

We are seeking a personable and detail-oriented Administrative Assistant to provide a wide variety of clerical and staff support services to management. As a Administrative Assistant, you will follow established procedures to perform standard tasks and resolve most questions and problems. You will also maintain routine contact with internal and external customers to obtain, clarify or provide facts and information as you project a professional image.

Additional tasks of the Administrative Assistant include:

• Providing office support including answering telephones, assisting visitors and resolving and/or referring problems or inquiries
• Scheduling and coordinating meetings, events, interviews and appointments
• Preparing reports by performing basic information gathering and analysis as directed
• Establishing, maintaining and updating files, databases, records and/or other documents

The Administrative Assistant will coordinate and perform a range of staff and operational support activities. You will also serve as a liaison with other functional areas, external customers and vendors to help resolve routine administrative and operational problems.

Additional responsibilities of the Administrative Assistant include:

• Transcribing and preparing correspondence, agendas and documents
• Staying up-to-date with modern office management methods and techniques
• Operating standard office equipment and using required software applications
• Sorting, screening and distributing mail
• Performing other duties and responsibilities as assigned

Candidates must possess a professional and service-oriented demeanor with pleasant and business-appropriate phone manners. Our ideal Administrative Assistant works ethically and with integrity, maintains client and firm confidentiality and upholds a professional image with external and internal business contacts. You must have excellent verbal communication and organizational skills to prioritize and complete work efficiently. You must also have effective problem-solving skills to resolve routine client questions.

Additional requirements for the Administrative Assistant include:

• A minimum of 2 years experience within financial services preferred but not required
• Proficiency with Microsoft Office Suite to produce professional documents
• Mathematical abilities to gather data involved in preparing reports
• Ability to work on multiple projects simultaneously and follow instructions and adhere to deadlines
• Ability to closely monitor details and ensure that reports, correspondence and databases are accurate