Administrative Assistant - San Diego, United States - CoastEdge Partners, LLC

Description

The Administrative Assistant will provide administrative support to the firm and personal support to the Co-Managing Partners to ensure efficient operations of the company.

This role will be comprised of approximately 50% firm-related administrative support and 50% personal-related administrative support.

Based in La Jolla, this full-time position requires the individual to be personable, detail-oriented, and comfortable working in a small but dynamic business.

Work Responsibilities:
Reporting to the Managing Partners, the Administrative Assistant is responsible for, but not limited to:

• Performing receptionist/front desk duties such as receiving visitors, answering phones, and directing calls
• Managing executives' calendars, appointments, and travel arrangements efficiently
• Undertaking comprehensive travel planning for personal travel itineraries, including researching and booking flights, accommodations, transportation, and dining; performing initial pricing and ongoing price monitoring
• Receiving, screening, and distributing mail and packages
• Preparing meeting materials and work products using printing/copying/binding machines
• Carrying out a variety of personal tasks that increase Managing Partners' efficiency, including making restaurant reservations, scheduling personal appointments, etc.
• Handling confidential information with discretion and professionalism
• Preparing and submitting Managing Partners' expense reports
• Coordinating small firm and personal events
• Providing general administrative support with ad hoc projects
• Provide additional support for facilities and office management from time to time

Competencies/Education:

• Strong verbal, written, and interpersonal communication skills
• Outstanding organizational skills with an excellent attention to detail and accuracy
• Interest in the financial industry preferred but not required
• Bachelor's degree preferred
• 2+ years of related experience preferred
• Solid character references required

Personal Characteristics:

• Proactive individual with propensity to take initiative
• Resourcefulness and keen ability to problemsolve
• Relentless attention to detail with exceptional organizational and time management skills and focus on quality
• Dedication to superior client service and ability to remain poised under pressure
• The highest level of personal ethics and integrity and a strong commitment to CoastEdge's values and discretion (While performing the duties of this position, the employee will view, have access to, and work with confidential data. The individual in this position must adhere to strict confidentiality policies and procedures.)

Job Type:
Full-time


Work Authorization:
United States


Work Location:
La Jolla, California


Work Hours:
Monday - Friday, 8am - 5pm


Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• Paid time off
• Flexible spending account
• 401(k)

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Education:

• Bachelor's (preferred)

Experience:

Administrative Experience: 3 years (preferred)
Microsoft Office: 3 years (preferred)


Work Location:

• One location

Work Remotely:

• Hybrid

Pay:
$60, $85,000.00 per year


Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Education:

• Bachelor's (preferred)

Experience:

• Administrative assistant: 1 year (preferred)
• Travel planning: 1 year (preferred)

Microsoft Office: 1 year (required)


Work Location:
In person