Administrative Support - Costa Mesa, United States - SaveDaily

SaveDaily

Verified Company

Costa Mesa, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Administrative Support

Job Title:
Administrative Support

Direct Supervisor:
Trading Desk / RolloverSaver Manager

Direct Subordinates:
None

Employment Type:
Full Time, Hourly Non Exempt

Brief Job Description
Assist with daily trading and rollover operations.

The Administrative Support position will become knowledgeable with RolloverSaver's sales cycle, SaveDaily's trading platform, SaveDaily's Clearing Facility relationships and partner specific mutual fund offerings.

This job requires attention to detail and a sense of urgency.

Many of the requirements for this job involve strict deadlines and it is essential that an individual can meet the time restrictions.

An individual in this position must be able to take initiative in resolving situations that come up.

Core Skills

Ability to Prioritize
Detail Oriented
Ability to Multitask
Logical and Critical Thinking
Professionalism and regard for Privacy and Security
Excellent Oral and Written Communication
Good Judgment and Problem Solving
Basic Computer Knowledge
Dependability and Punctuality
Requires a high school diploma or its equivalent
Requires basic Microsoft Excel and Outlook

Routine Tasks

Assist the Trading Desk and RolloverSaver Manager with daily tasks, as well as special projects.
Be responsible for creating, maintaining, and tracking trading records.
Conduct and Confirm transactions via phone, internet and clearing facility software client.
Conduct research to help facilitate platform enhancements and partner deployments.
Managing Social Media Sites.
Department and Company Special Projects.

Shift