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73-80k-Newport- Executive Assistant/Account Associate

Location: Newport Beach
Posted on: February 25, 2021

Job Description:

This 73-80k-Newport- Executive Assistant/Account Associate



Highly experienced Executive Assistants. MUST have background/education in Finance.


Must be looking to further career beyond Exec Assist- you will be moved into account associate role with in 2 years, after learning company and culture. A+ candidates only- or you will not even be interviewed!



Initial Activities


-Travel coordination and Preparation


- Expense Reports


- Meeting Materials/Reports/ Client Metrics


-Coordinate client Meetings/ Calendaring


-Phone coverage/Client Service


-Special Projects



Eventual Activities


-Gather, analyze, and discuss market trends and data with colleagues and clients


-Analyze portfolio characteristics in the context of boarder investment themes


-Evaluate risk reports, perform attribution research and conduct scenario analysis


-Create customized client reports and respond to ad-hoc inquiries


-Draft internal presentations and prepare client- servicing materials


- Summarize and explain complex financial and economic concepts to educate clients.



Education-


4 year degree- preferred major in Business/Finance, Economics, or accounting .


Progress toward CFA designation is a plus



Features:


? Beautiful Building


? Amazing Views Of Newport Coast


? Gourmet Food On Site


? Great Pay to $75K



We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.

Keywords: , Newport Beach , 73-80k-Newport- Executive Assistant/Account Associate, Administration, Clerical , Newport Beach, California

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