73-80k-Newport- Executive Assistant/Account Associate
Location: Newport Beach
Posted on: April 8, 2021
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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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