NewportBeachRecruiter Since 2001
the smart solution for Newport Beach jobs

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

Location: Newport Beach
Posted on: July 18, 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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Newport Beach RSS job feeds