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Fee Strategy Support Specialist

Company: Genuent
Location: Newport Beach
Posted on: September 14, 2022

Job Description:

Fee Strategy Support Specialist - Long Term Project - Newport Beach (Onsite)

Genuent is becoming INSPYR Solutions and hiring a Fee Strategy Support Specialist. This position is onsite in Newport Beach if interested please contact Kennede Calhoun at

Position Description
The Support Specialist role offers resourceful self-starters the opportunity to learn and be challenged in a fast-paced environment which requires a high degree of professionalism, organization, and detail orientation, coupled with the ability to multitask, and prioritizes. We are looking for team-oriented individuals who are highly professional, detail-oriented, and value diversity in their everyday workload.

Key Responsibilities
The following key activities are included in the role: Coordinate Meetings/Calendaring/Maintaining
Coordinate internal and external meetings for managers and handle the scheduling, materials, meals/refreshments, and logistics
Create folders with meeting materials that managers use to prepare for meeting presentations
Confirm the final agenda schedule with all presenters
Ensure meeting is setup as expected and without any incidents including refreshments and materials
Maintain Webpage
Maintain membership updates
Maintain all related documents
Attend and record minutes
Coordinate updates and maintain team policy and procedures manual

Client Billing Distribution of Management Fee Invoices (approximately 2400 invoices per month)
Client Billing Email Inbox Coverage (reviewing all mail and distributing to various parties)
Submitting invoices to Bookkeepers
Data Requests
Portal Uploads
Daily/Monthly reconciliations of data that is input into the accounting system (SAP)

Department Budget and Expense Reporting Process expense reports promptly through the Concur
Monitor and track managers' expense reports until reimbursement
Reconcile monthly expenses with credit card statements
Research budget discrepancies
ReadSoft Invoice Coding

Special Projects Participate in special projects within Fee Strategy and Client Billing
Timekeeping and reconciliation of group's paid time off and sick time
Departmental Procedures coordinate with teams on ensuring updates are made as needed

Travel Coordination and Preparation as needed Work with managers to coordinate domestic and international travel arrangements with travel agencies according to the Travel and Entertainment Policy
Arrange ground transportation, book hotels, and manage all logistics
Create final travel itinerary and directions

Position Requirements 5 years+ of previous administrative experience supporting multiple team members and project management skills preferred
Intermediate to advanced working knowledge of MS Word, Excel, and Outlook
Strong written and verbal communication skills, including exceptional telephone management and the ability to write effective emails
Two-year college degree is preferred
Self-starter, action-oriented, quick learner, able to multitask, highly organized, excellent attention to detail, customer focused, problem solver, good follow-up skills, strong relating skills, able to prioritize, team player

Keywords: Genuent, Newport Beach , Fee Strategy Support Specialist, Other , Newport Beach, California

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