$23-30/hr Administrative Assistant with a background in finance / Newport Beach
Location: Newport Beach
Posted on: February 25, 2021
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Job Description:
Seeking an Administrative Assistant to the Account Associate for
a Direct Hire Full Time Position in Newport Beach ASAP!!
6+ years high level Administrative Assistant with a four year
degree and background in Finance
The Administrative Assistant role offers resourceful self-starters
the opportunity to learn and be challenged. This is a fast-paced
environment which requires a high degree of professionalism,
organization, and detail orientation, coupled with the ability to
multitask and prioritize. We encourage and appreciate taking the
initiative, bringing forth creative ideas, and taking ownership. We
are looking for team oriented candidates who are highly
professional, detail oriented, and value diversity in their
everyday workload.
The following key activities are included in the role:
1. Travel Coordination and Preparation
? Work with managers to coordinate travel arrangements through our
onsite AMEX travel agency according to the Travel and Entertainment
Policy
? Arrange ground transportation, book hotels and manage all
logistics
? Create final travel itinerary and directions
2. Expense Reports and Approvals
? Process expense reports through the Concur system in a timely
manner
? Monitor and track managers? expense reports until
reimbursement
? Reconcile monthly expenses with credit card statements
3. Meeting Materials/Reporting/Client Metrics
? Submit and track progress of client presentation books for
meetings as requested using our internal E-Library system
? Learn how to use the Applications to produce client portfolio
reporting
? Enter Client Meeting notes and updates to MSCRM our client
relationship database
? Produce weekly, monthly, quarterly reports to clients/internal
members by date due
? Write and maintain detailed instructions for all assigned
reports
4. Coordinate Client Meetings/Calendaring
? Coordinate client meetings for managers and handle the
scheduling, materials, meals/refreshments and logistics
? Create folders with client portfolio information 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
5. Phone Coverage/Client Servicing
? Manage client telephone calls and respond to requests
? Create follow up correspondence for clients and consultants
6. Special Projects
Find your niche and become the expert within the assistant
group
QUALIFICATIONS
? 6+ years of previous administrative experience supporting
multiple executives.
? Intermediate to advanced working knowledge of MS Word, Excel and
Outlook required.
? Must possess strong written and verbal communication skills ,
including exceptional telephone management and the ability to write
emails
? Soft skills: 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.
We are an equal employment opportunity employer and will consider
all qualified candidates without regard to disability or protected
veteran status.
Keywords: , Newport Beach , $23-30/hr Administrative Assistant with a background in finance / Newport Beach, Professions , Newport Beach, California
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