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RESPONSIBILITIES:
Kforce has a client that is seeking an Administrative Assistant IV in Beverly Hills, CA.Duties:- Administrative Assistant IV will assist with the Portfolio Management team's service delivery processes and provide outstanding client service - this role is client facing in a bank
- Assist the Portfolio Management team in solving client and advisor issues as it relates to operational and logistical inquires; Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services
- Assist with the creation and distribution of Portfolio Review Books, including printing and binding of books; Distribute Investment Policy statements and Re-allocation Letters
- As an Administrative Assistant IV, you will schedule client review meetings
- Create and submit expense reports in a timely manner
- Answering phones and queries from clients
- Assist with Salesforce entries, leveraging Salesforce to put together client meeting calendar for Portfolio Management team (2 on team)
REQUIREMENTS:
- Minimum 2-5 years of experience in an administrative capacity
- Minimum of 2-5 years of computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint)
- Excellent verbal, written and interpersonal communication skills required to communicate effectively with all levels of colleagues and clients
- Strong organizational and prioritization skills
- Must be a self-started with a 'can do' attitude
- Previous experience working in a fast-paced, high volume, deadline-oriented environment preferred
- Experience in Investment Services experience preferred
- Experience with Salesforce is a plus
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
This job has expired.
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