(212) 406-5800

Administrative Assistant- Solana Beach, CA (currently remote)

Administrative Assistant- Solana Beach, CA (remote until company policy permits)

Temp role (4mo-potential for extension)- $23/hr


The Administrative Assistant role at Investment Management firm offers resourceful self-starters the opportunity to learn in 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 candidates confident in taking the initiative, bringing forth creative ideas, and taking ownership. We seek team oriented individuals who are highly professional, detail oriented, and value diversity in their everyday workload.

The following key activities are included in the role:

Generate Amendment Documents
• Learn how to use the company applications to produce client related documents/amendments

  • Format amendments using appropriate letterhead
  • • Enter amendment summary notes and updates to MSCRM our client relationship database
    • Produce weekly, monthly, quarterly reports to clients/internal members by date due
  • • Learn how to use AdobeSign to execute electronic amendments

    Tracking Amendment Status
    • Save off executed documents with appropriate naming convention
  • • Ensure all documents have been saved off to central location
  • • Ensure consistency in file names
    • Update status of amendments in MSCRM
    • Follow up on outstanding amendments as necessary
  • • Update and maintain MS Excel sheets as necessary

General Client Service Assistance
• Assist with client telephone calls and respond to requests as directed
• Electronic document filing

Organize and coordinate executed client agreements

  • • Support special projects related to Client Service, Operations, and/or Integration

    • 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

Important Soft skills: Self-starter, quick learner, able to multitask in a high energy environment, organized, attention to detail, customer focused, problem solver, follow up skills, ability to prioritize, team player.