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Administrative Assistant

CHARNLEY & ROSTVOLD INC

Administrative Assistant

San Juan Capistrano, CA
Full Time
Paid
  • Responsibilities

    Job Description

    Administrative Assistant for San Juan-based consulting firm – Attention to Detail and Can-Do Attitude Welcomed!

    30-40 hours per week (office hours are Monday through Friday, 8:00 a.m. – 5:00 p.m.)

    ATTRIBUTES NEEDED

    • Three or more years of administrative experience
    • Excellent communication skills – both verbal and written – ability to interact with clients over the phone, and compose, edit and proof correspondence, and manage internal email system
    • High level of professionalism required for interfacing with conservative financial services clients
    • Experience making travel arrangements required
    • Solid team player
    • Ability to perform general office/administrative tasks
    • Organized, able to keep track of multiple priorities and flexibility to adapt as priorities change
    • Self starter; ability to manage time wisely; take initiative; follow direction, and seek assistance if necessary
    • Strong attention to detail
    • Proficiency with MS Word and Outlook; working knowledge of  PowerPoint and Excel;  – ACT database or comparable CRM system knowledge a plus
    • Reliable transportation necessary for out-of-office errands in the area
    • Flexibility to work overtime, as needed
    • Due to allergies, no perfume, cologne or scented lotions are permitted, and a non-smoker is strongly preferred

     

    TYPE OF WORK REQUIRED

    • Support busy 3-1/2-person office
    • Manage emails for central email system (MS Outlook)
    • Draft, edit and  proofread emails & other documents
    • Maintain calendars; assist with meeting and call set-up/preparation and follow-up
    • Travel planning
    • Running errands
    • Inventory/ordering
    • Post articles on LinkedIn
    • General office / clerical duties as required

     

    Company Description

    Communications and marketing consulting firm. Our clients are institutional investment management firms. We help them develop their messaging, refine their materials, and train their professionals to deliver effective presentations.