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Administrative Assistant

Edgelinkz,Inc.

Administrative Assistant

Newport Beach, CA
Full Time
Paid
  • Responsibilities

    Edgelinkz is currently hiring for a high level admin assistant for our client located in Newport Beach,CA.

    The Administrative Assistant is a resourceful self-starter and appreciates 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.

    Roles & Responsibilities

    1. Travel Coordination and Preparation

    • Work with managers to coordinate travel arrangements through the onsite Client  travel agency according to the Client 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 material