CA_HQ - Administrative Assistant

Posted Date: May 10th, 2022
Location: Newport Beach, California

Job description:


Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Administrative Assistant in our Newport Beach, CA office. The candidate will be responsible for a wide range of daily administrative responsibilities while supporting the firm’s operations. The Administrative Assistant will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The candidate will join a highly talented team of wealth management and client service professional responsible for delivering superior service to sophisticated, high net worth individuals and large complex institutions.

 

Responsibilities

  • Handle all administrative requests and queries from leadership and operation teams
  • Act as point of contact for internal and external clients, responding and routing communication to the appropriate party via phone, email and/or other contact methods
  • Organize and schedule all incoming and reoccurring meetings and appointments
  • Booking travel arrangements  
  • Assist in the preparation of regularly scheduled reports
  • Assist with preparation of meeting presentation materials, documents meeting follow-up and takes supports operational related tasks
  • Participate in team meetings and collaborate with the leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  • Other duties, as assigned

Job Requirements:


Qualifications

  • Four-year college degree or equivalent experience required
  • Excellent interpersonal and verbal/written skills
  • Strong commitment to detail with excellent organization and prioritization skills
  • Proven ability to work in a fast-paced environment, evolving work environment and able to multi-task
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

 

About the Beacon Pointe Advisors

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. We have developed our allWEALTH® client experience which includes access to institutional quality investments, life and legacy planning and impact initiatives such as values based investing, Women’s Advisory Institute and our Next Generation Program. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

 

Interested Candidates:  Please click on the link below to complete a brief assessment. Please ensure your resume is uploaded prior to completing the process. Thank you! California residents are directed to review our California Candidate Privacy Notice.