Office Manager/Receptionist – Beverly Hills Advisory Firm

Beverly Hills, CA

2021-06-03

Looking to hone your office management skills? Our client, a boutique investment/advisory firm, is looking for a proactive, sufficient self-starter to be a part of their dynamic team!

The ideal candidate has 2-3+ years of experience working in a professional firm, investment management, Financial Services, Family office, and strong customer service skills. This is a growing, innovative team looking for an A-player to help them raise the bar. Sound like you? Apply now!

*Not a remote position – will be returning to the office after July*

What You’ll Do:

  • Deliver professional administrative duties, including organizational support, answering the front desk phone, compose and edit letters, memos, e-mails, agendas, investment, and financial spreadsheets
  • Serve as a reliable resource to clients and visitors while supporting investment counselors with research and requested reports
  • Build upon the firms’ culture, structure, service lines, key personnel, and policies and procedures
  • Collaborate with other team members to understand and anticipate client needs, sensitivities, and requirements
  • Learn and provide support with firm's technology platforms, databases, and other tools
  • Support other projects as needed

Who You Are:

  • 3+ years of experience in a professional services firm, preferably in the financial services or wealth management sectors
  • Basic knowledge of investment/financial planning concepts or investment accounting
  • Strong interpersonal skills to communicate with high-net-worth clients and their representatives (i.e., brokers, custodians, trustees, lawyers, accountants, bookkeepers, relatives)
  • Highly motivated individual who takes initiative with minimal direction  
  • Ability to multi-task while meeting and managing deadlines
  • Excellent written and verbal communication skills
  • Strong proficiency in MS Suite, specifically Excel and PowerPoint
  • Licensed California Notary is an added bonus

Why Work Here:

  • Mission Oriented: Be a part of a growing team that always puts its client first!
  • Keep Learning: You’ll never be bored! Be presented with a variety of opportunities where you can tackle a new project while learning from some of the best in the business.
  • Competitive Compensation: Offers a very competitive base for the right person, including bonus and strong benefits (full coverage), 401k match – be a part of a family, not a company!  

If you meet the above requirements, please email your resume to ag@provenrecruiting.com for confidential consideration.

We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting is minority-owned and a strong advocate for diversity and inclusion in the broader community. Do not hesitate to apply now!

#LI-AG5

Proven Recruitinghttps://provenrecruiting.com/https://provenrecruiting.com/wp-content/uploads/2019/10/logo-proven-recruiting.pngpermanent