Operations Associate/Receptionist – Investment advisory firm

Los Angeles, CA

2021-05-22

Amazing long-term opportunity at a boutique firm of investment advisors in Beverly Hills who are seeking a Operations Associate/Receptionist! If you'd consider yourself to be highly proactive and detail oriented, read on! 

*Not a remote position

What you'll do:

  • Provide professional administrative and organizational support including answering front desk phone
  • Greet and serve as a general resource to clients and visitors
  • Compose and edit letters, memos, e-mails, agendas, investment and financial spreadsheets and other related documents
  • Assist investment counselors with research and requested reports
  • Learn and provide support with firm's technology platforms, databases, and other tools
  • Collaborate with colleagues to understand and anticipate client needs, sensitivities and requirements
  • Develop an understanding of the Firms’ culture, structure, service lines, key personnel, and policies and procedures

Who you are:

  • 3+ years of direct experience in a professional services firm, preferably in the financial services industry
  • Basic knowledge of investment/financial planning concepts or investment accounting is a plus
  • Licensed California Notary is a plus
  • Excellent written and verbal communication skills
  • Strong interpersonal skills to communicate with high-net-worth clients and their representatives (i.e., brokers, custodians, trustees, lawyers, accountants, bookkeepers, relatives)
  • Must be a team player with a willingness to remain proactive and flexible, take on additional tasks as necessary and adjust to changing priorities
  • Team player who can take on additional projects and manage multiple deadlines
  • Highly proficient with MS Office as well as other enterprise software

Why work here:

  • Long-term opportunity: We are looking for someone who wants to invest in the firm for years to come!
  • Never have a boring day: There are always projects and new tasks to take on here as you learn the in's and out's of the business and the firm's clients. This is not "just" a Receptionist role!
  • Competitive compensation package: Base, bonus, and strong benefits – because this firm takes care of its people!

Please email your resume to mdavis@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-MD

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