Executive Administrative Assistant Job in Irvine 92614, California US
Executive Administrative Assistant
Type: Full-Time
Salary: Competitive salary plus benefits (medical, dental, vision, 401(k))
Industry: Financial / Retirement Planning
Growing retirement plan consulting practice located in Irvine, CA seeking highly motivated and organized individual looking to expand his/her profession.
Primary Responsibilities:
§ Project coordinator for all client deliverables (e.g.: Quarterly Investment Reports, Request for Proposals (RFP); Annual Board Reports)
§ Provide proofreading and quality control for all reports/presentations
§ Meeting preparation (includes printing and binding reports/presentations and all other meeting materials)
§ Draft meeting minutes via teleconference or in-person at client meetings
§ Manage consultant calendars by setting and confirming appointments
§ Answer phones / interface with clients
§ Prepare letters and mailings
§ Assist Accounts Receivables with invoicing clients
§ Assist in the development and preparation of collateral marketing materials
§ Develop and maintain office procedures manual
§ Prepare outgoing mail and distribute incoming mail
§ Order and maintain office supplies
§ Maintain office equipment (printer, copier, fax)
§ Maintain and organize client files (electronic and paper)
§ Coordinate holiday/special occasion cards/gifts to clients
§ Coordinate office luncheons/special events
Required Skills:
§ Intermediate knowledge of Microsoft Office (Word, Excel and PowerPoint)
§ Knowledge of ACT! Database
§ Internet browsing/search engines
§ Strong written and verbal communication skills
§ Excellent organizational and project management skills
§ Prior professional office experience
Educational Requirements:
§ Bachelor’s degree