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Administrative Assistant

2 months ago

San Diego, United States CoastEdge Partners Full time

Background: CoastEdge Partners, LLC is an independent private investment/multi-family office based in La Jolla, CA. We manage and advise over $1.7 billion of assets to a select group of high-net-worth individuals, families, corporations and foundations. Our business model is truly unique, and we are poised to continue to grow our global investment platform. CoastEdge is registered as an investment advisor with the U.S. Securities and Exchange Commission. More information on our firm can be found at


Job Description: The Administrative Assistant will provide administrative support to the firm and personal support to the Co-Managing Partners to ensure efficient operations of the company. This role will be comprised of approximately 50% firm-related administrative support and 50% personal-related administrative support. Based in La Jolla, this full-time position requires the individual to be personable, detail-oriented, and comfortable working in a small but dynamic business. 


Work Responsibilities: Reporting to the Managing Partners, the Administrative Assistant is responsible for, but not limited to: 


• Performing receptionist/front desk duties such as receiving visitors, answering phones, and directing calls

• Managing executives’ calendars, appointments, and travel arrangements efficiently

• Undertaking comprehensive travel planning for personal travel itineraries, including researching and booking flights, accommodations, transportation, and dining; performing initial pricing and ongoing price monitoring

• Receiving, screening, and distributing mail and packages

• Preparing meeting materials and work products using printing/copying/binding machines

• Carrying out a variety of personal tasks that increase Managing Partners’ efficiency, including making restaurant reservations, scheduling personal appointments, etc.

• Handling confidential information with discretion and professionalism

• Preparing and submitting Managing Partners’ expense reports

• Coordinating small firm and personal events

• Providing general administrative support with ad hoc projects

• Provide additional support for facilities and office management


Competencies/Education: 

• Strong verbal, written, and interpersonal communication skills

• Outstanding organizational skills with an excellent attention to detail and accuracy

• Proficiency in Microsoft applications including but not limited to Outlook, Word, Excel and PowerPoint

• Interest in the financial industry preferred but not required

• Bachelor’s degree preferred • 2+ years of related experience preferred

• Solid character references required


Personal Characteristics:

We believe the candidates with the best chance of success in this role should have previous experience in an administrative and/or personal assistant role and is seeking a long-term position in the same capacity.


Additionally, the ideal candidate would have:

• Proactive individual with propensity to take initiative

• Resourcefulness and keen ability to problem-solve

• Relentless attention to detail with exceptional organizational and time management skills and focus on quality

• Dedication to superior client service and ability to remain poised under pressure

• The highest level of personal ethics and integrity and a strong commitment to CoastEdge’s values and discretion (While performing the duties of this position, the employee will view, have access to, and work with confidential data. The individual in this position must adhere to strict confidentiality policies and procedures.) 


Job Type: Full-time

Work Authorization: United States

Work Location: La Jolla, California

Work Hours: Monday – Friday, 8am – 5pm


Benefits:

• Health insurance

• Dental insurance

• Vision insurance

• Paid time off

• Flexible spending account

• 401(k)


Schedule:

• 8 hour shift

• Day shift

• Monday to Friday


Education:

• Bachelor's (Preferred) 


Experience:

• Administrative Experience: 3 years (Preferred)

• Microsoft Office: 3 years (Preferred)


Work Location:

• One location


Work Remotely:

• Hybrid