Administrative Assistant

2 weeks ago


Santa Monica, United States Capstone Global Management Inc Full time $55,000 - $70,000
Job DescriptionJob DescriptionBenefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Profit sharing
  • Tuition assistance
  • Vision insurance

The Administrative Assistant will provide quality administrative support to the Santa Monica Capstone Team. The ideal candidate will be a proactive problem solver with exceptional communication skills and meticulous attention to details. This person should have experience working in an office environment, performing administrative duties, and providing support to C-Suite level managers. Given the dynamic nature of the finance landscape, we rely on employees to be flexible and consistent while maintaining the confidentiality of high-level systems and operations. Our ideal individual will have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, administrative and organizational skills, and the ability to maintain balance among multiple priorities.

This position is expected to be in person daily.
The Ideal Candidate

  • Will provide and lead support to both internal and external parties with a high level of professionalism and in a manner that reflects positively on the organization.
  • A detail-oriented, resourceful self-starter
  • Someone who exhibits sound judgment with the ability to prioritize and make decisions
  • Energetic and eager to tackle new projects and ideas
  • Comfortable interacting with high-level executives
  • A team player capable of cultivating productive working relationships across the firm
  • Prior experience in financial services industry is a plus
Skillset And Qualifications

  • 3-5 years minimum prior experience with administrative assistant duties
  • Excellent proficiency with office productivity tools, including Microsoft Office Suite (Outlook, Word, Teams, PowerPoint, and Excel) as well as Adobe and an aptitude for learning new systems.
  • Strong time management skills and an ability to organize and coordinate multiple concurrent projects
  • Familiarity with the financial/wealth management industry is a plus
  • Ability to maintain confidentiality of information related to the company and its clients
  • Flexible hours as dictated by needs of business for projects and meetings
  • Bachelors degree preferred.
Responsibilities include:

  • All scheduling in CEOs calendar plus assistance to other partners
  • Schedule all departmental meetings; assist in the preparation and distribution of meeting agendas and materials.
  • Assist in generating reports and presentations.
  • Maintain paper and electronic filing systems.
  • Maintain confidential and sensitive information.
  • Be responsive to emails/texts/phone calls, with contact outside normal business hours
  • Answer phone lines and respond to inquiries. Research vendors for various needs, engage and schedule appointments with vendors
  • Routinely perform a wide variety of support duties.
  • Other additional and/or alternative duties as assigned from time to time, including supporting other departments or executives as needed.



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