Job Title: Administrative Support
Locations: Newport Beach, CA 92660
Duration: 12 Months
ABOUT THIS JOB:
Ayco Executive Wealth helps clients achieve their personal financial goals
through education and implementation across key financial disciplines, including
employee benefits, tax planning and investments. We are looking for an
administrative professional to join our fast-paced, team environment.
Duties
Provide administrative support to multiple advisor teams including:
" Preparation, review and editing of confidential correspondence
" Document scanning, management and archiving across multiple systems
" Preparation of travel expense and billing allocation reports
" Preparation and handling of time-sensitive quarterly client tax payments
" Miscellaneous administrative projects as needed
Skills Required
" Strong technology skills including working knowledge of Microsoft Word, Excel, and Outlook
" Ability to work in a fast-paced environment and think clearly under pressure
" Excellent communication skills; team focused
" Extremely organized and detail-oriented