Position Overview:

• Performs a variety of administrative & clerical functions to support the Family Office team (Director + 2 FT Bookkeepers/Acct Mgrs). 
• Handles multiple projects and helps prepare deliverables and relies on experience and judgment to plan and accomplish goals.
• Has knowledge of commonly used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job.
• Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager.

Responsibilities:

• General administrative and clerical support
• Prepare letters and documents
• Sorting credit card statement receipts
• Set up & organizing files, moving files to storage
• Internet research/prepare research reports

Education and Experience:

• College degree preferred
• Knowledge of administrative and clerical procedures
• Knowledge of MS Office and other relevant software applications (Datafaction knowledge a plus)
• Knowledge & experience in assisting bookkeeper
• Knowledge of Excel software + other bookkeeping software helpful
• Excellent customer service principles and practices
• Excellent verbal and written communication skills
• Professional personal presentation
• Strong organizing and planning skills
• Great attention to detail

Location – Century City
Salary 42-46
GREAT benefits

Please send your resume in Word format to:

Allan Fisher
Premier Financial Search
allan@pfssearch.com
(661) 799-0101