Executive Assistant Job Vacancy in Vantage Point Advisors San Diego, CA 92130 – Latest Jobs in San Diego, CA 92130 – updated today
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Company Name : Vantage Point Advisors
Location : San Diego, CA 92130
Position : Executive Assistant
Job Description : What is your purpose? The Executive Assistant will be responsible for supporting the C-Suite Executives and Managing Directors in client matters, overseeing details around their daily activities and assisting in the general business administration of the firm.
What will you impact? The Executive Assistant will be an integral part in assisting with tracking deadlines and assisting in the accounting department. Executive Assistant will be a part of the operational team that will contribute to the development of internal processes, and various administrative needs.
Experience & Requirements:
College degree required, degree in a related field is preferred
Working knowledge in all major business software applications (Office 365, Teams, Zoom, Adobe, etc.)
Experience with QuickBooks preferred
Experience in managing multiple calendars, routing client calls, emails, and tracking deadlines
Ability to prepare engagement letters, presentation materials, and project pitch books
Manage the process of coordinating company meetings both onsite and virtual
Provide general administrative and marketing support as needed
Success Factors & Indicators:
Superb attention to details with the ability to identify errors and inconsistencies
Tech savvy with the ability to learn quickly
Sharp, organized and a great multitasker
Problem solver that has an initiative mindset
Excellent planning and time management skills
Demonstrates professionalism and integrity
Understands and maintains confidentiality
Excellent ability to prioritize work and works well under pressure
Company Culture & Values:
Strong boutique firm with opportunity to learn and work directly with Executive team
Highest level of customer service and work product to clients
Education and growth-based environment
2021 Valuation Firm of the Year, awarded by M&A Advisor
For our team, we are create the “Building blocks” in a person’s finance career; valuing corporate entities is the foundation for all things finance.
Entrepreneurial spirit woven into the company culture
Company Perks:
Medical, Dental and Vision
Paid Time off
Paid Company Holidays
Disability Insurance
401K options
Life Insurance
Company Paid Parental Leave (up to 2 weeks)
Education and/or Professional Certification Reimbursement
Job Type: Full-time
Pay: $70,000.00 – $74,000.00 per year
Benefits:
401(k)
Dental insurance
Employee assistance program
Health insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Supplemental Pay:
Bonus pay
Education:
Bachelor’s (Required)
Experience:
Microsoft Excel: 2 years (Preferred)
Accounting: 1 year (Preferred)
Work Location: One location
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