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Investment Administrative Assistant Jobs in California

Administrative Assistant – Global Investment Banking Firm - Up To $150K Doe
By Career Group At San Francisco, CA, United States
Handling expenses, budget management, and other financials
Minimum 5-10 years’ experience in administrative support; finance experience required
Experience in handling confidential information with discretion and professionalism
Excellent written and verbal communication skills
Managing heavy calendars for executives with great attention to detail
Coordinating heavy domestic and international travel with itineraries
Administrative Assistant – Global Investment Banking Firm - $110K + $120Kbonus
By Career Group At San Francisco, CA, United States
Handling expenses, budget management, and other financials
Minimum 5-10 years’ experience in administrative support; finance experience required
Experience in handling confidential information with discretion and professionalism
Excellent written and verbal communication skills
Managing heavy calendars for executives with great attention to detail
Coordinating heavy domestic and international travel with itineraries
Administrative Assistant – Global Investment Banking Firm - $110K + Bonus
By Career Group At San Francisco, CA, United States
Handling expenses, budget management, and other financials
Minimum 5-10 years’ experience in administrative support; finance experience required
Experience in handling confidential information with discretion and professionalism
Excellent written and verbal communication skills
Managing heavy calendars for executives with great attention to detail
Coordinating heavy domestic and international travel with itineraries
Administrative Assistant - Investment Banking Technology
By Jefferies At San Francisco, CA, United States
5 plus years of experience working in Investment Banking.
Strong written and verbal skills.
Supporting Investment bankers from junior to senior level.
Maintain executives' calendar, schedule all meetings and conference calls, handle meeting conflicts and prioritization issues.
Prepare and submit all expense reports.
Coordinate travel both domestic and international.

Are you looking for an exciting opportunity to use your administrative skills to help drive investments? We are looking for an Investment Administrative Assistant to join our team and help us manage our investments. You will be responsible for providing administrative support to our investment team, including preparing documents, tracking investments, and providing customer service. If you are a detail-oriented individual with excellent organizational skills, this could be the perfect job for you!

Overview The Investment Administrative Assistant is responsible for providing administrative support to the Investment team. This includes providing administrative assistance to the Investment team, managing the investment portfolio, and providing customer service to clients. Detailed Job Description

The Investment Administrative Assistant is responsible for providing administrative support to the Investment team. This includes providing administrative assistance to the Investment team, managing the investment portfolio, and providing customer service to clients. The Investment Administrative Assistant will be responsible for the following duties:

• Manage the investment portfolio, including tracking investments, monitoring performance, and making recommendations for changes.
• Prepare reports and presentations for the Investment team.
• Assist with the preparation of investment proposals and presentations.
• Maintain client records and ensure accuracy of data.
• Provide customer service to clients, including answering questions and resolving issues.
• Assist with the preparation of financial statements and other documents.
• Assist with the preparation of investment reports and presentations.
• Assist with the preparation of regulatory filings.
• Assist with the preparation of investment proposals and presentations.
• Assist with the preparation of investment research.
• Assist with the preparation of investment strategies.
Job Skills Required
• Knowledge of investment principles and practices.
• Knowledge of financial markets and instruments.
• Knowledge of financial analysis and portfolio management.
• Excellent organizational and communication skills.
• Ability to work independently and as part of a team.
• Ability to manage multiple tasks and prioritize work.
• Proficiency in Microsoft Office Suite.
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field.
• At least two years of experience in an administrative role.
• Knowledge of investment principles and practices.
• Knowledge of financial markets and instruments.
• Knowledge of financial analysis and portfolio management.
• Excellent organizational and communication skills.
Job Knowledge
• Knowledge of investment principles and practices.
• Knowledge of financial markets and instruments.
• Knowledge of financial analysis and portfolio management.
• Knowledge of regulatory requirements.
Job Experience
• At least two years of experience in an administrative role.
• Experience in the financial services industry.
Job Responsibilities
• Manage the investment portfolio, including tracking investments, monitoring performance, and making recommendations for changes.
• Prepare reports and presentations for the Investment team.
• Assist with the preparation of investment proposals and presentations.
• Maintain client records