Executive Assistant (Financial Advisors)1999 Avenue of the Stars, Los Angeles, CA 90067, USA Req #316 Friday, July 9, 2021The FirmBel Air Investment Advisors LLC provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets.
We offer a diverse mix of proprietary and sub-advisory investment strategies within our open architecture platform.
The firm was founded in 1997, with offices based in Los Angeles and San Francisco, built on a set of client-centric core beliefs which guide its practice.Our clients’ interest always come first.
Over the long term, Bel Air will be best served if we take great care of our clients.
Our reputation is our most valuable asset.Partnership.
Both internally and externally we believe in the value of collaboration and teamwork.
This requires transparency, effective communication and the avoidance of conflicts of interests.High standards.
We hold ourselves and the managers we employ to the highest of ethical and quality standards.
We seek to always be proud of what we do.Satisfying work environment.
We foster a work environment in which each employee is respected for their contribution, challenged to grow and to achieve their potential, supported to do their best and shares in the success of the firm.Giving back.
We recognize that we are part of a larger community and encourage our people to volunteer their time, creativity and financial resources to make our world a better place.Bel Air Investment Advisors LLC employs over 50 individuals including financial analysts, investment advisors, research professionals, portfolio managers, fixed income and equity traders, and administrative support.
The company is looking to add an Executive Assistant to help the team grow.The RoleWhat you will doThis role will provide executive support a high performing advisor team.
Duties require strong organizational skills, communication skills (both written and verbal) and the ability to work quickly, proactively and positively with employees at all levels in the company.
Being able to fully embrace the company’s vision and culture are vital to success.Manage client meetings to include scheduling, attendance during engagements and assurance of execution for follow up action itemsTrack expenses and file expense reportsCoordinate business travel with full accommodationsMonitor and organize email correspondenceWork with IT support to solve complex issues when neededManage calendars to ensure adequate planningTranscribe written documents to electronic formats; manage filingPrepare agendas and offsite meetings for Hightower Advisor CouncilWork with the Bel Air team to support administrative needs of Bel Air AdvisorsMay need to coordinate some personal matters as neededCoordinate medical and dental appointmentsSchedule and manage appointments and projects for all personal and business interestsManage/complete personal errands as requestedCoordinate with tax, legal and professional advisors as necessaryCoordination and execution of holiday gifts, cards, etc.What you needBachelor’s degree or equivalent experienceExperience in an administrative or similar roleTravel experience required (Private and Commercial air, hotel, car, drivers, etc.)Strong attention to detail but able to see big pictureFlexible schedule and availability outside of normal work hoursSuperior interpersonal skills to handle sensitive and confidential situationsDemonstrated ability to juggle multiple competing tasks and demandsReliable, dependable, trustworthy and discreetAbility to take initiative and execute the tasks that need to be completedTech-savvy and comfortable using multiple online toolsProfessional, composed and diplomatic, especially amidst challenging or stressful engagementsIdeal CandidateWe are looking for someone who is smart, reliable, flexible, self-sufficient and is willing to be accountable for running the daily functions of a busy executive, professionally and personally, as well as working with a team.This person is a proactive, can-do individual with a mature outlook and possesses the ability to juggle competing priorities with calm, grace and a friendly sense of humor.
The ideal candidate will be able to make a long-term commitment to the role to increase productivity and grow his/her knowledge of the supported executive and team.This position is suited to someone who thrives in a supportive role yet is assertive when required.
This person is a quick learner, proactive and can easily anticipate the needs of others.Other detailsPay Type Salary