Administrative Specialist

Beverly Hills, CA

Onsite  -  Admin / Clerical  -  Contract  -  Job ID: 21-06823

Administrative Specialist – Hybrid – Beverly Hills – 6-month Contract

  • Responsible for supporting their manager and/or team as designated
  • Represents the manager/team to both external and internal clients consistent with the bank’s culture of relationship management
  • Assist in keeping their manager/team informed, with scheduling, reports, agendas, meetings, and other aspects as needed
  • Involved in special projects that may be repetitive or one-time, which support the team, division, or Bank Working within Bank’s Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional services firms and select nonprofits.
  • Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart.
  • Coordinates "office” functions and activities that may involve mail, phones, supplies, travel arrangements, equipment, moves, facilities, paperwork, and other duties. Often this person is responsible for the coordination of the "office ". This coordination may include logistics associated with the conference or meeting rooms, mail, supplies, pc's, follow through for new hires or other colleague support issues.
  • Completes special projects as assigned. Often has responsibility for or participates in special projects that may be temporary or permanent in nature.
  • Works independently to complete routine departmental or unit functions and/or tasks including, but not limited to, various correspondence, preparing and updating recurring reports and other moderately complex documents which may contain statistical data and/or confidential information requiring accuracy and speed.
  • Proofread and edit drafts and final materials for an appropriate and consistent format, accuracy of financial figures or other data and make corrections as needed.
  • Utilizes word processing programs to create, revise, store and print various documents as required. Inputs various information to computer system via terminal entry according to established procedures.
  • Ensures documents conform to established guidelines pertaining to format, English grammar and style.

    Skills and Knowledge
    • Excellent verbal and written communication skills.
    • Ability to effectively communicate with all levels of Bank personnel and customers.
    • Ability to use computer and various software programs including MS Office applications such as Word, Excel, PowerPoint, etc.
    • Strong interpersonal and organizational skills with the ability to manage multiple priorities.
    • Ability to pay close attention to detail.
    • Proficiency with MS Office applications including Word, Excel, and PowerPoint