Administrative Assistant IV Job Listing at City National Bank in Beverly Hills, CA (Job ID 82577)

Description

If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.

The Opportunity

This role will assist with the Portfolio Management team's service delivery processes and provide outstanding client service. Assist the Portfolio Management team in solving client and advisor issues as it relates to operational and logistical inquires. Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services.

The Responsibilities

• Assist with the creation and distribution of Portfolio Review Books, including printing and binding of books;
• Distribute Investment Policy statements and Re-allocation Letters;
• Schedule PM client review meetings;
• Create and submit expense reports in a timely manner;
• Answering phones and queries from clients;
• Assist with Salesforce entries, leveraging Salesforce to put together client meeting calendar for PM

The Qualifications

• Minimum of 5 years' computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint).
• Minimum 5 years' experience in an administrative capacity.
• Excellent verbal, written and interpersonal communication skills required to communicate effectively with all levels of colleagues and clients.
• Strong organizational and prioritization skills.
• Previous experience working in a fast-paced, high volume, deadline-oriented environment preferred.
• Experience in Investment Services experience preferred.
• Must be a self-started with a 'can do' attitude.
• High School diploma with a minimum of five (5) years of general administrative support experience required.

This is the pay range that Magnit reasonably expects to pay for this position:$23.33/hour - $32.14/hour

Benefits: Medical, Dental, Vision, 401K