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CW Administrative Assistant_USA_USD

newport coast, CA

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Job description

Administrative AssistantCentral Operations – Administrative Support Ayco Executive Wealth Central Operations Team Administrative ProfessionalAyco Executive Wealth helps clients achieve their personal financial goals through education and implementation across key financial disciplines, including employee benefits, tax planning and investments. We are looking for an administrative professional to join our fast-paced, team environment.Provide administrative support to multiple advisor teams including:Preparation, review and editing of confidential correspondenceDocument scanning, management and archiving across multiple systemsPreparation of travel expense and billing allocation reportsPreparation and handling of time-sensitive quarterly client tax paymentsMiscellaneous administrative projects as neededStrong technology skills including working knowledge of Microsoft Word, Excel, and OutlookAbility to work in a fast-paced environment and think clearly under pressureExcellent communication skills; team focusedExtremely organized and detail-oriented

Worksite address

newport coast, CA, 92657, US

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