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 Administrative Assistant/Financial Services

Details
Country: USA
Location: CA San Diego
Total applied: 22

Relevant Work Experience: 2+ to 5 Years
Career Level: Experienced (Non-Manager)
Education Level: Associate Degree
Job Type: Employee
Job Status: Full Time

Administrative Assistant/Financial Services

Nexcore Capital, Inc., a dynamic financial services firm located in Sorrento Valley,?only minutes from Torrey Pines State Beach, has an opportunity for?a proactive administrative assistant who will work with?officers as well as a few investment advisor representatives. Our companies include a securities broker-dealer and an SEC-registered Investment Advisory Firm.? The ideal candidate should?possess?excellent verbal, written, and interpersonal communication skills working with all levels of?an organization as well as in dealing with clients, product providers,?and other institutional representatives.?He/she must possess work experience in either investment?advisory services or at a financial services firm.?

?

Duties:

Daily verbal and e-mail correspondence with product providers, our two?clearing firms, OSJs, and operations departments.

Draft or compose routine correspondence or documents.

Strong abilities in standard office tasks, such as: answering telephones, developing and maintaining charts, ordering supplies, scheduling meetings and visits, preparing reports and presentations, coordinating travel, maintaining files, and maintaining and managing calendars.

Perform administrative and related office duties of a confidential nature.

Handle expense reporting and as well as working?creatively on both?individual and team projects.

?

Skills Required:

-???????? Excellent written and oral communication skills.

-???????? Strong interpersonal communications skills.

-???????? Ability to multitask and work independently in a fast-paced environment.

-?????????Excellent typing and spreadsheet skills.

-???????? Must be proficient in Microsoft Office suite (Word, Excel, Access, Power Point & Outlook).

-???????? Ability to operate under pressure in a faced-paced dynamic environment.

-???????? Strong organizational and discretionary skills.

-???????? Shorthand a plus.

-???????? Proficiency in screening calls and e-mail.

?

Education/Experience:

-???????? Degree in business or equivalent a plus.

-???? Minimum 2 years' work experience in financial services.

-???????? Must possess experience either at an RIA or?in investment banking.

-???????? Series 7 and 63 licenses a plus.

?

Nexcore employees enjoy?benefits such as medical and dental insurance and free gym membership!

?

To apply for this challenging position, kindly include your salary requirements as part of your cover letter, and then attach your resume in a Word document and e-mail to:? careers@nexcorecapital.com

?

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