Administrative Assistant Job at Blankinship & Foster, LLC in California

Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach that provides integrated financial planning and investment management to individuals and families specializing in retirees and near-retirees. Our firm culture and core values are based on being thoughtful and caring, doing what is right, finding solutions, and constantly seeking to learn, grow, and improve. We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team.

Organization Structure

The Administrative Assistant is a member of the Operations Department and reports to the Director of Operations.

Job Summary

The Administrative Assistant position provides support to B&F clients and vendors, as well as employees, and internal teams, such as Client Service team and Advisors. The ideal candidate will have a proven track record of delivering exceptional client service, have a positive attitude and a strong willingness and desire to take ownership of important firm responsibilities.

Duties and Responsibilities

• Provide operational and administrative support to clients, vendors, visitors and employees
• Primary support contact at B&F office
• Assist with client and employee recruiting onboarding and communications
• Schedule and confirm appointments
• Manage records in CRM/document management software
• Document processing (prepare reports, initiate workflows, print, scan)
• Retrieve and distribute correspondence (mail, faxes etc.)
• Provide support for events/meetings/special projects
• Assist with Accounts Payable process
• Order and maintain office supplies and equipment
• Help improve existing processes and procedures
• Contribute to a professional and energetic working environment
• Other reasonable duties and responsibilities as assigned

Requirements and Qualifications

• Ability to work 100% onsite at our office in Solana Beach, CA.
• Client first attitude
• Organized, strong attention to detail
• Excellent written and verbal communication skills
• Ability to work independently; keen ability to prioritize and multi-task
• Self-starter, problem solver and goal-oriented team player
• Strong computer skills, high degree of proficiency with Word, Excel and Outlook
• Strong aptitude to learn and effectively utilize new software
• A team player, enjoys working in a collaborative environment
• CRM software (Salesforce) experience (preferred)
• Minimum 2 years of industry or professional services experience (preferred)

Compensation and Benefits

• Compensation: $55,000 to $85,000/year base salary, commensurate with skills and experience
• Bonus
• Paid holidays
• 401k plan
• Health insurance benefits
• Full-time, non-exempt position

Who Should Apply

If you are a thoughtful, detailed, collaborative, friendly, easy-going individual, passionate about providing high quality service, and are committed to contributing as a team member, please submit your resume and cover letter and let us know the following:

• Why you are a good fit for our firm and position
• How you can contribute
• Provide examples of anything that highlights you or your work

Applications

Qualified applicants should submit a cover letter and resume to Blankinship & Foster, LLC at careers@bfadvisors.com . No phone calls please.

For more information about our firm, please explore our website: www.bfadvisors.com . Blankinship & Foster, LLC is an Equal Opportunity Employer.