Client Service Assistant

Meketa Investment Group; Carlsbad (CA); On-site; USD 52,000 - 65,000; Full time

Job summary

Meketa Investment Group is seeking a Client Service Assistant to provide essential administrative support in Carlsbad, CA. The role involves assisting investment staff, producing reports, and maintaining company files, calendars, and contacts.

The position reports to the Administrative Manager. Candidates should have at least 2 years of corporate administrative experience, strong MS Office skills, excellent organizational abilities, and a client-focused, detail-oriented approach to ensure

Qualifications

• Two years of administrative experience in a corporate setting is required.
• Proven skills in MS Office, especially Word and PowerPoint, and strong reporting abilities.
• Excellent organizational, communication, and detail-oriented mindset are essential.

Responsibilities

• Provide administrative support to the investment staff, operations, and systems teams as needed.
• Prepare client-ready reports and correspondence, including editing, printing, binding, and distributing quarterly reviews.
• Coordinate and maintain company files, calendars, and contacts in the databases.
• Facilitate team communications to ensure timely reporting for clients and meeting deadlines.
• Back up the receptionist and handle routing of calls, visitors, and mail.

Skills

Strong organizational skills

Professional telephone manner

Excellent attention to detail

Strong social skills

Time-sensitive accuracy

Cross-department collaboration

Adaptability/learning

2+ years administrative experience

Prepare client reports & comms

Support for investment/ops/systems

Facilitate team communications

Manage reporting deadlines

Back-up receptionist duties

Tools

Microsoft Office

Job description

We are always looking for smart, motivated people to join our growing firm

We recognize that our workforce is a reflection of the company. Meketa makes every effort to create an atmosphere that encourages personal growth, professional development, and overall happiness.

Stephen P. McCourt, Managing Principal / Co-CEO

Meketa is aware of fraudulent job post schemes, such as phishing emails, that invite candidates to apply and interview for positions at Meketa. We take this matter very seriously. Please be aware that Meketa does not send unprompted emails soliciting applications or offering interviews. If you have applied for a position at Meketa through our Careers Page, any follow up communication will be come from “@echo.newtonsoftware.com”. Any emails from accounts that do not end in “@meketa.com” or “@echo.newtonsoftware.com” are fraudulent. Suspicious messages can be reported to Meketa at [e-mail].

Please see the list of current opportunities below.

Most positions have one opening, however, the position can be filled at any location listed.

Position:Client Service Assistant

Location: Carlsbad, CA

Job Id:625

# of Openings:1

Client Service Assistant

The Client Service Assistant is primarily responsible for providing administrative support to the investment staff, including word-processing, report production, and coordinating and maintaining company files. The Client Service Assistant is also responsible for maintenance of contacts and calendars within the company’s contact databases. The Client Service Assistant reports to the Administrative Manager.

Required Skills:

• Proven knowledge and facility with Microsoft Office software, especially Word and PowerPoint
• Strong organizational skills
• Professional telephone manner
• Excellent attention to detail
• Strong social skills
• Ability to work accurately in a detailed and time-sensitive environment
• Work well with employees from other company departments
• Ability to learn and understand the different facets of our business
• Minimum of two years of administrative experience in a corporate setting
• Prepare client-ready reports and correspondence, including editing, printing, binding, and distributing client quarterly reviews
• Provide administrative support to investment, operations, and systems staffs as needed
• Facilitate team communications to ensure timely reporting for clients.
• Ensure timely reporting for clients by managing reporting deadlines for the client team
• Provide support for one or more assigned committees, which includes scheduling and attending meetings, formatting and distributing agendas and meeting materials, taking and distributing minutes, and recording votes.
• Maximize company productivity through proficient use of appropriate software applications
• Work with other members of the administrative staff to establish and communicate broadly uniform administrative procedures and practices
• Provide backup for the receptionist, including answering and screening in‑coming calls, greeting visitors, mail and fax distribution, and the preparation of facilities for in-house meetings
• Fulfill any and all other duties deemed necessary by management

Measures of Success:

• Accuracy and timeliness of client report production and correspondence
• Degree of professionalism in telephone communications with clients and others
• Responsiveness to requests for administrative support, including requests for word processing and report production assistance
• Improvements in quality and efficiency of work product
• Levels of satisfaction of company employees, clients, and guests as end-users of the Client Service Assistant’s Service

About Meketa Investment Group

Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 200 employees among our six U.S. office locations and London.

Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.

Meketa is an Equal Employment Opportunity and Affinity Action Employer.

If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.

Meketa is an Equal Employment Opportunity / Affi…

All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, ancestry, gender identity, genetic information, age, sexual orientation, pregnancy, medical condition, disability, marital status, veteran or military status, relationship or association with a protected veteran, or any other characteristic protected by federal, state, or local law.