Client Services & Reporting Coordinator (Flexible Schedule)

Meketa Investment Group; Carlsbad (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

Meketa Investment Group seeks a Client Service Assistant to provide administrative support to investment staff, manage client reports, and maintain company files. This role requires strong Word/PowerPoint skills and a meticulous approach.

You will coordinate calendars, support committees, and help ensure timely reporting for clients while working closely with colleagues across departments. A proactive, detail-oriented communicator is ideal.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Microsoft Word

Microsoft PowerPoint

Organizational skills

Telephone etiquette

Attention to detail

Communication skills

Time management

Interdepartmental collaboration

Administrative experience

Job description

Meketa Investment Group seeks a Client Service Assistant to provide administrative support to investment staff, manage client reports, and maintain company files. This role requires strong Word/PowerPoint skills and a meticulous approach.

You will coordinate calendars, support committees, and help ensure timely reporting for clients while working closely with colleagues across departments. A proactive, detail-oriented communicator is ideal.