Investment Client Support Specialist - Flexible Schedule

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

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