Receptionist/Administrative Assistant - Remote at AlTi Tiedemann Global San Jose, CA

Itlearn360; San Jose (CA); Remote; USD 35,000 - 50,000; Full time

Job summary

Une entreprise innovante cherche un(e) Réceptionniste/Assistant Administratif à distance. Le candidat idéal sera axé sur le service, dotés de compétences exceptionnelles en communication et d'une maîtrise nécessaire des outils Google. Dans ce rôle, vous soutiendrez l'équipe par la gestion des tâches administratives et la communication avec les clients.

Benefits

Programme d'assistance aux employés

Horaires flexibles

Congés payés

Assistance au développement professionnel

Programme de parrainage

Qualifications

• Compétences en Google Workspace (Sheets, Docs, Calendar) requises.
• Expérience avec des outils d'IA comme ChatGPT.
• Excellentes compétences en communication écrite et verbale.

Responsibilities

• Gérer les appels téléphoniques, les e-mails et les demandes des clients.
• Planifier et coordonner les rendez-vous à l'aide de Google Calendar.
• Maintenir et mettre à jour les dossiers à l'aide de Google Sheets et Docs.

Skills

Communication

Organisation

Proficience Google Workspace

Service à la clientèle

Job description

Receptionist/Administrative Assistant - Remote job at AlTi Tiedemann Global. San Jose, CA. Company Description

Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets. Job Description We are seeking a driven and detail-oriented Receptionist/Admin Assistant to join our team. This fully remote position is ideal for someone with a heart for service who aligns with our mission. The ideal candidate will be tech-savvy, possess exceptional communication skills, and thrive in an environment that prioritizes generosity, integrity, and making a difference. Key Responsibilities

• Answer and manage phone calls, emails, and client inquiries with professionalism and care.
• Schedule and coordinate appointments using Google Calendar.
• Maintain and update records using Google Sheets and Docs.
• Use AI tools such as ChatGPT to create emails, templates, and assist with content creation as needed.
• Provide outstanding customer service to clients and vendors.
• Assist with administrative tasks, data entry, and invoicing.
• Support the management team on special projects or additional duties as needed.

Requirements

• Strong proficiency in Google Workspace (Sheets, Docs, Calendar).
• Familiarity with AI tools like ChatGPT for professional use.
• Professional and friendly phone personality.
• Excellent written and verbal communication skills.
• Highly organized, detail-oriented, and able to manage multiple tasks efficiently.
• Reliable internet connection and a suitable home office setup.
• A passion for serving others and aligning with our mission.

Benefits

• Employee assistance program
• Flexible schedule
• Paid time off
• Professional development assistance
• Referral program

Schedule

• 4 hour shift
• Monday to Friday

Work Location: Remote