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Administrative Specialist

Company: The Judge Group
Location: Beverly Hills
Posted on: April 9, 2021

Job Description:

Location: Beverly Hills, CA Description: Our client is currently seeking a Administrative Specialist in Beverly Hills! This job will have the following responsibilities:

  • WHAT IS THE OPPORTUNITY? This person is responsible for supporting their manager and/or team as designated. This person represents the manager/team to both external and internal clients consistent with the culture of relationship management. They assist in keeping their manager/team informed, with scheduling, reports, agendas, meetings, and other aspects as needed. Often this person is responsible for the coordination of the "office". This coordination may include logistics associated with the conference or meeting rooms, mail, supplies, pc's, follow through for new hires or other colleague support issues. This person often is also involved in special projects that may be repetitive or one-time, which support the team, division, or CNB. Private Banking Division Working group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional services firms and select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart.
  • --- Supports manager/team as assigned by keeping he/she/them informed of activities impacting assigned group. Assists with scheduling, reports, agenda's, or other activities as required. Frequently interfaces with internal and external clients and is responsible for exhibiting exemplary customer service in all interactions.
  • --- Coordinates "office" functions and activities that may involve mail, phones, supplies, travel arrangements, equipment, moves, facilities, paperwork, and other duties.
  • --- Completes special projects as assigned. Often has responsibility for or participates in special projects that may be temporary or permanent in nature.
  • --- Works independently to complete routine departmental or unit functions and/or tasks including, but not limited to, various correspondence, preparing and updating recurring reports and other moderately complex documents which may contain statistical data and/or confidential information requiring accuracy and speed. Proofread and edit drafts and final materials for an appropriate and consistent format, accuracy of financial figures or other data and make corrections as needed..
  • --- Utilizes word processing programs to create, revise, store and print various documents as required. Inputs various information to computer system via terminal entry according to established procedures.
  • --- Ensures documents conform to established guidelines pertaining to format, English grammar and style.
  • --- Assists in gathering information from various sources (i.e., internal files, computer reports, etc.) and organizing into specified/established format. Performs various operations (e.g., mathematical calculations, sorting data, etc.) on information gathered from various sources for use by assigned Manager or staff members. Contacts customers and/or Bank personnel to request information/documentation.
  • --- Sets up and maintains filing systems, sorts and files various documents and maintains records of materials removed from files. May prepare indexing/cross-referencing aids. Make routine checks and comparisons of data by using various departmental sources (i.e., computer reports, filing systems, etc.) to verify information.
  • --- Answers and screens incoming calls. Forwards to appropriate Manager/department personnel based on established directory listing. Makes and schedules appointments and/or meetings for assigned Manager.
  • --- Opens, sorts, date stamps and distributes incoming mail for assigned Manager. Stuffs, seals and addresses outgoing mail for distribution through various mailing systems (inter-office, U.S. Post Office, etc.). May act on incoming correspondences as directed by Manager. Photocopies documents as required. Qualifications & Requirements:
    • H.S. Diploma or GED
    • --- Minimum 2 years in an administrative capacity within a corporate environment required Skills and Knowledge
    • --- Excellent verbal and written communication skills.
    • --- Ability to effectively communicate with all levels of Bank personnel and customers.
    • --- Ability to use computer and various software programs including MS Office applications such as Word, Excel, PowerPoint, etc.
    • --- Strong interpersonal and organizational skills with the ability to manage multiple priorities.
    • --- Ability to pay close attention to detail.
    • --- Proficiency with MS Office applications including Word, Excel, and PowerPoint. If you're interested in a new role, please reach out to For immediate consideration, please attach your resume. Contact: This job and many more are available through The Judge Group. Find us on the web at

Keywords: The Judge Group, Beverly Hills , Administrative Specialist, Administration, Clerical , Beverly Hills, California

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