Administrative Assistant

Administrative Assistant

LHH Recruitment Solutions is seeking a seasoned and polished Administrative Assistant in Foster City. This position will start as a contract with a high chance to extend and/or convert. The admin assistant will be supporting the operations of an established client of ours in the Finance industry. This position is fully on-site and will require candidates to be fully vaccinated and boosted.

Compensation: $30 - $35

Location: Foster City

Work type: fully on-site

Duration: 3-6 months Contract to Hire

Duties

Generate New Account Paperwork and process signed paperwork

Customer-Relationship Management (CRM) - data entry and management

Maintain/reconcile differences between custodian & CRM

Maintain files for compliance

Work with custodians to ensure timely account opening

Provide continuous status updates and communication with associates

Process Assets Held Away for performance reporting data or trading groups

Assist in the coordination of other administrative activities as needed

Requirements

Bachelor’s degree is required

2 years minimum of relevant work experience

Experience with Salesforce is a plus

Experience with Addepar is a plus

Exceptional organizational skills and attention to detail

Ability to think critically and anticipate issues

Good verbal and communications skills

Good relationship buildings skills both inside and outside of the organization

Ability to work in a fast-paced, high-volume, high-pressure environment

“No task is too small” mentality

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records