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Whittier Trust Company · 2 hours ago

Receptionist/Admin Assoc

Newport Beach, CA

Full-time

Onsite

Mid Level

$55K/yr - $70K/yr

3+ years exp

Whittier Trust Company is the oldest privately owned multi-family office on the West Coast, providing exceptional client service and customized investment solutions. The Receptionist/Administrative Associate will be responsible for setting the tone of the office and providing outstanding reception support, including managing phone lines, greeting visitors, and handling office supplies and events.

Finance

Growth Opportunities

Responsibilities

Answering main phone line

Meeting and greeting all visitors

Meeting facilitation including catering orders and meeting room management

CRM management and entry

Kitchen and common space preparation, organization and maintenance

Ordering and management of supplies - both office and kitchen

Incoming and outgoing mail including FEDEX, UPS

Invoice processing

Facilities management including outside services providers

Internal office events (holiday party, etc)

Expense report management or senior team members

Ad hoc duties, as required

Qualification

Microsoft OfficeCRM managementInvoicingExpense reportingCustomer serviceTime managementTeam collaborationEffective communicationDetail-oriented

Required

3+ years in a similar office environment

Excellent working knowledge of Microsoft Office programs including Word, PowerPoint and Excel

Working knowledge of CRM (Microsoft), DMS (Laserfiche) an advantage

Working knowledge of invoicing and expense reporting program

Detail-oriented aptitude; a high degree of accuracy is required

The ability to exercise independent judgment

High energy and customer service oriented

Strong proficiency with Microsoft Office suite especially Excel and Word

A friendly professional demeanor and ability to excel in a team-oriented environment

Effective verbal and written communication skills

High integrity with diligent work ethic

Ability to manage time effectively, set priorities and meet deadlines

Ability to learn and adapt to change

Preferred

4-year degree from recognized university (preferred not essential) or relevant experience

Benefits

Medical

Dental and vision coverage

401(k)

Life insurance

Paid time off

Wellness Program

Annual bonus

Incentive pay

Equity

Company

Whittier Trust Company

Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego, Reno, Portland, Seattle, and Austin.

Founded in 1935

South Pasadena, California, USA

201-500 employees