EIMS · 1 week ago
Assistant Office Operations Manager
Los Angeles, CA
Full-time
Onsite
Senior Level, Lead/Staff
15+ years expEIMS is a dynamic, growing company with Swiss roots that provides financial and business management services to ultra-high net worth individuals and companies. The Assistant Office Operations Manager will handle various duties for client accounts, ensuring timely responses to client requests and assisting with administrative tasks related to HR, IT, and operations.
AdvertisingB2BDirect Marketing
Responsibilities
Open bank accounts
Calendar ongoing administrative tasks
Ensure that deadlines for all tasks are met well in advance
Update various forms and sheets related to administrative tasks
Draft and review letters, agreements and emails
Review and summarize existing service agreements
For internal use, create detailed descriptions of work performed for clients considering the services outlined in their service agreements
Draft communications to clients in light of the clients’ service agreements and work performed
Monitor procedures for administrative tasks and projects, such as the procedure for a distribution from a client account
Create structure charts, proposals and client presentations
Interface with clients and carry out various requests
Coordinate with accountants and other third-party advisers for tax return preparation and other essential tasks for an account
Coordinate internally with legal, accounting and investment specialists regarding client matters
Coordinate signatures for official client documents and ensure consistency among documents that are related to each other
Draft internal memos, charts, and instructions for various tasks and procedures
Coordinate apostille and/or notary services for entity documents
Handle special projects as needed
Assist with billing-related matters
Qualification
Required
Experience: 15 years in a private setting
Proficient business writing, type 65 - 70 wpm
Excellent grammar and proofreading abilities
Proficient in Microsoft Office (Dynamics 365, Outlook, Word, Excel, PowerPoint, etc.), and Adobe Acrobat
Superb attention to detail
Ability to think critically and reason with respect to business, financial and organizational matters
Good communication and interpersonal skills
Independent worker
Ability to work in a fast-paced environment and prioritize
Company
EIMS
EIMS is a direct sales and marketing agency.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase