OFFICE ADMINISTRATIVE ASSOCIATE Sausalito

A Unique Opportunity at Miracle Mile Advisors – an award-winning independent RIA with an amazing culture and national footprint.

Miracle Mile Advisors is an independent, nationally ranked investment advisory firm with offices in Los Angeles, San Francisco, New York, Portland, Chicago, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards and we are featured in Forbes, Barron’s, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

We are currently looking for a full-time Office Administrative Associate to join the team in our Sausalito office. Our RIA offers multiple avenues of growth, which is why we’re regularly recognized as one of the fastest-growing wealth management firms in the country. This Office Administrative Associate is an entry level position that is instrumental in supporting the advisory team, with upward mobility for multiple career paths and an excellent opportunity to develop within the financial services industry.

Job Responsibilities

• Schedule client review meetings, to include many complex multi-party meetings, both in-person and virtual for Primary Advisor
• Coordinate travel arrangements, including flights, hotel accommodations and car rentals for Primary Advisor
• Monitor Primary Advisor’s schedule and workflow and communicate daily updates and delegations to the rest of the team
• Attend virtual meetings with clients and centers of influence when requested, to take notes and track follow-up items
• Track and enter Primary Advisor expenses for accounting purposes
• Work with Primary Advisor’s personal assistant to make sure everyone is aware of travel plans and scheduling 
• Maintain key client information in CRM and reporting systems
• Order and keep track of office supplies and snacks for the office
• Order daily lunch for staff
• Assist in answering company phones, forwarding calls and taking messages as needed
• Assist with new hires in the Sausalito office
• Backup support for other office locations as needed, such as helping place lunch/office supply orders
• Assist in coordinating office team building events
• Collect and distribute mail
• Act as a point of contact for the Sausalito office for outside vendors
• Be a notary for client needs

Skills & Experience

• Bachelor’s degree required, Business related degree preferred (or relevant work experience may be considered)
• Work or internship experience in the financial industry a plus
• Active Notary or willing to become a Notary
• Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• High level of comfort working with high net worth individuals
• Demonstrated outstanding client service and interpersonal skills
• Exceptional listening, written and verbal communication skills
• Ability to thrive in a team environment
• Time management and organizational skills; ability to manage multiple responsibilities and changing priorities

Competencies & Characteristics

• Ability to handle confidential information with discretion and integrity
• Strong problem-solving and research skills
• Team oriented character with an exceptionally strong work ethic
• Self-starter with close attention to detail
• A high energy level personality with a positive attitude towards challenges
• Ability to independently manage multiple responsibilities and changing priorities
• A commitment to consistently producing a high-quality work product