Administrative Assistant for Boutique Private Wealth Advisory Practice

Business Name: 
Minkoff & Associates
Industry: 
Financial Services
Type of Position: 
Part-Time Job
Grade Level: 
Graduate
Location: 
San Francisco
Days/Hours per Week: 
30 hrs/week
Pay Range: 
Hourly, depending on experience
Benefits: 
  • Sick pay accrual
  • Paid company holidays (if it falls on a day the employee is working)
  • Eligibility of health insurance (details to be discussed)
Position Description: 

Work with a great team to coordinate all client service activities with a focus on delivering the ultimate client experience. We are looking for a team player, interested in facilitating client-servicing activities so that the advisors can focus efforts on growing the firm. We are looking for someone to work 30 hours per week (can be flexible with how hours are structured).

Position Responsibilities: 

Client Care/ Administrative (75%)

• Schedule client appointments and help prepare agendas and forms for appointments

• Conduct client appointment reminder calls, texts and check-in calls on follow up items

• Greet clients upon arrival and extend hospitality to clients

• Maintain client management system and pull client reports for advisors and team

• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

• Order supplies, trouble shoot technical issues, log checks and mail, file, keep office organized

• Perform other allowable duties as assigned by the financial advisor(s)



Business Management/ Operations (25%)

• Assist financial planning assistants with creating paperwork and other ad-hoc projects as it relates to the file prep process

• Help with marketing and client events

Required Qualifications: 
• Focus on client needs and customer service at all times
• Detail-oriented and process driven
• Follows up and follows through
• Exceptional organizational skills with a proven ability to multi-task and manage multiple projects
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Excellent oral and written communication 
• Demonstrated problem-solving abilities
• Ability to excel in a fast-paced, changing environment
• A self-starter who is assertive, proactive, independent, flexible and accommodating
• Expertise with Microsoft Office applications; comfortable learning and navigating new technology and software applications.
 
Preferred qualifications
• Focus on client needs and customer service at all times
• Detail-oriented and process driven
• Follows up and follows through
• Exceptional organizational skills with a proven ability to multi-task and manage multiple projects
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Excellent oral and written communication 
• Demonstrated problem-solving abilities
• Ability to excel in a fast-paced, changing environment
• A self-starter who is assertive, proactive, independent, flexible and accommodating
• Expertise with Microsoft Office applications; comfortable learning and navigating new technology and software applications.

 

How to Apply: 

Please send your resume to Jennifer.James@ampf.com

Application Deadline: 
ASAP

Finance & Administration Sr. Associate Full-Time Internship

Business Name: 
Muso
Industry: 
Non-Profit/Philanthropy
Type of Position: 
Full-Time Internship
Grade Level: 
Graduate
Location: 
San Francisco, CA
Days/Hours per Week: 
40
Pay Range: 
Negotiable
Benefits: 

Medical Benefits

Position Description: 

About the company



Muso is a non-profit focused on building health systems to save lives by reaching people faster. It is an early stage, high growth international non-profit based in San Francisco. This position provides an opportunity to build out financial processes and interface with the company leadership on a daily occurrence. As the company grows, this position will grow with it.



About the Position



Muso’s Finance & Administration Sr. Associate provides accounting, finance and administrative support to key organizational functions, including grant management, US operations and administration. Administrative responsibilities include HR, legal, and IT support for the US office. This position is based in San Francisco, CA and may require international travel. The role reports to the Chief Financial Officer, will support the Finance Manager in Mali, and includes interfacing with the Head of Development and CEO.

Position Responsibilities: 

The responsibilities of the Finance & Administration Sr. Associate may include, but are not limited to:

Accounting & Reporting

• Maintain financial records and prepare accurate monthly financial statements for US operations in a timely and efficient manner

• Consolidate global results and provide support for quarterly and annual reports

• Maintain, manage and improve internal controls

• Provide support for the preparation and filing of organization’s tax returns and other filings

• Coordinate annual financial audit with our Finance Manager in Mali and with our auditors

Grant Management

• Prepare grant budgets, narratives and proposals in collaboration with the Development team

• Understand and follow prescribed donor policies and regulations

• Update grant management tools and planning worksheets on a timely basis

• Lead the preparation of tax filings in both the US and Mali in coordination with the CFO and Finance Manager

• Update donor management system to maintain a current information database

Financial Management

• Support other finance operations, including accounts payable, payroll, tax, treasury and contract management

• Prepare budgets, forecasts and financial analyses

• Prepare financial reports and provide information to management

HR, Legal, and IT Administration of the US Office

• Support the recruitment process for US and international personnel

• Coordinate human resources management for US employees

• Manage software licenses, IT vendors and coordinate staff requests

Required Qualifications: 

• Bachelor’s degree (Accounting or Finance preferred)

• At least 4 years relevant experience in accounting and financial management

• Experience with grant budgets, reporting and accounting

• Proficiency with Quickbooks Online or equivalent

• Highly organized and attentive to detail

• Integrity, honesty, and mission alignment with Muso’s core mission and vision

• Able to work effectively and sensitively across cultures and geographies

How to Apply: 

Please submit a cover letter not exceeding one page and your résumé in a single attachment. Applications must be emailed to chris@vanreuselventures.com.

Your application will not be considered without a cover letter. Muso is an equal opportunity employer. http://www.musohealth.org

Application Deadline: 
ASAP

Social Media Master Part-Time Job

Business Name: 
Coldwell Banker
Industry: 
Real Estate
Type of Position: 
Part-Time Job
Grade Level: 
All University students
Location: 
San Francisco, CA
Days/Hours per Week: 
project based
Pay Range: 
open
Benefits: 

n/a

Position Description: 

I am looking for someone who loves social media and who can help me utilize Facebook, Instagram and YouTube to generate awareness for my brand and ultimately generate business

Position Responsibilities: 

Manage social media platform

Create content

Required Qualifications: 
Social media campaign experience with measurable results
 
How to Apply: 

 Email, text or call: maryannmontano@outlook.com; 415-999-1200

Application Deadline: 
ASAP

Administrative Assistant Part-Time Job

Business Name: 
PMRG
Industry: 
Real Estate
Type of Position: 
Part-Time Job
Grade Level: 
Sophomore
Junior
Location: 
388 Market Street, Suite 1020 | San Francisco, CA 94111
Days/Hours per Week: 
20 hrs a week Flexible from M-F 9-5pm
Pay Range: 
$17
Position Description: 
  • Perform general clerical duties to include but not limited to: photocopying, scanning, filing (both hard copy and electronic), and data entry.
  • Create and modify various documents using Microsoft Office and Adobe Acrobat. 
  • Run company’s errands to and from other properties, post office, and bank.
  • Answer calls.
  • Schedule and coordinate meetings and appointments for the Manager and Director.
  • Assist and conduct research for various TI projects.
  • Assist with rentals and leasing.
  • Preferably looking for a student who's a junor or sophmore and has an interest in real estate. 
How to Apply: 

Emal: jrobinson@388market.com and subject Administrative Assistant Part-Time Job Opening 

Application Deadline: 
Open until filled