Executive Assistant

Summary

This position is responsible for providing administrative support to multiple managers and executives.

• Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates.
• Understands and complies with the requirements of all laws and regulations applicable to the position.
• Coordinate, schedule, and confirm meetings, conferences, and special events
• Carry out general administrative duties to include composing letters/emails, answering telephones, photocopying/faxing, creating spreadsheets, and preparing presentation material
• Responsible for client communication regarding signatures, documentation, online access, and account inquiries
• Respond to client requests for information or direct them to the appropriate person
• Prepare for client portfolio reviews through APX and direct client communication
• Create and maintain client service records
• Provide sales support for meetings
• Coordinate follow-up with prospects, clients, and referral sources
• Maintain an extensive CRM contacts database
• Create and maintain Pipeline reports and client files
• Design announcements and other collateral materials as needed
• Mass mailing, i.e., announcement cards & events
• Prepare and track expense reports
• Assist as needed in the account opening process for new clients, including documentation and asset transfers
• Cover the receptionist desk as needed
• Prepare overnight delivery labels as needed
• Assist in special projects as needed
• Perform other duties as assigned

The salary range budgeted for this position represents the Company's good-faith minimum and maximum for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.

• Irvine, CA: $68,600 - $97,400 (Annually)

Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• High School diploma or equivalent required;
  Bachelor’s degree preferred
• Minimum of 3 to 5 years of related experience required
• Background in sales support/marketing and knowledge of financial concepts preferred

• PC proficiency in Microsoft Office, Photoshop, and Client relationship management programs (we use CRM).
• Highly organized and flexible
• Excellent verbal/written communication skills with the ability to effectively communicate with all levels of personnel
• Self-motivated, detail-oriented team player
• Ability to research using the Internet

While performing the duties of this job, the employee is regularly required to sit for long periods of time; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; and communicate on the phone wearing a headset for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

This job description is subject to change at any time.

First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.