Description
Who are we?
We’re Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients’ needs. We manage over $40 billion in assets and believe in the philosophy of creating value and managing risk with active management, using robust quantitative analysis and qualitative insights.
What do we value?
Great People with Great Values. Integrity, service, excellence, education and teamwork are the values that define the culture at Chandler Asset Management.
In addition to our core values, our culture is defined by 27 fundamental behaviors that describe our culture, set us apart and drive our success. From the beginning, we’ve always wanted to deliver total piece of mind through extraordinary performance. We believe our extraordinary performance and culture are driven by our dedicated and committed people.
What’s the job all about?
The Administrative Associate plays a critical role in creating a welcoming environment for guests, facilitating communication through call management, and ensuring smooth day-to-day office operations. This role involves a variety of administrative duties, from office supplies procurement to scheduling, and supporting various tasks such as data entry and account receivables functions.
The essential functions of the role include:
- Professionally answer, screen, and transfer incoming calls.
- Greet and announce guests courteously.
- Organize, track, and restock office supplies as necessary.
- Prepare the office for client meetings and order and picking up lunches for staff lunches.
- Coordinate travel arrangements, including flights, accommodations, and ground transportation.
- Manage daily mail duties: opening, stamping, and distribution.
- Oversee shipments, including the preparation of presentations and RFPs.
- Schedule and maintain the availability of conference rooms.
- Ensure the cleanliness of common areas, specifically conference and break rooms.
- Update and distribute the Company Contact Extension List as changes arise.
- Liaise with office vendors such as janitors, plumbers, cleaners and electricians.
- Handle scanning, filing and storage tasks; coordinate internal and external storage needs.
- Support the Accounts Receivable department by depositing and recording checks in QuickBooks.
- Oversee the maintenance of office equipment, including troubleshooting print-related issues.
- Update client information in Salesforce CRM.
- Carry out additional tasks and responsibilities as directed by the Supervisor.
Requirements
This Team Member will have:
- Education: Bachelor’s Degree in Business Administration or a related field is preferred.
- Experience: Minimum of 0-2 years in an administrative role. Familiarity with QuickBooks, Bill.com, Concur and Salesforce is a plus.
- Computer Skills: Must be proficient in Microsoft Outlook, Word, and Excel.
- Communication Skills: Effective oral and written communicator with a willingness to ask questions and learn from colleagues.
- Organizational Skills: Capable of prioritizing tasks, multitasking, and meeting deadlines.
- Data Management: Some experience in data entry, basic reporting, filing, and scheduling is required.
- Customer Service Skills: Demonstrated proficiency in providing professional customer service and telephone etiquette.
- Adaptability: Openness to learning and adapting to new tasks or challenges.
- Commitment: A genuine enthusiasm and dedication to achieving company goals.
- Valid Driver License: Required
- Notary License: CA Notary Public License is a plus.
- Schedule: Must be available to work from 8 am to 5 pm, Monday to Friday, in the San Diego office.
What we can offer you!
Medical, Dental, Vision, HSA & FSA
Life & AD&D
Short-Term & Long-Term Disability
Accident & Critical Illness
Employee Assistance Program
Employee 401(k) Plan
ESOP
Employee Discounts
Paid Time Off
Paid Holidays
Fun Company Events
Ready to join our team?!
Please note before submitting an application: as a company, we take hiring very seriously. Although we are unable to follow-up with each and every applicant, we do our best to run a thorough process for candidates with whom we identify a potential fit. Chandler Asset Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage or any other protected classification, in accordance with applicable federal, state, and local laws. Those applicants requiring accommodation to complete the application and/or interview process should contact a management representative.
