Overview
Legal Administrative Assistant Jobs in Sacramento, CA at Civitas Advisors
Position Information
The Executive Assistant will provide high-level administrative support to the CEO and the Executive Team members. Reporting directly to the CEO, this role manages the operations, administrative support and accounting for Goldbach Financial, Inc. which provides governance to the Raymond & Marie Goldbach Foundation, Inc. and various family trusts and estate. The Executive Assistant provides support to the senior executives within the executive management team by effectively planning and orchestrating work to ensure that the executives’ priorities are met, organizational goals achieved, and best practices are upheld. In addition, this role serves as a liaison to the Company’s Board of Directors. The ideal individual will have the ability to exercise good judgment in a diversity of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities.
Essential Functions
Provide organization, support, banking and accounting to the operations of Goldbach Financial, Inc, including the managed entities of Raymond and Marie Goldbach Foundation, Inc. and various family trusts and estate
Coordinate, maintain and file requisite documents for taxation compliance and filings required by Goldbach Financial operations
Coordinate activities of the Foundation by managing various scholarship programs and fielding and researching grant applications received
Coordinate invitations and logistics for various sporting, entertainment and arts events sponsored by the CEO and the Company
Organize calendar management, resolve scheduling issues, and manage content and flow of information involving senior executives
Organize team communications and plan events as applicable
Manage sensitive matters with a high level of confidentiality, discretion and good judgment
Draft and prepare correspondence for internal announcements, external organizations, and board meetings
Assist in preparing and managing agendas, reports, presentations and other documents through the use of Word, Excel, PowerPoint in support of objectives for the organization
Be responsive to emails/texts/phone calls, with contact outside of normal business hours occasionally
Monitor workflow for documents that require executive approval and signature
Coordinate arrangements between senior executives and employees for various engagement forums
Provide administrative support in the communication of strategic objectives and goals
Welcome the guests of executives by greeting them when onsite; answering or directing inquiries through phone or email
Represent the company and its executives in a positive light through great follow-through skills and sound judgment
Conserve time of the executives by reading, researching, collecting and analyzing information as needed, in advance
Complete ad hoc and special projects as assigned
All employees are responsible for the quality and food safety of our products. All food safety and quality concerns/problems should be brought to the attention of personnel with authority to initiate action.
Reasonable Accommodations Statement
To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions.
Qualifications and Experience
Bachelor’s Degree or equivalent in Business, Accounting, Finance, Marketing, Paralegal or related field
8 or more years of experience
Excellent communication and time management skills; proven ability to meet deadlines
Ability to function well in a high-paced environment; performs additional duties as assigned by executives
Prior experience supporting executives and/or C-suite required
Strong attention to detail
Self-starter and the ability to learn on own
Experience in QuickBooks and Quicken
Required to make reasoned judgements that are logical and well thought out
Please note this job posting is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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Title: Legal Administrative Assistant
Company: Civitas Advisors
Location: Sacramento, CA
