Executive Assistant, Investment Strategies
Temps plein
Under the direction of the Chief Investment Officer, the Executive Assistant is responsible for providing high-level administrative and professional support to the Investment Strategies department. The position enhances office effectiveness, utilizing excellent communication and time management skills and through the execution of a variety of complex administrative duties requiring sensitivity, initiative and independent judgment. The position acts as a liaison between the Investment Strategies team and other departments.
Please note: This role is onsite in Irvine, CA.
Essential Duties & Responsibilities
1. Manages flow of information through the Investment Strategies team, maintaining confidentiality at all times. Processes various investment and legal documents including entering into contract review system for legal review and approval workflow; follows up on status of pending matters, monitors the process through to completion, and distributes the completed documents to the appropriate parties (this includes subscription and related docs, wire direction letters, additional subscription/redemption forms, etc.). Ensures that review/signature request materials are properly submitted, reviewing for completion and accuracy. Follows up on completed action items.
2. Prepares and maintains spreadsheets/databases including as relates to department budget. Processes contracts and proposals as appropriate, including entering them into the vendor management system. Facilitates processing of purchase orders and payment of invoices for vendors in coordination with Accounts Payable.
3. Manages executive calendars, scheduling appointments as appropriate, organizing programs, coordinating participation in events and/or conferences, and issuing information and invitations. Makes travel arrangements, reconciles and completes expense reports, as necessary. Works closely and effectively with Investment Strategies executives to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Works effectively under executive directives, as well as autonomously. Proactively offers solutions and options.
4. Interacts with all levels within the organization, including Executive Assistants to Executive Leadership, Executive Leadership including the CFO, Chief of Staff to the Tribal Council, Deputy Chiefs of Staff for Tribal Leadership, senior executives and department heads, Tribal Citizens, and professional and support staff and others.
5. Coordinates with Information Technology to facilitate processing of Team hardware and software needs, with enterprise procurement on other Team supplies and required materials to support Investment activity and meetings.
6. Prepares meeting packages by printing, copying and collating action items and support materials, as necessary, coordinating in-person presentations and uploading the documents for electronic presentation including use of a board portal.
7. Organizes and maintains department files and other confidential records and databases through document retention systems.
Education/Experience/Qualifications
Associate’s degree in a related field is required.
Bachelor’s degree preferred. Degree in a related field is preferred.
Minimum five (5) years equivalent experience is required.
Related, relevant, and/or direct experience may be considered in lieu of minimum educational requirements indicated above.
Advanced to expert proficiency in the Microsoft suite is required.
Must possess good written communication skills and writes in both an informational and persuasive manner.
Certificates/Licenses/Registrations
At the discretion of the San Manuel Tribal Gaming Commission you may be required to obtain and maintain a gaming license.
Must have a current valid California Driver’s License with a clean driving record.
San Manuel Band of Mission Indians and San Manuel Casino will make reasonable accommodations in compliance with the Americans with the applicable law.
As one of the largest private employers in the Inland Empire, San Manuel deeply cares about the future, growth and well-being of its employees. Join our team today!
San Manuel Band of Mission Indians
The San Manuel Band of Mission Indians is a federally-recognized Indian tribe located on the San Manuel Indian Reservation near Highland, California. San Manuel exercises its inherent sovereign right of self-governance and provides essential services for its citizens by building infrastructure, maintaining civil services, and promoting social, economic, and cultural development.
The Serrano people of San Manuel have called this area home since time immemorial and are committed to remaining a productive partner in the San Bernardino region. The Reservation, once only 640 acres, is now over 1,100 acres in size.
The call of Yawa’ – to act upon one’s beliefs – inspires the Tribe to give back to the areas they call home and support organizations working to create a better tomorrow in the Inland Empire and Indian Country.
Our support is directed to organizations providing services in San Bernardino and Riverside counties, including:
- 501(c)(3) nonprofit organizations
- Public schools
- Private schools
- Charter schools, and
- Local government agencies
The Tribe also operates Yaamava' Resort & Casino at San Manuel (formerly known as San Manuel Casino®), the Palms Casino Resort, as well as other enterprises.
We value our employees and offer a comprehensive Benefits Program
Our team members enjoy a competitive base salary, an annual discretionary performance bonus, and an annual merit increase as part of our total rewards package. Additionally, San Manuel supports team members' financial health through 401(k) retirement savings plans that offer a 2% core discretionary contribution and matching, and a host of other services - from discounts to tuition assistance.
