Hall Capital Partners

  • Administrative Assistant - Investment Operations

    Job Locations US-CA-San Francisco
    Job ID
    2019-1071
    Category
    Corporate
    Type
    Regular Full-Time
  • Description

    FIRM OVERVIEW:

     

    Hall Capital Partners is an independent, privately owned, SEC-registered investment advisor that builds and manages multi-asset class global investment portfolios for families, endowments, and foundations. As of December 31, 2018 we direct approximately $32.4 billion of investment assets for our clients and a platform of pooled vehicles. Founded in 1994, our firm has approximately 170 employees that operate from offices in San Francisco and New York. We are typically responsible for investment strategy, asset allocation, and portfolio construction for globally diversified investment portfolios. The firm has a 24-year record of building and managing global investment portfolios and has established a strong reputation as a successful investor and partner. For many clients, we contribute significantly to other aspects of financial strategy, such as managing and diversifying concentrated public stock positions or advising on and facilitating wealth transfer and philanthropic strategies. We also manage private pooled vehicles. Our culture is centered on integrity, intellectual rigor, curiosity, client focus, performance, and fulfillment of our fiduciary responsibilities.


    POSITION TITLE:

    Administrative Assistant - Investment Operations
    Hall Capital Partners LLC seeks an Administrative Assistant who will handle a wide range of administrative responsibilities that support the centralized investment operations team on a daily basis. The ideal candidate is seeking to work with a collaborative team and provide their organizational and technology skills. The role requires strong attention to detail and the ability to thrive in a fast past environment.

     

    The position is located in San Francisco and reports to the Vice President of Investment Operations.


    RESPONSIBILITIES OVERVIEW:
    • Provide administrative assistance on a variety of tasks including data entry, document uploading, and investment coordination
    • Prepare expense reports and travel coordination
    • Coordinate calendars, meetings, team events and trainings
    • Prepare mailings and coordinate signatures
    • Responsible for compiling client information and documentation
    • Responsible for maintaining client and fund manager information in Salesforce
    • Liaise with fund managers and third party relationships on administrative requests
    • Special projects, reports and presentations as requested and assist others as needed
    • Manage group email inboxes


    PREFERRED QUALIFICATIONS:
    The ideal candidate should be highly organized and able to interact with many internal and external parties in a professional and collaborative manner. The candidate should also demonstrate excellent attention to detail and communication skills.

     

    Hall Capital Partners is looking for someone with:

    • Previous administrative experience preferred
    • Strong computer aptitude and proficiency. Proficiency in Microsoft Office applications is required
    • Salesforce, Concur and Sharepoint experience a plus
    • Strong communication skills with ability to present analysis and findings in both oral and written formats
    • Ability to balance multiple and often competing priorities
    • Detail-oriented with excellent organizational skills
    • Superior interpersonal skills
    • The ability to think and plan ahead, anticipate the unexpected
    • Desire to work in a collegial and collaborative team environment
    • Background in financial services is a plus

     

    PERSONAL ATTRIBUTES:
    • Friendly, positive attitude, customer focused and professional
    • Accountable, follows-through and completes assigned tasks autonomously
    • Able to maintain calm under the pressure of a deadline-driven environment
    • Efficient
    • Excellent attention to detail; take strong ownership over the accuracy of every deliverable
    • Respectful and professional
    • Intellectually curious; able to problem solve
    • Independent and team-oriented. Works independently but functions effectively as part of the team
    • Quick self-starter who can work with different personalities and professional styles
    • Solutions-oriented
    • Collaborative and flexible
    • Highly developed sense of integrity and commitment to client confidentiality and client satisfaction
    • Reliable and prompt attendance on a daily basis


    PHYSICAL REQUIREMENTS:
    • This job requires employee to sit for approximately 6-7 hours a day and use a keyboard and mouse for repetitive motion. There will be up to 15 lbs. to lift, push, or pull in this job.


    Hall Capital Partners is an equal opportunity employer continually seeking to diversify its staff and will consider all qualified applicants with criminal history in a manner consistent with the requirements of the Fair Chance Ordinance of San Francisco.

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