Coastwise is Hiring

 JOB DESCRIPTION

EXECUTIVE ASSISTANT

Coastwise Capital Group, LLC is a boutique, high-end, award-winning money management firm headquartered in La Jolla, California. Offering superior investment services and expertise to high-net-worth individuals and institutions, Coastwise creates customized portfolios that meet its clients’ investment needs and objectives. We are always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established and growing and known for our openness to new ideas and approaches. We actively encourage our team members to suggest ways to improve our service, delivery, and operations—and make our firm an even better place to work.

Coastwise is seeking a part-time (20-30 hours) Executive Assistant as part of the Coastwise team. The Executive Assistant will report directly to Scott Kyle, CEO & Chief Investment Officer. The Executive Assistant will allocate time as needed between Executive Assistant functions at the Coastwise level as well as tasks to be performed for Scott Kyle individually. The expected average time allocation between these two areas is 80%/20%. The ideal candidate will be someone with a financial background, but all resumes will be considered. We are an equal opportunity employer. The job duties for the Executive Assistant position depend upon the skill set the candidate brings to the position. Specific responsibilities apply both to Coastwise and Scott Kyle and include but are not limited to:

·         Handle all general office administration responsibilities, filing, calendaring, communication and phone messages with clients, employees, and        others, tactfully screen calls, and greet visitors

·         Oversee marketing initiatives, including various community events

·         Bookkeeping/accounting

·         Data management

·         Complete special projects as requested by management and other duties as required by position

Specific Skills/Characteristics Required:

·         Strong organization

·         Strong written and verbal communication

·         Accounting/bookkeeping

·         Strong work ethic

·         Team orientation

·         Detail oriented

·         Ability to multitask

·         Self-directing

·         Confidentiality

A working knowledge of all Microsoft Office programs, QuickBooks, and web publishing programs is a strong plus.

Please email all resumes to info@coastwisegroup.com