Office Coordinator

Canterbury Consultingorporated

Job Location:

Newport Beach, CA - USA

Hourly Salary: $ 30 - 35

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

Benefits:

401(k)
401(k) matching
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Paid time off
Parental leave
Profit sharing
Vision insurance

Location: Newport Beach CA
Job Type: Full-Time
Salary Range: $30 - $35.00/hour

About Canterbury Consulting

Canterbury Consulting is an independent investment advisory firm based in Newport Beach CA. Canterbury provides consulting services to community foundations educational endowments religious organizations arts and cultural foundations health care organizations and family offices. Founded in 1988 the firm designs and manages custom investment programs aligned with each clients goals. Canterbury is the investment office for its diverse clients and provides objective investment advice asset allocation manager selection risk management implementation and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named one of the Best Places to Work by two publications for five consecutive years: the Orange County Business Journal and Pensions and Investments Magazine 2020-2024.

Canterbury Consulting is deeply committed to cultivating a dynamic collaborative environment. We are approximately 70 like-minded professionals passionate about helping our clients work towards their missions - from endowments and foundations to healthcare organizations and families. We believe each individuals unique skills and experiences contribute to greater experiences for all. Through a culture of respect accountability and teamwork we empower our people to have a real impact on their clients and the community.

Office Coordinator at Canterbury Consulting

We are seeking an experienced Office Coordinator to provide strategic and administrative support for our senior executives and consultants manage our CRM provide administrative and receptionist support and manage day-to-day office tasks. This role requires exceptional organizational skills proactive problem-solving and the ability to manage complex priorities in a fast-paced environment.

Key Responsibilities:

Assist in scheduling/coordinating calendars of senior executives which includes client meetings as well as internal meetings.
Manage complex calendars and prioritize meetings across multiple time zones.
Coordinate domestic and international travel arrangements.
Prepare presentations reports and briefing materials.
Act as a liaison between executives and internal/external stakeholders.
Organize board meetings off-site meetings and internal meetings.
Handle confidential information with the utmost discretion.
Lead or assist with special projects research and cross-functional initiatives.
Manage expense reports and assist with budget tracking.
Assist with marketing initiatives such as maintaining up-to-date materials and tracking of RFP data.
Provide comprehensive support for the Chairmans personal investment portfolio such as ensuring the signing of financial documents managing correspondence and agreements and timely handling of all related paperwork.
Responsible for maintaining the ticket process which includes the creation and tracking of completed tasks for client agreements (new revised terminated).

Administrative & Office Support:

Answer incoming telephone calls determines purpose of callers and forwards calls to appropriate personnel or department.
Receives sorts and routes mail.
Order receive and maintain office supplies.
Responsible for catering for office meetings trainings and events.
Keep kitchen supplied with drinks and snacks.
Assists with planning and coordinating internal company events such as happy hours annual holiday party and annual Canterbury Day.

Customer Relationship Management (CRM):

Responsible for maintaining companys CRM system which includes tracking the onboarding of new clients and ensuring all client changes are updated timely.
Responsible for communicating all relevant information to each department.

Required Skills & Qualifications

Experience:

4 years of office coordination and administrative support experience.
Proven track record in high-pressure dynamic environments.

Education:

Bachelors degree preferred; equivalent experience considered.

Technical Skills:

Proficiency in Microsoft Office Suite SharePoint and project management tools.
Familiarity with virtual collaboration platforms (Teams Zoom).

Core Competencies:

Advanced organizational and time-management skills.
Strong written and verbal communication abilities.
High level of discretion and integrity.
Proactive problem-solving and decision-making skills.

Preferred Attributes

Strong interpersonal skills and emotional intelligence.
Adaptability to shifting priorities and last-minute changes.
Strong work ethic attention to detail and the ability to work both independently and as part of a collaborative team.

Benefits

Benefits package includes: medical dental life disability and vision insurance
401k program with a company match
Profit sharing plan
12 paid holidays and 17 days of paid time off the first year of employment
Flexible schedule options

Physical Requirements

Musculoskeletal Endurance: Ability to remain in a stationary position for extended periods
Manual Dexterity: Frequently operates a computer and other office equipment
Visual Acuity: Must be able to visually inspect documents and computer screens for accuracy
Mobility: Occasionally move objects up to 25 pounds

Work Environment

Environmental Conditions: The work is performed in a typical office environment with moderate noise levels and controlled temperatures
Collaboration: Collaborative and team-oriented culture with regular staff meetings and events
Communication: Must be able to communicate effectively with team members and clients

How to Apply

Please complete your application on our Career Portal at Canterbury Consulting Incorporated.

Accommodation Statement

Canterbury Consulting is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application and hiring process. If you need assistance or an accommodation due to a disability please contact Human Resources at

Flexible work from home options available.

Compensation: $30.00 - $35.00 per hour

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability status protected veteran status or any other characteristic protected by law.

Canterbury Consulting is an independent investment advisory firm based in Newport Beach CA with 65 employees. Canterbury provides consulting services to tax-exempt organizations including community foundations educational endowments religious organizations arts and cultural foundations and health care organizations as well as family offices. Founded in 1988 the firm designs and manages custom investment programs aligned with each clients goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice asset allocation manager selection risk management implementation and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named as one of the Best Places to Work by the Orange County Business Journal inand 2015. Canterbury Consulting was also recognized in the nationwide survey by Pensions and Investments magazine as one of the Best Places to Work in Money Management inand 2020.

Required Experience:

Benefits:401(k)401(k) matchingCompetitive salaryDental insuranceFlexible scheduleHealth insurancePaid time offParental leaveProfit sharingVision insuranceLocation: Newport Beach CAJob Type: Full-TimeSalary Range: $30 - $35.00/hourAbout Canterbury ConsultingCanterbury Consulting is an independent inv...