Who we are
Checchi Capital Advisors, LLC is a rapidly growing wealth management firm with an innovative platform providing tax-efficient, transparent and globally diversified investments for select clients who share our values and objectives. CCA currently manages over $2.3B in AUM.
By fostering an inclusive environment and promoting professional development, we built a close-knit team that speaks 17 different languages and values collaboration and integrity. We are deeply committed to delivering superb client experience and consistent performance.
What we are looking for
We are searching for a dynamic Office Manager to join our team. This role is focused on managing administrative tasks, coordinating office operations, organizing company events and overseeing office facilities.
In addition, as an Office Manager you will:
· Handle office phones, mail, and greet visitors.
· Monitor and order office supplies.
· Coordinate maintenance with building management and vendors.
· Provide administrative support to the Operations Team and other departments.
· Schedule meetings and book travel.
· Plan and organize company events and employee appreciation activities.
· Handle internal and external gifting and more.
What you will bring
This role is for someone who genuinely enjoys helping people, has a positive attitude and is passionate about process and efficiency.
· Attention to detail and exceptional organization.
· Ability to multi-task, work effectively in a team environment, take ownership of dedicated tasks, and look for ways to make current processes more efficient.
· Professional attitude and strong written and verbal communication skills, as you will be interacting with high-net-worth clients and prospects.
· 1-2 years of experience working in an administrative role preferred.
· Bachelor’s degree.
· Computer Skills – expertise in Microsoft Office Suite.
Compensation Structure
At CCA, we carefully consider a wide range of factors when determining compensation. In accordance with CA law, we expect the base salary for this position to be in the range of $70,000 to $80,000, plus an annual team performance bonus. Actual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors.
What we offer
· Competitive salary and bonus structure
· Full medical coverage, including vision and dental
· 401k with company match
· FSA and dependent care benefits
· Opportunity to work for an established financial services company in a fast-growing, start-up like collaborative environment with a supportive fun-loving team of experts
· Mentorship opportunities and ability to work directly with firm founders and leaders
· Beautiful office space in Beverly Hills
