Office Manager in Los Altos, California

Company: Changing Parameters LLC


Job Description:

Are you outgoing and intelligent with a cheerful, helpful attitude and a positive approach to work? Do you like helping people and keeping things organized? Do you take pride in your impeccable attention to detail? Are you able to research things quickly and thoroughly, solve problems and offer suggestions for remedies? If you are looking for a long-term stable opportunity where your work is recognized and your experience valued, this is the opportunity for you.

Our Office Manager is an integral part of our small team (5 of us). We are looking for someone with the drive and passion for doing great work that matches our own.

This is a full-time position, Monday through Friday, 8:
45am-5:15pm.

a full benefits package:
competitive salary, health coverage and company funded retirement plan.



Primary Responsibilities:

  • Downloading information daily from investment websites.
  • Proofing, editing, and mailing client quarterly statements.
  • Communicating with clients on the phone and by email regarding their accounts.
  • Working closely with IT support to maintain computer network, system backups and peripheral equipment.
  • Executing and monitoring pending account transactions and money transfers.
  • Helping prepare various reports as part of our overall compliance program.


Qualifications & Job Requirements:

  • Has 4+ years of administrative and office management experience, preferably in the financial services industry.
  • Holds Associates Degree, Bachelors Degree preferred.
  • Demonstrates excellent verbal and written communication skills.
  • Offers flawless attention to detail in report reconciliation, client research and issue escalation.
  • Enjoys working under tight deadlines, prioritizing tasks, and finishing projects on time.
  • Possesses superior, high-level Microsoft Word and Excel skills. Word and Excel skills will be tested during the evaluation process.
  • Exhibits tact and diplomacy in communicating and/or safeguarding confidential client information.
  • Is willing to undergo a background check, including submission of fingerprints to a government agency.

Interview Questions:

  • Exemplary attention to detail and follow-through are integral components of this job.

    Please describe in sentences, not bullet points, how you would handle the following situation:
    a client calls and reports that, after requesting a transfer directly from XYZ Fund, the transfer has not occurred and she is frustrated. She would like our assistance in resolving the matter. CP communicates with the Funds by phone and by email. What steps would you take to handle this issue for the client?

  • Confidentiality is critical in our industry. Please provide examples of your experience in this area.
  • Describe your most recent experience with absorbing new information. Examples might include learning new software, working with new online databases, or following complicated in-house procedures. Please be as specific as possible.

About Changing Parameters

Changing Parameters was formed in 2004 and is a successful privately-owned investment management firm. Our management team has been working together for over 20 years. The company provides its services to individuals and their related entities, including pension and profit sharing plans, charitable organizations, trust and corporations.


How to Apply:

Please send your resume and answers to the Interview Questions to 4cpgeneral@gmail.com.

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