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Pence Financial Group
Newport Beach, CA, United States
14 days ago
Pence Financial Group
Newport Beach, California, United States
14 days ago



Do you desire to be part of a nationally successful team and work in a “family business” environment?  If so, Pence Enterprises is the place for you.  Comprised of three companies; Pence Wealth Management (PWM), Pence Capital Management (PCM), and Pence Financial Group (PFG), the firms are dedicated to providing quality comprehensive financial management to individual and institutional investors. Because of this, we offer our clients a much broader and more sophisticated range of integrated strategies.  As a Wealth Management Firm, PWM is the recipient of numerous industry awards and recognition.  Success thus far has resulted in managing $2+ Billion of client assets with big growth goals for the future.  As a result, we are looking for a talented individual to support the executives in their leadership roles managing all three companies.


The purpose of this role is to provide secretarial and administrative support to an executive that runs three separate companies.  Guidance is provided to perform varied work that is somewhat difficult in character requiring evaluation, originality and ingenuity to make moderately complex decisions.  You will need to be well organized, able to multi task, and manage complex and multi variable travel arrangements.  As a result, you will need to be well organized and effective communicator; written and verbal.  Extensive contact with internal and external customers is required to identify, research, and provide solutions that resolve problems.    


Essential Duties and Responsibilities:

  • Perform basic project management skills to track, update, and manage multiple projects with varying levels of complexity.
  • Maintain confidentiality.
  • Serves as a liaison with other functional areas and external customers in the resolution of routine administrative and operational issues.
  • Manage complex and multi variable travel arrangements
  • Provides executive support including answering telephones; assisting visitors; and resolving and/or referring a range of administrative problems and inquiries.
  • Composes and edits correspondence and/or memoranda from dictation, verbal direction or from knowledge of established policies.
  • May prepare, transcribe, compose, type, edit and distribute agendas and minutes of meetings.
  • Schedules and coordinates meetings, events, interviews, appointments and/or other similar activities, which may include coordinating travel and lodging arrangements.
  • Prepares or assists in preparing statistical and narrative reports by performing information gathering and analysis, as specifically directed.
  • Establishes, maintains and updates files, databases, records and other documents.
  • Develops and maintains data and performs routine analyses and calculations involved in preparing recurring internal reports.
  • Sorts, screens, reviews and distributes incoming and outgoing mail.
  • Composes and prepares timely responses to a variety of routine written inquiries.
  • Performs other duties and responsibilities as assigned.


  • Intermediate level concepts, principles and practices of providing executive support.
  • Organizational policies and practices.
  • Confidentiality policies.
  • Performing a range of executive support activities for a vice president of a major organizational functional area.
  • Answering telephones and assisting visitors.
  • Prepare, transcribing, composing, typing and editing correspondence, agendas and minutes and other documents.
  • Scheduling and coordinating meetings, events, interviews and appointments. 
  • Preparing reports.
  • Gathering and analyzing basic information. 
  • Establishing and maintaining files, databases and other records.
  • Performing routine analyses and calculations involved in preparing reports.
  • Sorting, screening and distributing mail.
  • Operating standard office equipment and using required software applications.
  • Make administrative and procedural decisions and judgments.
  • Analyze and solve problems.
  • Attention to detail while maintaining a big picture orientation.
  • Read, comprehend and apply business related information.
  • Motivate and persuade others to achieve desired outcomes without organizational authority.
  • Interpret and apply policies and identify and recommend changes as appropriate.
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
  • Communicate effectively, both orally and in writing.
  • Work independently as well as collaboratively within a team environment.
  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.
  • Establish and maintain effective working relationships at all levels of the organization.

Job Information

  • Job ID: 59892399
  • Location:
    Newport Beach, California, United States
  • Company Name: Pence Financial Group
  • Position Title: Executive Admin
  • Job Function: Administrative Assistant/Office Manager
  • Job Type: Full-Time
  • Job Duration: Indefinite
  • Min Education: H.S. Diploma/Equivalent
  • Min Experience: 2-3 Years
  • Required Travel: 0-10%
  • Salary: $50,000.00 (Yearly Salary)

Please refer to the company's website or job descriptions to learn more about them.

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