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Coordinator- Financial

Company: Jonathan Rose Companies
Location: Los Angeles
Posted on: February 23, 2021

Job Description:

Job Category: Community Management/Operations Performs complex administrative and various support duties including creating, editing, and proofreading moderate to intricate documentation such as presentations, spreadsheets and e-mail. A majority of work assigned requires analysis and use of initiative and independent judgment with little direct supervision. Contacts both inside and outside of company are general in nature and may involve certain exchanges of information where the information is regarded as sensitive or confidential. Prepares moderate to complex reports or correspondence to support daily operations of the department. Supports loan originations team with financial pre-screen applications and other project related support. Primary Responsibilities Include:

  • Provides administrative assistance to department staff to support daily ongoing business needs; anticipates needs of staff based on current project. Prepares and manages department deliverables (production, assembly, mailings, etc.). Schedules meetings and arranges use of conference rooms and/or outside facilities.
  • Creates, edits, and proofreads moderate to complex letters and/or reports as well as other documentation including e-mail, tables, presentations, and spreadsheets; may compose correspondence from rough notes or independent knowledge of specific circumstances.
  • Analyzes department methods in order to improve or simplify procedures or suggest cost reductions; this includes but is not limited to record-keeping, forms control, policies and procedures, and workflow. Suggests new systems or revisions to established procedures or existing policies.
  • Generates or updates reports, spreadsheets, PowerPoints and other documents using a set schedule through summarizing information from several sources as requested. Creates and distributes presentation materials for meetings in collaboration with leadership.
  • Plans and coordinates special events (meetings, conventions, etc.) for a variety of individuals including managing directors and attendees. Negotiates most of the basic services associated with meetings and events to get best service at lowest cost.
  • Performs duties using initiative and independent judgment with little or no supervision; organizes/coordinates workflow and manages multiple tasks, projects, and deadlines. Performs miscellaneous support duties including mailing, faxing, copying, and travel arrangements.
  • Assists with the development of initial project due diligence, financial pre-screen applications, loan application packages and loan closings. Rose Companies is committed in policy and practice to providing equal employment opportunities for all applicants and employees, based upon their training, experience, and overall qualifications. Consistent with this commitment, discrimination against an applicant or employee based upon the individual's race, color, creed, religion, sex, gender, age, national origin, ancestry, citizenship status, marital or familial status, sexual orientation, gender identity, gender expression, disability, military status, protected veteran status, genetic information, or any other condition or characteristic protected by law is strictly prohibited. Qualifications Skills Required Advanced Microsoft Office Advanced Detail Oriented Advanced Decision Making Advanced Behaviors Required Team Player: Works well as a member of a group Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well Dedicated: Devoted to a task or purpose with loyalty or integrity Motivations Required Goal Completion: Inspired to perform well by the completion of tasks Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization Education Required Bachelors or better in Business Administration or related field. Bachelors or better in English or related field. Bachelors or better in Finance or related field. Bachelors or better in Mathematical Sciences or related field. Bachelors or better in Policy Studies or related field. Bachelors or better in Real Estate or related field. Experience Required 3-4 years: Proven track record of independent judgment and decision-making when faced with matters of a confidential and/or non-routine nature 3-4 years: Progressively responsible experience in a senior administrative or executive administrative assistant role Equal Opportunity Employer & Drug Free Workplace

Keywords: Jonathan Rose Companies, Los Angeles , Coordinator- Financial, Accounting, Auditing , Los Angeles, California

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