Receptionist/Administrative Assistant at Capstone Advisors in Carlsbad, California

Posted in Other about 2 hours ago.

Type: full-time





Job Description:

Capstone Advisors is seeking a dynamic individual to join its team to assist with vital day-to-day reception, administrative, and general office management responsibilities. In addition to managing key administrative tasks for the organization, this role will serve as the first point of contact for greeting and welcoming visitors.

Located in our beautiful office in Carlsbad, California, this position requires a dependable and energized team player who is looking for a diverse and challenging work environment. The position requires working in the office during standard company business hours five days per week.

Reports To

Chief Operating Officer

Position Duties
• Perform various inter-departmental office administration tasks including but not limited to:

o mail sorting and distribution

o maintaining inventory of office and kitchen supplies

o answering and transferring phone calls

o greeting visitors in the office

o scanning and organizing files

o scheduling meetings

o managing IT tickets and service requests for office equipment

o sending out company-wide correspondence

o support departments with filing, preparing, and sending documents and materials

o Provide administrative support to the company senior management, including the COO and VP of Portfolio Management
• Assist with corporate event planning
• Book flights and accommodations for all departments
• Process new leases and lease amendments
• Process New Tenant/Renewal Welcome Packages
• Manage payments made on corporate accounts
• Manage Customer Relationship Management database system (Dynamics 365)
• Distribution of monthly reports
• New property creation onto Sharepoint/CASA, as needed
• Assist with the onboarding and offboarding personnel, including technology trainings
• Other administrative project-based support as needed

Qualifications & Experience
• BA/BS/associate's degree
• 1+ years of relevant administration experience (preferably within the real estate industry)
• Excellent computer and internet research skills, including proficiency with Microsoft Software such as Word, Excel, PowerPoint, Teams
• Strong communication skills and attention to detail
• Proficiency in technology desired
• Positive attitude is a must
• CA Licensed Notary or willingness to gain Notary designation is a plus

Our Culture and Core Values

Our culture is especially important to us, and its foundation is our Core Values. We spend considerable time and effort to ensure these values are at the forefront of how we operate. Our Core Values include:
• We strive for successful outcomes through detailed planning and thoughtful execution. We analyze and learn from prior efforts.
• We are open-minded to change and strive for constant improvement.
• We value meaningful work, we recognize contributions, embrace growth and value balance.
• We empower team members and seek feedback. We value open communication and clear goal setting.
• We work as a team knowing that collaboration leads to better decision making.
• We are fair, honest, and accountable. Always.

If this role at Capstone is of interest to you, please send a cover letter and resume to Tambra Wayne at wayne@capstoneadvisors.com. We look forward to hearing from you.

For more information about Capstone Advisors, visit www.capstoneadvisors.com

Job Type: Full Time position working 5 days in the office

Industry: Real Estate

Reports to: COO
  • Salary Range: $55,000 - $60,000, with a negotiable discretionary bonus

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