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At City National, we are constantly in search of experienced, client service oriented professionals who want to become a part of our team and make a difference.

Sr. Administrative Specialist

Job ID WMS-7593 CityBeverly Hills StateCalifornia Exempt/Non ExemptNon-Exempt ShiftDay Work ScheduleM-F, 8-5

Will assist with the Beverly Hills Portfolio Management team's service delivery processes and provide outstanding client service. Assist the Portfolio Management team in solving client and advisor issues as it relates to operational and logistical inquires. Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services. Will assist with the creation and distribution of Portfolio Review Books; will assist with and distribute Investment Policy Statements and Re-allocation Letters; and will be responsible for scheduling of PM client review meetings.


  • *Minimum of 2 years' computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint).
  • *Minimum 3 years' experience in an administrative capacity.
  • Excellent verbal, written and interpersonal communication skills required to communicate effectively with all levels of colleagues and clients.
  • Strong organizational and prioritization skills.
  • Previous experience working in a fast-paced, high volume, deadline-oriented environment preferred.
  • Experience in Investment Services experience preferred.
  • Must be a self-started with a 'can do' attitude.
*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.

City National Bank is an Equal Opportunity Employer -- Minorities/Females/Individuals with Disabilities/Veterans.

Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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  • Wealth Management, Beverly Hills, California, United StatesRemove