Oaktree Capital Management

  • Client Account Assistant

    Job Locations US-CA-Los Angeles
    Job ID
    2018-1532
    Job Department
    Client Relations
  • Company Overview

    Oaktree is a leader among global investment managers specializing in alternative investments, with $100 billion in assets under management as of December 31, 2017. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing, convertible securities, real estate and listed equities. Headquartered in Los Angeles, the firm has over 900 employees and offices in 18 cities worldwide.

     

    For additional information, please visit our website at www.oaktreecapital.com.

    Responsibilities

    The Client Services department at Oaktree is responsible for delivering excellence in responding to client requests that come into the firm either via clients directly or through their Oaktree client services or marketing representatives. This Client Services administrative assistant will provide support to the Client and Account Administration team.

    Specific responsibilities include:

    • Own the meeting management process for the Client Service Representatives and Product Specialists within Client Relations, including maintaining complex calendars and scheduling/coordinating meetings and conference calls;
    • Manage logistics of meetings including, but not limited to, communicating with clients, creating calendar invitations, booking conference rooms, ordering food and setting up as necessary, assembling data/materials, creating and distributing agendas;
    • Work with and oversee our BPO offshore team with regards to their support of the meeting management process;
    • Support the Client and Account Administration team with certain client related activities, such as data entry into Salesforce and other internal systems, managing time sensitive recurring reporting, accessing documents, drafting emails, and general support as needed, including faxing, scanning and copying;
    • Ability to become familiar with our CRM system (Salesforce) to access client data;
    • Assist where needed with coordination of email-blast reviews and mass client communications;
    • Assist with the audit confirmation process, including pulling weekly reconciliation reports;
    • Assist with the capital call follow-up process by drafting emails; and
    • Monitor department print queue requests for client meetings including approval of invoices.

    Qualifications

    • Minimum 1-2 years of experience supporting several executives within a financial services firm;
    • Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks; and
    • Strong proficiency in Microsoft Word and Outlook.

    Personal Attributes

    • Excellent interpersonal, verbal and written communication skills;
    • Outstanding organizational skills with strong attention-to-detail;
    • Self-starter with a proven ability to take initiative; and
    • Team-oriented with strong integrity and professionalism.

    Education

    Bachelor’s degree is preferred.

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