Administrative Assistant (San Ramon, CA)

CMG Financial has a great opportunity for an entry level administrative assistant to support our Chief Risk and Compliance Officer with administrative duties for Licensing, Compliance, the Audit teams.  Great opportunity for a new grad to join a growing company. Must be able to work onsite at our San Ramon headquarters 5 days a week. Below is a description of what the position will grow into.

Administrative Assistant General Duties:

• Manage Chief Risk & Compliance Officer Calendar/ Meetings.
  • Working with different time zones and adding into

• Responsible for scheduling Compliance & Risk meetings as needed.
• Ability to critically think and assert oneself as necessary in regard to schedules, tasks, assigned, due dates, etc.
• Responsible for taking minutes and notes as needed by the Risk/ Compliance Team.
• Ability to revise notes as minutes for distribution outside organization.
• Assist with Risk Executive/ Senior Leadership Travel/ Travel Schedules.
• Facilitate Catering/ Lunch orders for team meetings and summits.
• Assist with the organization of summits and events related to Risk & Compliance.
• Ability to take the lead and initiative on emails and tasks…
• Assist with providing documentation and using best judgment to follow up on emails you’re ccd on.
• Flexibility and ability to prioritize assigned tasks.
• Impeccable organization skills
• Flexibility to assist Risk & Compliance departments with special projects as needed.
• Research on regulations, policy updates, programs, consent orders, ad hoc projects.
• Manage running list for Chief Risk & Compliance Officer.

• Follow up with stakeholders as needed.
• Keep list of review/approval items.
• Execute approved items as completed.
• Facilitate asks to other leaders.
• Give weekly status updates to Chief Risk & Compliance Officer.

• Meeting/ Administrative Management

• Keep running list of items opened/closed action items.
• Note holder.
• Add necessary documentation and discussion points.

• Facilitate transportation as needed to assist with Executive travel during special events.

• Assign Team Tasks as needed. 

• Assure action items are being delivered to stakeholders. Sometimes the attendees will not be in meeting action items were assigned.
• Follow up on action items assigned that relate to a project assigned to Risk & Compliance.
• Maintain high confidentiality.

PROFICIENT IN:

Outlook, Concur, Scheduling Assistant (Outlook/Teams), Teams, Microsoft, Excel,

CMG pays a competitive base which ranges from $50,000 - $55,000. Factors that affect base salary may include: Education, Administrative/clerical experience, knowledge of mortgage industry, computer skills and customer service experience.