What are the responsibilities and job description for the Origination Assistant position at US Capital?
Position: Origination Assistant
Location: Newport Beach (Hybrid)
Salary: $71,500 to $82,500 annually (based on experience) plus a bonus program
Employment Type: Full-time
About Us:
US Capital Global is a full-service global private financial group headquartered in San Francisco. We specialize in providing sophisticated debt, equity, and investment solutions to middle-market companies and investors around the world.
Role Overview:
We are seeking a motivated and detail-oriented Origination Assistant with a strong background in sales and finance to support our bankers. The ideal candidate will be a proactive, organized, and effective communicator who excels in a fast-paced environment. This role offers a unique opportunity to assist in both administrative and sales operations, supporting our executive team and contributing to business growth.
Responsibilities:
- Manage executive calendars: Schedule meetings, appointments, and provide timely reminders, prioritizing sales and business development activities.
- Sales coordination: Assist with tracking sales opportunities, manage the sales pipeline, and ensure seamless communication between the sales team and executives.
- Coordinate meetings and travel: Organize meetings and handle travel logistics.
- Lead generation and follow-up: Support sales by identifying and engaging new leads, preparing follow-up emails, and ensuring timely communication with prospects.
- Prepare materials: Organize and review meeting agendas and documents, ensuring all materials align with business development goals.
- Client relationship management: Assist in maintaining and nurturing relationships with clients and prospects, ensuring seamless communication and satisfaction.
Minimum Qualifications:
- Bachelor’s degree is required.
- Sales and/or financial services experience strongly preferred.
- Preferably 1 year of executive assistant experience.
- Proficiency in Microsoft Office and CRM tools like Salesforce.
- Excellent written and verbal communication skills.
- Ability to quickly adapt to new systems and tools.
- Highly self-motivated and detail-oriented.
Salary : $71,500 - $82,500