Shareholder Services Administrator (Req #: 450) in Fresno, California at Lyles Diversified, Inc.

This is an opportunity to join a small, highly collaborative Shareholder Services team at Lyles Diversified, Inc. The Lyles companies operate in construction, real estate development and rental, agriculture, and investments. Shareholder Services is embedded within Lyles Diversified, Inc. and serves as the primary point of contact for shareholders. Our mission is to deliver excellent service and provide guidance to our owners.

The Shareholder Services Administrator will provide administrative support to the Director and Manager. Must possess excellent organizational skills, be detail-oriented, and will be expected to handle highly sensitive information with discretion and confidentiality. Professional interaction with employees, executives, owners, and outside advisors is essential. Additionally, the ability to manage time effectively and demonstrate proficiency in various related competencies is crucial for success in this position.

Responsibilities include, but are not limited to, the following:

• Manage calendars, schedule meetings, and arrange Microsoft Teams calls with outside advisors
• Prepare, proofread, and edit agreements, documents, letters, and memos
• Electronically file financial and legal documents on the internal server and websites
• Compile and create visually engaging information and presentations for shareholders
• Develop and maintain standard operating procedures (SOPs)
• Assist in managing and updating shareholder information in the database
• Maintain and create Excel spreadsheets
• Prepare invoices and expense reports
• Submit, file, and track department expenses
• Conduct month-end financial reconciliations and assist with budget monitoring
• Assist with IT integration and improve work efficiency through automation
• Download and upload information from various software applications
• Prepare, file, and deliver stock certificates
• Coordinate outgoing mail
• Provide administrative support for marketing and design projects

To excel in this position, an individual must adhere to duties to a high standard, working independently or as part of a team. Attention to detail is vital. The individual must proactively prepare for deadlines while contributing to the department’s overall goals. The following requirements outline the necessary knowledge, skills, and abilities for this role. Reasonable accommodation may be provided for individuals with disabilities to fulfill essential job functions.

Professional Qualifications:

• Associate’s or Bachelor’s degree in business
• 5-7+ years of experience in finance, investment, accounting, or trust profession
• Basic accounting skills
• Strong understanding of financial reconciliation and budget management
• Strong oral and writtencommunication skills
• Ensure the confidentiality of highly sensitive information
• Ability to organize, prioritize, and meet deadlines efficiently and accurately
• Design marketing materials
• Proficient knowledge of Microsoft Office365 (Word, Excel,Outlook, Teams, SharePoint, etc.).
• Ability to learn other software platforms (i.e., Addepar, WealthHub, Margill, DocuSign, ShareFile, Canva)
• Ability to reason and multitask

To be successful, the individual will need to demonstrate the following competencies:

• Intermediate proficiency in Microsoft Office 365(Outlook, Excel, Word, PowerPoint)
• Teamwork
• Initiative
• Attention to Detail
• Utilize a system to track work progress
• Time Management
• Adaptability

Physical Demands

The physical demands for this position include talking, hearing, reaching, and regular use of hands for tasks. Employees may occasionally need to stand and walk. Required vision abilities include close vision, distance vision, depth perception, and the ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Office - The noise level in the work environment is usually moderate.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.