Implementations Assistant

Ray Stone Inc•Sacramento, CA

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About The Position

Ray Stone is looking for an experienced Implementations Assistant to join our team. This position is full time, benefit eligible. Scheduled hours are from Monday through Friday 8 AM to 5 PM. Summary: The Implementations Assistant primarily supports the Implementation Manager in the coordination and execution of monthly close reports, reporting and implementation related projects. Additionally, this role provides general administrative support to ensure the smooth operation of office functions. Responsibilities include office management, assisting with end-of-cycle reporting, managing internal communications, and contributing to the successful rollout of ongoing programs and initiatives.

Requirements

Excellent interpersonal and communication skills
Ability to analyze data and ensure accuracy in data entry
Strong judgment and professionalism in handling diverse interactions (e.g., residents, investors, vendors)
Advanced knowledge of telephones, voicemail, and basic office software (e.g., Word, Excel, Outlook)
Ability to manage multiple priorities efficiently
Professional appearance and demeanor
While performing the duties of this job, the employee is regularly required to walk, stand; and use hands to handle/lift objects.
The employee occasionally must be able to lift to fifty (50) pounds.
Additionally, the employee, on occasion, must crouch, kneel, or climb stairs.
Most work is performed in an office environment and requires the ability to operate standard office equipment and keyboards.
This position requires substantial movements (motions) of the wrists, hands and/or fingers.
Must have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.
Must have the ability to walk short distances.

Responsibilities

Review and enter weekly occupancy data from all sites into an Excel summary and distribute accordingly
File departmental correspondence and monthly close files
Distributes and tracks completion of monthly safety programs
Assist with the preparation and mailing of K-1s and quarterly distribution letters for the Investment Division
Extracts cash flow data for quarterly narratives for the owners and investors
Assists account and investment divisions with investor correspondence and organizational tasks as needed
Assists with managing the after-hours call listing.
Manage RSI-U course assignments.
Answer and screen incoming phone calls, manage voicemail, and greet walk-in visitors
Open, distribute, and send outgoing mail; coordinate with courier services such as UPS and FedEx
Maintain and troubleshoot the postage machine
Troubleshoot copier and fax issues and liaise with service providers
Assist with software updates, technology implementations, and special projects
Maintain cleanliness of kitchen and common areas; manage shredding and recycling
Order and organize office and kitchen supplies
Assist with minor office event planning, deliver gifts, and make reservations as needed
Perform other administrative tasks as assigned