Finance & Legal Operations Coordinator

Job: Finance & Legal Operations Coordinator

Location: Palo Alto, CA

Onsite: 3x in office per week

Hourly Pay: $40-$50/hr., depending on experience

Benefits: This position is eligible for medical, dental, vision, and 401(k).

Our dynamic client is looking for a highly organized individual with strong cross-functional collaboration skills to join the team and assist with daily investor communication and ad hoc projects. This is a contract role with the opportunity to extend.

Job Responsibilities:

• Manage investor communications, maintain and update the investor database in Microsoft Access with a high level of accuracy, coordinate inbox activity, and provide general office administrative support.
• Assist with capital calls, distributions, bank reconciliations, basic accounting entries, and prepare and proof investor reports using Microsoft Office, QuickBooks, Quicken, and Expensify.
• Partner with management team on streamlining and automation initiatives.

Requirements:

• Bachelor’s degree required, finance or accounting classes or major a plus.
• 1 to 3 years of experience in legal, venture capital, private equity, or compliance would be preferred.
• Experience with AI tools and an interest in automation.
• Strong Excel skills; QuickBooks, Access, or other database experience a plus.
• Highly organized, detail-oriented self-starter with strong communication skills who thrives in a fast-paced, collaborative environment.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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