Shareholder Services Administrator (Req #: 450) - Military veterans preferred

Why Join Our Team

At Lyles Diversified, Inc., a parent company of Lyles Construction Group, we take pride in our employee and client-centric culture. For over 80 years, we have built a legacy rooted in safety, integrity, and innovation. Our employees and customers are at the forefront of everything we do and how we operate our business. Safety is our top priority, and we work hard to ensure everyone goes home to their loved ones each day.

We are looking for ambitious individuals to join our team, who are passionate about their performance and who will continue to execute and believe in our core values of:

1. Teamwork: We recognize our primary asset is our people. Mutual respect provides the foundation for our success.
2. Integrity: Our work is performed with high standards of service, quality, and integrity and because of this, we have had the privilege to lead some of the most innovative projects in California.
3. Commitment: We understand that lasting relationships are the lifeline of our business, so we pay personal attention to our clients by focusing on them as collaborative partners.

If you are looking for a company who will value you and provide you with great employee benefits, training and development opportunities, career growth and the opportunity to be a part of something bigger, then Lyles Diversified, Inc. is right for you!

Company Overview

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.

Job Description

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

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

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

Qualifications

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:

1. Associate’s or Bachelor’s degree in business
2. 5-7+ years of experience in finance, investment, accounting, or trust profession
3. Basic accounting skills
4. Strong understanding of financial reconciliation and budget management
5. Strong oral and writtencommunication skills
6. Ensure the confidentiality of highly sensitive information
7. Ability to organize, prioritize, and meet deadlines efficiently and accurately
8. Design marketing materials
9. Proficient knowledge of Microsoft Office365 (Word, Excel,Outlook, Teams, SharePoint, etc.).
10. Ability to learn other software platforms (i.e., Addepar, WealthHub, Margill, DocuSign, ShareFile, Canva)
11. Ability to reason and multitask

Competencies

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

1. Intermediate proficiency in Microsoft Office 365(Outlook, Excel, Word, PowerPoint)
2. Teamwork
3. Initiative
4. Attention to Detail
5. Utilize a system to track work progress
6. Time Management
7. Adaptability

Physical Requirements

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.

The Company is an Affirmative Action and Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters if you’d like to view a copy of the company’s affirmative action plan or policy statement, please email HumanResources@lylessc.com. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail HumanResources@lylessc.com or call toll-free 559-441-1900.

This email and phone number is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.

Notice to Staffing Agencies

The Company will not accept unsolicited resumes from any source other than directly from candidates. Any unsolicited resumes sent to the Company, including via mailing address, fax machine, email, or directly to employees, will be considered the property of the Company. The Company will not pay any fee for placements resulting from unsolicited resumes. The Company will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees.

Agencies must receive advance written approval from the Company’s recruiting representative before submitting resumes, and only in conjunction with a valid, fully executed contract for service and in response to a specific job opening. The Company will not pay fees to any Agency without such an agreement in place. Agency agreements must be in writing and signed by the Human Resources Representative or their designee; no other Company employee is authorized to enter into agreements regarding candidate placements on behalf of the Company. Please send any questions or concern to HumanResources@lylessc.com.