Stephanie W. Email & Phone Number

South San Francisco, California, United States

South San Francisco, California, United States

• Provide a positive candidate experience through prompt follow up and communication with candidates throughout the candidate’s life cycle from initial contact to start date
• Create a memorable interviewing experience for on-site candidates by being their main point of contact throughout their day and ensuring the interview schedule flows smoothly
• Coordinate travel arrangements for remote candidates and processing expense reimbursements
• Assist the TA team with scheduling phone screens and additional interviews with hiring manager
• Support recruiters in sourcing candidates by using databases and social media
• Executed ATS integration and ensursed seamless transition until go-live

• Create funding packets for upcoming investment deals
• Review and compare equipment leases to invoices
• Construct equipment schedules and circulate document packets for execution
• Draft legal documents such as master loan agreements and bill of sale
• Notarize documents necessary for legal and business transactions
• Work closely to support general counsel and associate counsel to form and dissolve entities, execute investment trade, renew liability insurance, and other projects

San Francisco, California, United States

• Provide compliance support for routine auditing using FinCEN
• Assemble document package for financial advisors
• Respond to a high volume of phone calls and e-mail inquiries from investors, financial advisors, and custodians regarding investment account
• Act as a liaison between transfer agent, investor services department, investors, financial advisors, and custodians regarding the status of pending asset transfers

San Francisco Bay Area

• Manage and organize documents using our DMS
• Access company calendar to schedule meetings and reserve conference rooms
• Construct meeting agendas and compose meetings minutes
• Plan and execute Fun Fridays, holiday events, and team-building activities
• Greet clients and direct calls on a multi-line phone system
• Track invoices and generate payment request forms