Are you a high-energy, enthusiastic individual with experience in financial services and ready to take the next step in your professional administrative career? We're seeking an Administrative Assistant to join our team as a Client Service Associate in a fast-paced, client-focused financial services environment.
In this role, you'll handle phone calls, correspondence, and assist with preparing reports and transcriptions. Strong communication, organizational, and time management skills are essential, as you'll play a key role in supporting client needs and administrative tasks. If you're a quick learner, team player, and bring experience in financial services or a related professional services industry, we'd love to hear from you-apply today.
Responsibilities:
- Support client output (format resumes, perform position evaluations, manage write-ups and contracts)
- Interface with clients and prospects in a professional manner
- Schedule interviews and meetings
- Coordinate travel arrangements
- Draft, proofread, record, track, and convert to PDF all correspondence
- Perform filing and record maintenance (hard copies and electronic)
- Manage schedules (provide daily/weekly to-do lists)
- Screen and vet incoming calls
- Provide administrative support for annual conference
Requirements:
- Bachelor's Degree required
- Experience in a financial services or investment firm strongly preferred
- Internship experience in a professional services setting accepted
- Experience with Salesforce required
- Experience with Microsoft Office Suite required
- Able to work 5 days in office
Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.
Ref: 42130