AA to Investment Team

Job Description:

This role will support an investment team of about 20 people at a large investment firm. The team operates at a fast pace and needs an administrative professional who can keep up with the group. The firm can provide a large name and support system for a long career.

Job Responsibilities:

• Responsible for typing quickly and accurately all correspondence. Correspondence includes business as well as social writing;
• Interface with senior industry professionals;
• Organize department work flow and priorities working closely with department head;
• Respond to inquiries in a highly professional, organized and expedited manner; ability to organize and maintain files of data;
• Meeting preparation and set-up;
• Assist with drafting and preparation of internal and external communications;
• Assist with budget tracking, receiving internal approval for outside expenses, including processing of expense reports;
• Assist with database management;
• Book travel arrangements using company’s approved vendors;
• Demonstrate a high level of customer service, professionalism, and confidentiality in all communications;
• Maintain complex calendars; schedule all appointments, meetings and conference calls;
• Handle telephone calls, including screening incoming calls and taking accurate messages;
• Ensure all assignments/projects are completed with accuracy and efficiency, including follow-through to ensure that appropriate and timely actions are taken;
• Produce accurate, properly formatted documents and reports under sometimes tight time constraints;
• Establish and maintain effective and cooperative professional business relationships with all levels of management, employees, outside agents and members.

Job Requirements:

• Bachelor degree and 2-4 years of administrative experience, preferably in the financial services industry;
• Excellent clerical, organizational, time management, written and verbal communication skills;
• Technical skills including a full working knowledge of Microsoft Office Suite, and familiarity with database use and functionality;
• Ability to prioritize tasks/workload;
• Demonstrates professional demeanor;
• Commitment to provide superior customer service with all levels of internal management, staff, as well as outside clients and members;
• Demonstrates work effectiveness, persistency and commitment.

Compensation:

• $90,000 – $100,000

Job ID:

8186