Administrative Assistant

Boston, MA | Direct Hire

Post Date: 08/02/2017 Job ID: 79135 Specialty: Office Services

An independent investment advisor firm based in Boston, MA is seeking an Administrative Assistant to join their team. As the Administrative Assistant, you will provide support to portfolio managers and employees and assist in daily office needs. Additional responsibilities may include typing, filing, coordinating direct mailings, and working on special projects. The right candidate must be dependable, accustomed to a support position and an operations professional. Apply today!

Responsibilities for the Administrative Assistant:
  • Answer and direct phone calls
  • Sort and distribute mail
  • Organize and schedule meetings
  • Maintain and update filing system
  • Maintain various contact lists
  • Provide support to visitors and act as a point of contact for clients
  • Handle various administrative requests from Account Managers including the President
  • Write and distribute email, correspondence memos, letters and process trade recommendation in compliance with internal procedures
  • Prepare check requests, gifts, transfers and wire forms on assigned accounts
  • Answer non-routine correspondence and assemble highly confidential and sensitive information
Requirements for the Administrative Assistant:
  • Proficiency in MS Office (Outlook, Excel, Word and PowerPoint)
  • Proven experience working independently
  • Technology savvy with a strong knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship                      
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