Investment Administrative Assistant

Boston, MA | Direct Hire

Post Date: 07/07/2017 Job ID: 78932 Specialty: Office Services

A Boston based investment management firm has an opening for an Investment Administrative Assistant to join their team. This position is a member of the five person administrative support team that assists and supports the firm’ s public investment team, including providing back-up support to Partners and, time permitting, ad hoc support and projects as needed. The person in this role will report to the Manager, Investment Team Support, and will be responsible for working the scheduled hours of 10: 00 a.m. to 6: 00 p.m., Monday through Friday, with flexibility to adjust hours as needed. Apply today!

Responsibilities for the Investment Administrative Assistant:     
  • Provide excellent administrative support and client service
  • Communicate and collaborate effectively with teammates to ensure continuity of work, and priority and completion of work, in order to ensure top notch, seamless support
  • Screen and direct various communications, including answering and directing incoming calls, setting up conference calls, etc.
  • Assist with calendar management, travel and meeting arrangements, etc. for analysts 
  • Maintain various company databases, contacts, and filing systems
  • Download, organize and distribute research from various websites and on-line research tools
  • Document scanning, filing, and managing
  • Prepare expense reports
  • Draft various correspondences for analysts, as requested
Requirements for the Investment Administrative Assistant:
  • Undergraduate degree with 4+ year’ s professional experience in a direct administrative or executive assistant support role to one or more senior level executives, financial industry experience preferred
  • Strong command of English grammar and syntax
  • Demonstrated experience managing a complex calendar
  • Reputation with previous employers for demonstrating the highest integrity and outstanding performance and for maintaining discretion at all times
  • Ability to work independently while at the same time work effectively in a collaborative structure and with personnel throughout every level of the company
  • Aptitude to thrive in a fast-paced, deadline oriented environment
  • Intermediate to advanced level Microsoft Office skills (Word, Excel, Outlook)
  • Proven track record of success working collaboratively within a large team strongly preferred
  • 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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