Administrative Assistant

Boston, MA 02109

Posted: 01/17/2019 Employment Type: Contract Specialty: Office Services Job Number: 82871

A leading financial services company in Boston’ s Financial District is seeking an Administrative Assistant to join their team. In this contract role, you will support the entire department staff and Office Head with all administrative duties of the office. This position is also responsible for assisting with marketing and client deliverables and ensuring adequate support for the office. Apply today!

Responsibilities for the Administrative Assistant:
  • Help ensure client needs are being met and company’ s services are properly delivered, ensuring clients are 100% satisfied
  • Answer phone calls, respond to inquiries, take accurate messages and direct callers to appropriate parties
  • Be alert to client complaints when speaking with clients
  • Troubleshoot and follow through with administrative processes to resolve client issues
  • Sort and distribute mail, fax, make copies, file, gather and arrange materials and relevant information for supervisor or assigned project
  • Ensure accuracy when filing client documents and handling client material
  • Create (standard or customized) client presentation materials (using Word, PowerPoint)
  • Compile/assemble marketing materials, maintain database, and schedule resources including people, meetings, rooms, and equipment
  • Complete travel and expense reports and plan and organize meeting arrangements and calendars
  • Manage the administrative processes tied to the day to day management of the office to find ways of improving efficiencies within the office
  • Prepare and process account documentation including account opening/closing/maintenance and investment policy statements
  • Handle asset transfers including funds transfers and check requests
  • Prepare client correspondence, including mail merge projects and event invitations
  • Organize and maintain Records Management database and storage schedule
  • Order supplies either locally or through Purchasing office as needed
  • Perform various other related duties as required to facilitate the productivity of the department
  • Backup for Office Manager on office administration duties
Requirements for the Administrative Assistant:
  • 1-5 years experience in an administrative or client services support role
  • 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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