Administrative Assistant, Client Service
We are seeking an energetic, dynamic individual to work in our Client Service and Business Development Group. This professional will will work on a variety of projects, analyses, presentations, and letters to clients/consultants.
Responsibilities include:
- Help prepare and manage monthly, quarterly, and yearly client/consultant letters
- Prepare presentations using PowerPoint, ensuring presentations are accurate and consistent with business standards
- Update client database in a timely manner and communicate changes to team members; ensure information is accurate when new accounts are added
- Manage mailings, including books and letters, to clients and prospects; work with team members to manage other items sent to clients and prospects
- Manage departmental scheduling by coordinating meetings, reserving conference rooms as needed, and ensuring all meeting materials are recorded in tracking system
- Coordinate travel arrangements as needed
- Provide support for ongoing and ad hoc client service deliverables
- Provide back up support to the receptionist as needed
- Bachelor’s degree preferred
- 5+ years of related experience in a corporate office environment, preferably in the finance industry
- Excellent computer skills including Word, PowerPoint, Excel and Outlook
- Ability to accurately input and manage data
- Attention to detail
- Professional approach in dealing with all levels of management
- Ability to multitask and work independently, yet take direction and follow established procedures
- Ability to work effectively in a team-oriented environment
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