Job Title:
Administrative Assistant
Job Code:
Job Category:
Administrative/Executive Assistant
Job Type:
Job Location:
Boston - MA
Date Posted:
Oct 12 2021

Boston investment management firm is seeking an Administrative Assistant to add to their growing team. The individual in this role will support the Director of Client Service, Director of Wealth Management, and the Client Service Manager. The Administrative Assistant will provide administrative support and clerical support.

Position Responsibilities:

  • Provide calendar management for the Director of Client Service, Director of Wealth Management, and the Client Service Manager while serving as their point of contact when they are away from the office
  • Assist Client Service Associates to prepare materials for meetings and deliverables for clients and advisors as well as generate client correspondence
  • Maintain electronic client records within the CRM database including meeting notes, scanning, and electronic filing
  • Work with the marketing team to prepare marketing production materials and to complete marketing requests
  • Assist 4 Relationship Manager as needed with tasks including scheduling and organizing conference calls and meetings

Position Qualifications:

  • Bachelor's Degree
  • 3-5 years experience as an administrative assistant
  • Financial service industry experience preferred
  • Highly organized with a keen attention to detail
  • Ability to work independently, but able prioritize multiple tasks and meet strict deadlines
  • Strong written and verbal communication skills
  • Skilled in Microsoft Office Suite and Microsoft Dynamics
  • Experience using Schwab Institutional website a plus
Required Years of Experience:
Additional Info:
For more information contact: Chris Kennedy (617) 728-4100 |
Salary Range:


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