Administrative Assistant - Financial Services

We are an independent investment advisor in downtown Boston seeking an Administrative Assistant to join our team.  Our firm manages separate accounts for individuals, families, foundations and endowments.    We are SEC registered; with a long history of maintaining the highest standards of practice in all facets of firm activity.

 

In this role, you will provide general office support and reception coverage including mail distribution, file maintenance, general firm mailings and ordering supplies.  You will also prepare presentation materials and assist with special projects.  We seek someone who is interested in eventually taking on additional responsibilities in portfolio administration.  This will include, but not be limited to, monthly reconciliations and trade settlement procedures.

 

The ideal candidate has a minimum of 5 years of solid administrative experience with strong proficiency in Microsoft Word, Outlook and Powerpoint.  Knowledge of Excel a plus.    Must have excellent communication skills.  A minimum of an Associates Degree required.  Experience within the financial services industry desirable but not required. 

 

We offer competitive salary and a comprehensive benefits plan. 

 

Please submit resume, cover letter and salary requirements.  

 

We are an equal opportunity employer.