Administrative Assistant

Boston, MA




  • Answer phone calls, respond to questions, take accurate messages and direct callers to proper parties. Guarantee no call or communication goes unaddressed.
  • Be attentive to client complaints when speaking with them. Troubleshoot and follow through with administrative procedures to resolve client issues.
  • Sort and correctly distribute mail, fax, make copies, file, gather and arrange materials and pertinent information for supervisor or assigned project.
  • Produce (standard or customized) client presentation materials (using Word, PowerPoint).
  • Gather marketing materials, uphold database, schedule resources including people, meetings, rooms, and equipment.
  • Finish travel and expense reports and plan and organize meeting arrangements and calendars.
  • Proactively manage the administrative procedures tied to the day to day management of the office to find ways of improving efficiencies within the office.
  • Responsible for formulating and processing account documentation including account opening/closing/maintenance and investment policy statements.





  • Minimum of 1 to 5 years’ experience in an administrative or client service support role
  • Professional demeanor and appearance
  • Proficiency required in word processing and spreadsheet applications (i.e. Microsoft Suite)
  • General knowledge and understanding of security markets and industry compliance requirements preferred (i.e. fixed income, equity)
  • Finance experience would be a plus, but not mandatory



Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.


Date Posted 10/9/2019
Salary $18.00/hr

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