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Financial Administrative Assistant Jobs

Company

Monument Staffing
Address Greater Boston, United States
Employment type FULL_TIME
Salary
Expires 2023-05-26
Posted at 1 year ago
Job Description

MA residents ONLY


A fantastic financial services company located south of Boston is seeking an Administrative Assistant to join their team. This position requires great attention to detail, organization, and professionalism. The successful candidate thrives in a fast-paced environment and comes from a financial services background.


Responsibilities

  • Liaise as the main point of contact between clients and advisors through phone calls and email communication.
  • Assist with broker deals and other investment-related paperwork and requests.
  • Create reports, meeting agendas, and presentations.
  • Handle calendar management and scheduling for the team.


Qualifications

  • Prior experience submitting investment paperwork and broker deal/trading experience is heavily preferred.
  • 5+ years of prior administrative experience required.
  • Ability to multitask and work within a fast-paced environment.
  • Excellent written and verbal communication skills.
  • 5+ years' experience in financial services or investment management required.
  • Bachelor's Degree required.