Administrative Assistant, Client Services

Administrative Assistant, Client Services

Responsible for a variety of projects, analyses, presentations, and letters to clients and consultants while providing general administrative support.

• Prepare and manage monthly, quarterly, and yearly client/consultant letters.
• Create presentations using PowerPoint, ensuring accuracy and consistency with business standards.
• Update the client database promptly and communicate changes to team members; ensure all information is accurate when new accounts are added.
• Manage mailings, including books and letters, to clients and prospects; collaborate with team members on other items sent to clients and prospects.
• Coordinate departmental scheduling, reserving conference rooms as needed, and ensure all meeting materials are recorded in the tracking system.
• Arrange travel when required.
• Support ongoing and ad‑hoc client service deliverables.
• Provide backup support to the receptionist as needed.

• 5+ years of related experience in a corporate office environment, preferably in the finance industry.
• Excellent computer skills, including Word, PowerPoint, Excel, and Outlook.
• High attention to detail with the ability to accurately input and manage data.
• Professional communication skills and an approach suitable for all levels of management.
• Ability to multitask, work independently, and follow established procedures.
• Effective teamwork skills within a team‑oriented environment.
• Bachelor’s degree preferred.

Targeted base salary of $70,000–$80,000, DOE.