Administrative Assistant

The Administrative Assistant provides comprehensive administrative and office support to ensure the smooth daily operations of Joyal Capital Management. This role serves as a first point of contact for clients and guests while supporting internal teams, including the Insurance Team, with coordination, documentation, and reporting activities.

• Answer and route incoming phone calls in a professional and courteous manner
• Greet clients and visitors and direct them to appropriate meeting rooms
• Coordinate meeting room setup and breakdown, including weekly firm-wide emails outlining upcoming meetings
• Coordinate welcome signage for client meetings
• Order food and beverages in advance of meetings as needed
• Sort and distribute incoming and outgoing mail
• Perform firm-wide document shredding in accordance with confidentiality standards

• Obtain and track medical records required for insurance underwriting and servicing
• Assist with due diligence reports by gathering, organizing, and maintaining supporting documentation
• Prepare and distribute weekly global firm reporting
• Track and report Business of the Month revenue
• Contact insurance agencies and carriers to obtain updated policy values and required documentation
• Maintain organized and accurate insurance client files while ensuring confidentiality and compliance standards are met

• Manage and organize the downstairs file room, including reviewing, sorting, and maintaining records to improve accessibility and efficiency.