Administrative Assistant/Coordinator – Marketing/Client Services

Summary

Top notch asset management firm is seeking an assistant to support senior level executives in Marketing/Client Services. Responsibilities include: heavy phone coverage, calendar management, travel and expenses, meeting planning, and gate keeping. Additional responsibilities include: input into CRM database, internal point person for client requests, material prep for meetings, coordinating reports and distribution, and assisting with on-boarding clients.

Qualifications

The ideal candidate must have a college degree plus 4+ years of support experience. Financial services experience and an interest in marketing are required. Must have great communication skills, both written and verbal, and strong technical skills in Excel, PowerPoint and Salesforce. Must be proactive, strong at multi-tasking and a great team player.

Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Youtube
Consent to display content from Youtube
Vimeo
Consent to display content from Vimeo
Google Maps
Consent to display content from Google