Description
About Neuberger Berman, LLC:
Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.
JOB DESCRIPTION:
To work as an administrative assistant supporting the marketing and client servicing efforts of a Managing Director/Wealth Advisor.
RESPONSIBILITIES:
· Maintain calendar of Manager including scheduling meetings, meeting and greeting visitors, coordinating conference rooms, video conferences and making meal arrangements.
· Assist in answering a very heavy volume of multiple phone lines. Expected to take coherent, efficient and detailed messages and to maintain professional demeanor on all phone calls. High profile/contact with clients, other companies’ executives and internal executives.
· Type correspondence, prepare marketing materials, and prepare prospect and client presentations.
· Perform general administrative duties: copying, faxing, filing, binding presentations, supply orders, sorting and distributing mail.
· Handle travel arrangements including airline reservations, hotel accommodations, car rental reservations, car service arrangements and driving directions as needed.
· Prepare travel and expense reports as needed.
· Participate in “team" effort with regard to the marketing and client servicing efforts, and in many instances acting as a liaison between the portfolio management team and other departments around the firm for purposes of tracking down information or assisting with special projects.
· Create entries and maintain all client and prospect data in Siebel database.
· Prepare and execute mass mailings (i.e., brochure requests, newsletter requests, quarterly client reports, etc.).
· Must be willing to learn and utilize internal client account maintenance programs.
Requirements
· College degree
· 1-3 years corporate administrative experience (Financial Industry experience preferred)
· Ability to take initiative and work with minimal supervision
· Ability to prioritize and handle multiple tasks simultaneously in a fast-paced environment
· Intermediate to advanced MS Word, including working knowledge of mail merge and tables
· Proficiency with MS Excel, PowerPoint, and Outlook; Siebel a plus
· Excellent organizational and communication skills
Neuberger Berman is an equal opportunity/affirmative action employer.
The Firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.