Administrative Assistant

Preferred Experience/Skills for the Administrative Assistant: Previous administrative experience within asset management, investment management, private equity, hedge funds, banking, or financial services. Required Experience/Skills for the Administrative Assistant: Previous experience in an Administrative Assistant, Office Assistant, Team Assistant, or similar corporate administrative role.

Client Overview:
Our client, a well-established asset management firm is seeking a polished, highly organized, and detail-oriented Administrative Assistant to join their Corporate team. This organization offers a professional, collaborative, and fast-paced financial services environment where discretion, efficiency, and exceptional administrative support are highly valued. The ideal candidate is a proactive, personable professional who enjoys supporting a busy team, managing multiple priorities, and contributing to the smooth day-to-day operations of a sophisticated corporate office.

Salary/Hourly Rate:
$27/hr

Position Overview:
The Administrative Assistant will provide comprehensive administrative and operational support to professionals within a busy asset management firm. This individual will be responsible for coordinating schedules, preparing documents, managing correspondence, maintaining internal records, and assisting with general office operations. The ideal candidate is highly organized, resourceful, polished, and comfortable working in a fast-paced financial services environment. This role requires strong communication skills, exceptional attention to detail, and the ability to anticipate team needs while managing competing priorities. This is an excellent opportunity for an administrative professional looking to gain valuable experience within the asset management and financial services industry.

Responsibilities of the Administrative Assistant:

• Provide day-to-day administrative support to investment professionals, senior team members, and other corporate departments.
• Manage calendars, schedule meetings, coordinate conference calls, and assist with appointment logistics.
• Coordinate internal and external meetings, including conference room reservations, meeting materials, and catering arrangements.
• Assist with domestic travel arrangements, itineraries, and related scheduling needs.
• Prepare, edit, format, and proofread correspondence, reports, presentations, spreadsheets, and other business documents.
• Manage incoming phone calls, emails, and general administrative inquiries in a professional and timely manner.
• Assist with expense reporting, invoice processing, and reimbursement tracking.
• Maintain accurate electronic and physical filing systems, including confidential business documentation.
• Support data entry, database updates, and internal recordkeeping.
• Assist with organizing client meetings, investor-related materials, and business correspondence.
• Coordinate with internal departments, external vendors, and business partners as needed.
• Maintain spreadsheets, administrative trackers, and reports to support daily business operations.
• Assist with office supply management, mail distribution, packages, and general office coordination.
• Support meeting preparation, conference room setup, and client hospitality needs.
• Track deadlines, outstanding requests, and administrative follow-ups to ensure timely completion.
• Handle sensitive financial and business information with discretion and professionalism.
• Assist with special projects, reporting requests, and additional administrative initiatives.
• Provide general office and administrative support as business needs arise.

Required Experience/Skills for the Administrative Assistant:

• Previous experience in an Administrative Assistant, Office Assistant, Team Assistant, or similar corporate administrative role.
• Strong proficiency in Microsoft Office, particularly Outlook, Excel, Word, and PowerPoint.
• Experience with calendar management, meeting coordination, document preparation, and general administrative support.
• Excellent written and verbal communication skills.
• Professional, polished, and personable demeanor.
• Strong organizational skills and exceptional attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong data entry, proofreading, and document formatting skills.
• Ability to handle confidential and sensitive information with discretion.
• Proactive, resourceful, and solutions-oriented mindset.
• Strong interpersonal skills and ability to communicate professionally with executives, colleagues, clients, and external stakeholders.
• Ability to work independently while collaborating effectively with a team.
• Strong time management skills and demonstrated follow-through.
• Adaptable, dependable, and willing to assist with a variety of administrative responsibilities.
• Comfortable working in a professional, detail-oriented corporate environment.

Preferred Experience/Skills for the Administrative Assistant:

• Previous administrative experience within asset management, investment management, private equity, hedge funds, banking, or financial services.
• Experience supporting investment professionals, portfolio managers, analysts, or senior executives.
• Familiarity with financial services terminology and professional office procedures.
• Experience coordinating client meetings, investor communications, or executive presentations.
• Strong Excel skills, including maintaining trackers, organizing data, and preparing reports.
• Experience with expense management platforms such as Concur.
• Familiarity with CRM systems such as Salesforce or similar business platforms.
• Experience preparing financial presentations, reports, and confidential business materials.
• Previous experience supporting multiple professionals in a fast-paced corporate environment.
• Ability to anticipate administrative needs and proactively improve office processes.

Education Requirements:

• High school diploma or equivalent is required.
• Associate's or Bachelor's degree is preferred.

Benefits:

• Atrium Care Package available, upon eligibility (including healthcare plans, discount programs, and paid time off).

Job Wrapping ID: #LI-AJ3

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EOE/M/F/D/V/SO

Position ID: 412125