Provide proactive administrative and analytical support to the DC office, the Regional Director, and other office professionals
Act as an initial point of contact for client inquiries and team communications
Independently handle certain routine to moderately complex client matters and undertake research or take needed action to resolve issues
Serve as direct back-up to other team/office support professionals to provide team-based coverage
Daily transaction processing
Securities transfers, cash and check requests, gifts, deposits, routine client information requests, and updating client information
Monitor and review daily reports for accuracy, action items, resolution, and follow-up
Coordinate client meetings, including scheduling, dining arrangements, travel, security, and other related activities
Assist in the reception of client guests, and answer office phones as needed
Communicate with clients in a professional and pleasant manner; maintain confidentiality and discretion in all client and professional interactions
Manage the daily schedule and prepare client meeting materials
Assist with the preparation of presentation materials for meetings in collaboration with relationship teams
Ensure the cleanliness and overall appearance of the office including meeting rooms and reception area
Draft professional written correspondence
Assist business development team with research, mailings, data input, and correspondence
Partner with Office Services and order supplies
Coordinate with property manager and staff for on-site visits, maintenance, etc.

Requirements

Bachelor’s degree or equivalent experience required
Minimum of three years of relevant work experience in a financial services environment is preferred.
Excellent verbal and written communication skills
Proven ability to maintain confidentiality and discretion
Mastery of Microsoft Office and ability to adapt to IT applications as needed
Knowledge of Client Relationship Management (CRM) system is required; Salesforce.com is preferred
Motivated with professional presence
Able to be proactive and anticipate needs
Proven organizational, multi-tasking, and problem-solving skills
Proven ability to work well under pressure
Accuracy and attention to detail.

Benefits

Competitive health and welfare benefits, including company HSA contributions
Numerous voluntary benefit choices available
Superior 401k match
Tuition reimbursement
Company subsidized commuter benefits
Generous paid time off, including parental leave
Plus more!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

administrative supportanalytical supporttransaction processingsecurities transfersclient information managementpresentation preparationdata inputproblem-solvingaccuracyattention to detail

Soft Skills

verbal communicationwritten communicationconfidentialitydiscretionprofessional presenceproactiveorganizational skillsmulti-taskingability to work under pressureanticipation of needs