Admin Assistant IV

Our client, a Leading Bank, is looking for a Admin Assistant IV, to join their growing team.

Job Title: Administrative Assistant IV (hybrid)

Duties:

Will assist with the Portfolio Management team’s service delivery processes and provide outstanding client service.
Assist the Portfolio Management team in solving client and advisor issues as it relates to operational and logistical inquires.
Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services.

Responsibilities:

Assist with the creation and distribution of Portfolio Review Books, including printing and binding of books;
Distribute Investment Policy statements and Re-allocation Letters;
Schedule PM client review meetings;
Create and submit expense reports in a timely manner;
Answering phones and queries from clients;
Assist with Salesforce entries, leveraging Salesforce to put together client meeting calendar for PM

Skills:

Minimum of 5 years’ computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint).
Minimum 5 years’ experience in an administrative capacity.
Excellent verbal, written and interpersonal communication skills required to communicate effectively with all levels of colleagues and clients.
Strong organizational and prioritization skills.
Previous experience working in a fast-paced, high volume, deadline-oriented environment preferred.
Experience in Investment Services experience preferred.
Must be a self-started with a ‘can do’ attitude.

Education:
High School diploma with a minimum of five (5) years of general administrative support experience required.

Required Skills:
CLIENT COMMUNICATION
ADMINISTRATIVE SUPPORT
EXCELLENT WRITING
EXCEL
Additional Skills:
CLIENT SERVICES
SCHEDULING
ANSWERING PHONES
LIAISON
PORTFOLIO MANAGEMENT
MICROSOFT POWERPOINT
CLERICAL
MICROSOFT WORD
OPERATIONS
SALESFORCE

Admin Assistant IV

Our client, a Leading Bank, is looking for a Admin Assistant IV, to join their growing team.

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