Administrative Assistant

Excel Partners; Greenwich (CT); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Strong salary

Bonus

Excellent benefits

Job summary

Excel Partners is seeking an Administrative Assistant to support the Investor Relations team. This role involves scheduling meetings, preparing materials, and covering phone lines. The ideal candidate has 2-5 years of administrative experience, preferably in financial services, and strong organizational skills.

Applicants should have a BA/BS degree, knowledge of Microsoft Office, and exceptional attention to detail. The position offers a strong salary, bonus, and excellent benefits.

Qualifications

• 2-5 years of administrative experience, preferably in financial services.
• Strong academic performance in college degree.
• Strong proficiency in Microsoft Office tools.

Responsibilities

• Schedule meetings and manage investor relations processes.
• Prepare meeting materials and expense reports.
• Provide coverage for multiple phone lines.

Skills

Organizational skills

Microsoft Office (especially Outlook)

Event planning

Attention to detail

Judgment and professionalism

Education

BA/BS preferred

Job description

Our client is currently seeking an Administrative Assistant to support the Investor Relations team. This position offers a strong base salary, bonus, and excellent benefits.

Job Description

• Heavy meeting scheduling
• Responsible for tracking investor calls, meetings, prospect mailbox and other departmental processes
• Preparing meeting materials
• Multiple phone line coverage
• Assist with planning and execution for both internal and client events
• Scanning, filing and organizing various documents
• Preparing expense reports for the department
• Assistance with ad-hoc projects

Qualifications

• 2-5 years of solid administrative experience with a track record of professional success; financial services experience strongly preferred but not essential
• BA/BS preferred with solid academic performance
• Knowledge of Microsoft Office products with emphasis on Outlook
• Exceptional organizational skills and attention to detail
• Experience with event planning is highly preferred
• Ability to maintain process and meet deadlines
• Excellent judgement and someone who takes pride in their work
• Maturity and high degree of professionalism

Additional Information

All your information will be kept confidential according to EEO guidelines.