Contract Administrative Assistant - Investment Management

Daley And Associates, LLC.

Boston (MA)

On-site

USD 37,000 - 45,000

Full time

3 days ago
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Job summary

Daley And Associates, LLC is seeking an Administrative Assistant for a contract engagement in Boston, MA. The role supports senior leaders with calendar management, travel coordination, and preparation of client reports and presentations.

You will manage vendor relations, collaborate with global teams, and assist in onboarding and expense reporting, demonstrating discretion and professionalism. The ideal candidate will have 1-3+ years of administrative experience in investment management,

Qualifications

  • 1-3+ years of administrative experience in investment management, financial services, or professional services.
  • Bachelor’s degree (required).
  • Strong written and verbal communication and interpersonal skills.
  • Proven ability to navigate competing deadlines and changing priorities.
  • Excellent time-management, organization, and prioritization skills.

Responsibilities

  • Perform complex calendar management via Microsoft Outlook.
  • Coordinate travel arrangements and itineraries (domestic and international).
  • Spearhead logistical coordination of meetings and events, ensuring optimal preparedness and execution.
  • Prepare and deliver client reporting, presentation materials, and meeting prep packets.
  • Manage internal and external correspondence, and build relationships with clients and vendors.
  • Assist in new-hire onboarding processes and logistics, including equipment orders.
  • Update and maintain detailed information in appropriate systems.
  • Perform expense reporting.
  • Support special projects as needed.

Skills

Communication
Interpersonal skills
Time management
Organization
Prioritization
Confidentiality
Professionalism

Education

Bachelor’s degree

Tools

Microsoft Word
PowerPoint
Excel
Outlook

Job description

Daley And Associates, LLC is seeking an Administrative Assistant for a contract engagement in Boston, MA. The role supports senior leaders with calendar management, travel coordination, and preparation of client reports and presentations.

You will manage vendor relations, collaborate with global teams, and assist in onboarding and expense reporting, demonstrating discretion and professionalism. The ideal candidate will have 1-3+ years of administrative experience in investment management,

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