Senior Administrative Assistant

Loomis, Sayles & Company; Orinda (CA); Hybrid; USD 75,000 - 90,000; Full time

Job summary

An established industry player is seeking a Senior Administrative Assistant to join their dynamic team. This hybrid role involves supporting relationship managers and sales, ensuring exceptional client service and communication. The ideal candidate will be detail-oriented, flexible, and possess strong organizational skills. You'll play a crucial role in managing schedules, coordinating meetings, and handling confidential information. If you're looking to make a significant impact in a collaborative environment, this position offers a fantastic opportunity for growth and development.

Qualifications

• Bachelor's degree or equivalent experience required.
• 3+ years in financial services preferred.
• Exceptional communication and organizational skills.

Responsibilities

• Provide administrative support to relationship managers and sales.
• Organize meetings and maintain calendars.
• Manage client communications and relationships.

Skills

Client-centric orientation

Exceptional communication skills

Attention to detail

Data management and analysis

Organizational skills

Ability to multi-task

Problem-solving

Education

Bachelor's degree

3 years relevant experience

Tools

Microsoft Office Suite

Job description

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Loomis, Sayles & Company provided pay range

This range is provided by Loomis, Sayles & Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $90,000.00/yr

About The Role

The institutional services department is currently seeking a senior administrative assistant to support a team of relationship managers and sales. This is a hybrid role and will require you to be in the office 3 days a week.

About The Team

The Relationship Management Team is responsible for retaining and improving client relationships through exceptional client servicing. The Sales team is responsible for asset growth, strategy, and building awareness regarding Loomis Sayles investment capabilities.

This Senior Administrative Assistant will provide support to 2 relationship managers and 1 sales manager.

We are seeking a committed, personable, detail-oriented, and flexible individual with the ability to multi-task and deliver high levels of service to the team and clients.

Job Responsibilities

1. Provide administrative support, including composing and editing correspondence, directing telephone calls, coordinating meetings or calls, maintaining calendars, processing invoices and expenses, making travel arrangements.
2. Organize materials and logistics for meetings, conference calls, and conferences.
3. Ensure appropriate and timely communication of information to and from managers.
4. Maintain working knowledge of relevant policies and procedures.
5. Interface with various groups in the organization to share or retrieve information - specifically, Marketing, Client Service, Corporate Communications, Legal, etc.
6. Assume responsibility for special projects and additional responsibilities as assigned.
7. Assist with the setup and maintenance of internal account information.
8. Coordinate marketing and client email communications.
9. Cultivate and build trusting client relationships through active communication with clients, processing client requests, resolving and troubleshooting issues and inquiries.
10. Manage and track the team's professional memberships, conferences, charitable requests.
11. Assemble potentially confidential information.

Qualifications & Education Requirements

1. Bachelor's degree or equivalent experience.
2. Minimum 3 years relevant work experience in a financial services environment preferable.
3. Client-centric orientation and desire to go above and beyond.
4. Exceptional communication skills - both verbal and written.
5. Superior attention to detail and organizational skills.
6. Strong data management and analysis skills.
7. Capacity to handle multiple tasks simultaneously with ease.
8. Ability to resolve issues under tight deadlines.
9. Flexibility and willingness to work extra hours when necessary.
10. Trustworthy and able to responsibly manage confidential information.
11. Can-do approach and high accountability.
12. Proficiency with Microsoft Office Suite.

Additional Details

Salary Range: $75K-$90K

Senior Level

• Mid-Senior level

Employment Type

• Full-time

Job Function

• Administrative

Industries

• Administrative and Support Services