Senior Administrative Assistant - Investment Banking (Boston)

Raymond James; Boston (MA); On-site; USD 55,000 - 86,000; Full time

Job summary

An established financial services firm is seeking a Senior Administrative Assistant to support its investment banking team in Boston. This role involves managing data entry, scheduling appointments, and facilitating client interactions. The ideal candidate will possess strong communication skills and a keen attention to detail, contributing to a collaborative work environment. With a commitment to professional growth and a people-first culture, this company offers a unique opportunity to thrive in the financial sector while making a meaningful impact on clients and communities.

Qualifications

• Proficient in data entry and maintaining accurate records.
• Effective verbal communication skills for client interactions.

Responsibilities

• Conduct data entry and ensure information accuracy.
• Schedule appointments and organize travel plans.
• Manage external and internal client relationships.

Skills

Verbal Communication

Data Entry

Office Software Proficiency

Customer Service

Data Analysis

Education

High School Diploma

Job description

Senior Administrative Assistant - Investment Banking (Boston) page is loaded

Senior Administrative Assistant - Investment Banking (Boston)

Apply locations Boston, Massachusetts - United States time type Full time posted on Posted 26 Days Ago job requisition id R-0003599

Job Description

Responsibilities:Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.Respond to routine requests using form letters or emails; respond to more unusual requests by editing templates to create customized responses.Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following detailed instructions to facilitate business meetings.Organize own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary.Receive and screen visitors, answering routine questions, providing information, or directing requests elsewhere.Support in using the internal communications system to access specific information on request.Create, organize, and maintain files containing the correspondence and records of a senior colleague.Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.Help manage external client relationships by carrying out simple procedural tasks.Help manage internal client relationships by carrying out simple procedural tasks.Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.Use data management systems to access specific information as and when required.Skills:Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives.Works at an intermediate level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works with guidance.Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision).Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works with guidance.Works with guidance (but not constant supervision) to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.Works at an intermediate level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works with guidance.Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.

Education

High School (HS) (Required)

Work Experience

General Experience - 7 to 12 months

Certifications

Salary Range

$55,000.00-$85,009.60

Travel

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

About Raymond James

Raymond James is a diversified financial services company providing wealth management, capital markets,
asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Join our Talent Network

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.

As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our Culture Blueprint . Check it out to see why many choose to work at Raymond James – and why they stay.