Administrative Assistant

Washington, DC
Up to $55K/year
Apr 19, 2019
Jul 18, 2019
Full Time
We are seeking an Administrative Assistant for a private wealth management firm in downtown DC. The AA will work in a dynamic, trust-based partnership with the Managing Director and Financial Advisers to serve a broad range of clients' needs while using considerable independent thought, judgment, and discretion to meet those needs.

As a liaison between Financial Advisers and both internal and external clients, the AA needs to play a vital role not only in client relationships but in the day to day function of the office as well.

Job Requirements

♦ Minimum 1+ years of experience as a coordinator, administrative or executive support in a corporate or professional office with experience working alongside high-level professionals

♦ Providing general administrative duties including writing and editing correspondence, database maintenance, reconciling monthly expenses, filing, scheduling, faxing, and management reporting in a timely manner

♦ Excellent verbal and written communication skills
♦ Ability to prioritize and execute tasks in a deadline-oriented environment
♦ Self-starter with excellent problem-solving skills, and follow-up
♦ Attention to detail,
♦ Effective interpersonal skills and flexibility to adapt to a variety of personalities
♦ Ability to perform a wide variety of tasks and flexibility to change focus quickly as demands change
♦ Working knowledge of Microsoft Office Especially Word and PowerPoint
♦ Duties are complex and confidential requiring the highest level of discretion and independent judgment
♦ Assisting in ad-hoc reports special projects as needed often requiring independent discretion and follow-up
♦ Scheduling meetings, appointments and travel plans to effectively and accurately manage the calendar
♦ Coordinating complex, senior-level meetings and conference calls
♦ Handling a high volume of phone calls
♦ Working directly with clients in all aspects of client servicing
♦ Preparing presentations and reports for management, clients or prospects
♦ Taking part in a team environment working toward a common goal of providing exceptional client service

Additional Information

NRI is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

Similar jobs