Administrative Assistant

Washington, DC
Oct 08, 2019
Oct 21, 2019
Full Time
Are you a bright professional with experience as an Administrative Assistant? Are you organized and able to work independently while functioning as a financial Executive teams' right hand? Do you have exceptional attention to detail and an ability to complete error-free work? Are you computer-savvy? Do you enjoy assisting clients in servicing accounts while providing exceptional service? If so, read on!

We have a terrific opportunity for an Administrative Assistant to join our growing team! This is a full-time permanent role with excellent benefits!

  • Handle client calls and arrange internal/external meetings
  • Generate reports for Advisor's meetings with clients
  • Service client accounts
  • Process phone calls from clients, when appropriate
  • Handle customer service and client needs
  • Update pending business summary sheets for Advisor's attention when documents are outstanding
  • Update contact management system
  • Draft letters as directed by Advisors
  • File and upload client paperwork, statements, correspondence, and so forth
  • Assist with events and projects as directed by Advisors
  • Make suggestions to systematize and improve office functioning
  • Anticipate Advisor's needs and handle them proactively

Job Requirements


Must be able to handle multiple projects simultaneously and operate successfully under deadlines.

Must be able to follow directions while knowing when to take the ball and run with it.

Software experience in Microsoft Word, Excel, and PowerPoint is required.

Two or more years administrative experience

Bachelors Degree preferred

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.

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