A Boston based Investment firm is seeking a professional and highly organized Administrative Assistant to support a team within their financial services/product division. This temp-to-perm opportunity is ideal for someone looking to gain experience in a fast-paced, corporate financial services environment while building a long-term career. The role requires strong administrative, communication, and technical skills to ensure the smooth operation of day-to-day business activities.
Key Responsibilities
- Provide administrative and logistical support to senior team members
- Coordinate meetings, manage complex calendars, and arrange domestic/international travel.
- Prepare, edit, and format reports, presentations, and client correspondence.
- Event Planning**
- Process expense reports, manage vendor invoices, and track departmental budgets.
- Support internal communications, event coordination, and documentation updates.
- Handle sensitive information with the highest level of confidentiality and professionalism.
Qualifications
- Bachelor’s degree preferred.
- 4+ years of administrative experience in financial services, banking, or investment management.
- Strong proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook, Word).
- Excellent organizational, multitasking, and problem-solving abilities.
- Strong written and verbal communication skills with a polished, corporate demeanor.
- Ability to work efficiently in a dynamic, team-oriented environment.
