Administrative Assistant

Our client, an investment and advisory firm, is seeking a detail-oriented Administrative Assistant to support its Client Services team on a temp-to-perm basis. You'll keep the team running smoothly day-to-day and help create an excellent experience for both internal stakeholders and clients.

This role is on-site four days per week.

Hourly pay rate: $30-35/hr

Duties:

• Manage calendars, scheduling, and meeting logistics
• Coordinate travel arrangements and process expense reports
• Prepare, format, and proofread correspondence, presentations, and client-facing materials
• Answer and direct phone calls, emails, and inquiries professionally
• Maintain organized filing systems for client records and documentation
• Assist with onboarding new clients, including preparing welcome materials and tracking documentation
• Coordinate with internal departments (compliance, operations, IT) on behalf of the team
• Order office supplies and manage the team's general administrative needs
• Support special projects and event planning as needed
• Handle sensitive and confidential information with discretion

What You'll Bring:

• 2+ years of administrative experience, ideally in financial services or a professional services environment
• Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Excellent written and verbal communication skills
• Highly organized with strong attention to detail
• Ability to multitask and prioritize in a fast-paced environment
• Professional demeanor and a strong client-service orientation
• Bachelor's degree preferred