Administrative Assistant IV
Veterans Sourcing Group
Administrative Assistant
Duration: 12+ Months (Possible extension) Location: Lake Mary, FL 32746 Onsite Role (4 days a week)
Responsibilities:
- Responsible for providing leverage for the entire Tax-Sensitive group relative to administration and support.
- S/he will be a central figure in organizing prospect, client and consultant meetings and events.
- Risk management is a critical function for this role pertaining to internal audit requirements for privacy, confidentiality and record keeping.
- Responsible for reconciling calculated prices, amounts and dates on all municipal bond trade tickets, immediately in the morning after each trading day and provide assistance to the trading desk.
- Will be responsible for maintaining and updating spreadsheets / reports to facilitate trading.
- Assist Product Management with the maintenance of competitor information / databases with regard to competitors' clients, (underperforming) strategies, new products etc.
- Broad/general understanding of the products and strategies that the Standish Tax-Exempt group manages.
Education/Experience:
- 4-year undergrad degree required.
- Must have strong computer skills, including Microsoft Word, Excel, Access and PowerPoint.
- Individual should have basic knowledge of fixed income and general knowledge of the financial industry.
- Excellent communication (verbal and written), presentation skills
- Strong organizational and prioritization skills with emphasis on project management.
- Ability to coordinate multiple tasks and adhere to strict timeframes.
Vacancy posted 21 hours ago
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