Administrative Assistant IV

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.