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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.
Veterans Sourcing Group
Vacancy posted 2 days ago
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