Administrative Assistant

About the opportunity Roessel Joy is partnering with an established financial services firm in Somerville, MA to hire an Administrative Assistant. This is a professional, people-facing role for someone who is organized, discreet and comfortable supporting a team of finance professionals and leaders. What you'll do Provide day-to-day administrative support to a team of advisors, analysts and senior leadership Manage calendars, schedule client and internal meetings and coordinate visitors Prepare client-ready documents, presentations, reports and correspondence Arrange travel, process expense reports and handle vendor and office orders Support client onboarding paperwork, account forms and recordkeeping Keep files, records and shared drives accurate and organized, following firm compliance standards Coordinate team meetings, events and new hire onboarding Handle confidential client and company information with discretion What we're looking for 2+ years of administrative assistant or office support experience Strong skills in Microsoft Office (Outlook, Word, Excel, PowerPoint) Excellent organization, attention to detail and accuracy A polished, professional presence and strong written and verbal communication Ability to manage competing priorities and meet deadlines Experience in financial services, banking, wealth management, insurance or accounting is a plus, but not required Experience with CRM or expense tools such as Salesforce or Concur is a plus #J-18808-Ljbffr Roessel Joy