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Reference Number:
3700
Job Description:
You will provide administrative support to investment professional staff. You must have worked in the Financial Services Industry with at least 3 yrs experience as an Executive Assistant.
DUTIES AND RESPONSIBILITIES:
? Answers and screens telephone calls in a professional and timely manner; takes accurate messages with a high degree of professionalism and courtesy; arranges conference calls.
? Exercises considerable judgment and discretion in handling requests for appointments and telephone calls.
? Reviews and responds to daily internal/external mail and overnight packages; sends and receives faxes.
? Prepares daily mail: organizes and prioritizes.
? Orders/serves lunch when requested.
? Composes, types, and distributes professional correspondence and memoranda, E-mails and faxes, using individual initiative and as assigned.
? Proactively establishes, and maintains highly organized filing system; files correspondence and other records.
? Coordinates calendar and schedules appointments, ensuring all parties are informed of and kept abreast of schedule awareness.
? Meets and greets visitors in a courteous and professional manner.
? Coordinates travel arrangements; completes expense reports and processes invoices; ensures that correct account codes are used and required signatures obtained.
?Coordinates meetings including but not limited to preparing and distributing agendas and other meeting materials, reserving and preparing facilities, ordering food, etc.
? Assists with special projects as assigned.
?Demonstrates a high level of professionalism in dealing with confidential and sensitive issues.
? Performs general clerical duties including but not limited to filing, photocopying, faxing, and mailing.
? Performs other duties as assigned by supervisor.
? Provides backup to other EA and staff as required.
QUALIFICATIONS:
? Bachelor?s degree (B.A.) or equivalent and work experience.
? Proficient on MS Word, Excel & PowerPoint
? Professional appearance and demeanor
? Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
? Acute attention to detail.
? Commitment to excellence and high standards.
? Ability to work on complex projects with general direction and minimal guidance.
? Ability to deal effectively with a diversity of individuals at all organizational levels.
? Good judgment with the ability to make timely and sound decisions
? Creative, flexible, and innovative team player
? Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow.
? Demonstrated ability to plan and organize projects.
SEND RESUME AS AN MS WORD ATTACHMENT to diane@dmstone.com
Experience Level:
Unspecified
Requirements:
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