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Administrative Assistant

Location : Galleria
Job Type : Direct
Reference Code : ATL - TLG
Hours : Full Time
Travel : No
Relocation : No


This role is responsible for performing day‐to‐day support for executive management and portfolio managers. Specific duties include:

-     Preparation/assembly of presentations for client and prospect meetings, including:

o     Data‐gathering and presentation construction

o    Working collaboratively with other members of the firm to assemble sections of presentations o     Printing and binding hard‐copy presentation meetings


-     Client transaction letters and quarterly appraisals

-     Assist in scheduling client meetings

-     Maintenance of Outlook calendars

-     Coordination of travel arrangements and expense report preparation may be required for some individuals             Memo transcriptions

-     Maintain client tracking and contact databases

-     Answering, screening and managing incoming phone calls, faxes and mail from clients

-     Assist receptionist with incoming telephone calls and greeting guests

-     Performs other administrative duties as required, such as faxing, scanning, copying, and ordering supplies 


The ideal individual’s qualifications include:


-     Professional and courteous demeanor

-     A Bachelor’s degree is preferred

-     Minimum 3 years relevant experience, some experience supporting executive/senior management

-     Must be able to perform many office‐related tasks at the same time

-     Excellent writing and communication skills

-     Proficiency in Microsoft products (Word, Excel, Outlook)

-     Highly knowledgeable and proficient in PowerPoint

-     Strong attention to detail

-     Professional, analytical, capable problem‐solver and able to follow the instruction of supervisors, but can also work with minimal supervision

-     The ability to work in a fast‐pace environment with tight deadlines and high demands

-     Interest in financial markets is a plus

-     Ability to work in an open concept area

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