Administrative Assistant

Citizens•Medford, MA

11d•$26 - $30

About The Position

Citizens is honored to be a high-quality provider in the investment industry. As an Administrative Assistant, you will be responsible for providing general administrative and clerical support for Citizens Wealth Management Divisional and Regional Directors. Responsibilities may include, but are not limited to: coordination of meetings, ordering of supplies and equipment, tracking of time off, and new colleague onboarding support. While some of the focus of this job is on the coordination and execution of administrative tasks, incumbents also spend substantial time performing clerical duties. Position requires excellent organizational skills, and the ability to handle multiple tasks simultaneously.

Requirements

1-5 years of administrative experience in financial services preferred
Strong Microsoft Office skills required
Excellent written and verbal communication skills required
Familiarity with collecting and interpreting data in order to create presentations
Strong attention to detail skills required
Ability to work both independently and as part of a team
Organizational and time management skills required
Experience completing expense reports and booking travel preferred

Nice To Haves

1-5 years of administrative experience in financial services preferred
Experience completing expense reports and booking travel preferred

Responsibilities

Supply Ordering: business signage, office supplies, stationary, technology, etc.
Calendar Management: scheduling and coordinating meetings
Presentation Support / development: creating decks for presentations, including presentations to leadership
Onboarding Support: collaborating with onboarding coordinator and management to ensure a smooth onboarding experience for new colleagues
Tech Support: requesting system and platform access
Expense Reports: assist Divisional Sales Managers (DSMs) and Regional Sales Managers (RSMs) with collecting receipts and submitting expense reports
Travel Support: book travel for DSMs and RSMs as needed
Event Coordination: assist in supporting regional and divisional meetings
Paid Time Off Tracking: record time off requests for Financial Advisors