Client Service Assistant

Meketa•Westwood, MA

1d•Onsite

About The Position

The Client Service Assistant is primarily responsible for providing administrative support to the investment staff, including word-processing, report production, and coordinating and maintaining company files. The Client Service Assistant is also responsible for maintenance of contacts and calendars within the company’s contact databases. The Client Service Assistant reports to the Administrative Manager.

Requirements

Proven knowledge and facility with Microsoft Office software, especially Word and PowerPoint
Strong organizational skills
Professional telephone manner
Excellent attention to detail
Strong social skills
Ability to work accurately in a detailed and time-sensitive environment
Work well with employees from other company departments
Ability to learn and understand the different facets of our business
Minimum of two years of administrative experience in a corporate setting

Responsibilities

Prepare client-ready reports and correspondence, including editing, printing, binding, and distributing client quarterly reviews
Provide administrative support to investment, operations, and systems staffs as needed
Facilitate team communications to ensure timely reporting for clients.
Ensure timely reporting for clients by managing reporting deadlines for the client team
Provide support for one or more assigned committees, which includes scheduling and attending meetings, formatting and distributing agendas and meeting materials, taking and distributing minutes, and recording votes.
Maximize company productivity through proficient use of appropriate software applications
Work with other members of the administrative staff to establish and communicate broadly uniform administrative procedures and practices
Provide backup for the receptionist, including answering and screening in‑coming calls, greeting visitors, mail and fax distribution, and the preparation of facilities for in-house meetings
Fulfill any and all other duties deemed necessary by management