Senior Administrative Assistant (Contract)
About The Position
This position is a temporary‑to‑permanent opportunity. The initial assignment is a 6‑month evaluation period, after which the role may convert to a permanent position based on performance, business need, and overall fit. The Sr. Administrative Assistant provides administrative support to Senior Portfolio and Client Service Managers and their support staff. The Sr. Administrative Assistant is expected to carry out multiple administrative duties and provide exemplary communication between the executives’ office, management, and external resources. The Sr. Administrative Assistant provides the highest level of administrative support by conducting research, preparing reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings.
Requirements
- Minimum Required: Associate’s degree or combination of education and experience.
- Minimum Required: 6-8 years’ administrative experience.
- Strong proficiency in Microsoft Excel, Word, PowerPoint, and Outlook
Responsibilities
- Manage calendars, schedule meetings, and coordinate travel arrangements for multiple managers and direct reports.
- Prepare and organize documents for client meetings and internal use.
- Manage catering and security for meetings.
- Manage all FedEx and USPS mailings
- Maintain electronic and paper filing systems for compliance and recordkeeping.
- Maintain a high level of confidentiality.
- Handle incoming calls, emails, and correspondence professionally.
- Serve as a point of contact for clients, responding to inquiries and requests.
- Prepare and send client communications, including performance reports and newsletters.
- Use CRM systems (e.g., Salesforce) to update client records and track interactions.
- Generate complex reports from portfolio management systems (e.g., APX).
- Experience using Concur for Travel and Expense
- Proficiency in Adobe Acrobat
- Help maintain data accuracy across platforms and assist with tech troubleshooting.
- Support advisors with marketing initiatives, event planning, and client outreach.
- Assist with special projects such as client segmentation, data clean-up, or process improvements.
Benefits
- discretionary bonuses
- health / dental / vision / prescription insurance offerings
- Stifel Total Health Connect
- flexible spending accounts
- tuition & certification assistance programs
- paid time off
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
