Administrative Assistant
Job Description:
Seeking a versatile Administrative Assistant to support members of our Private Credit Team, supporting 8.
This person must be highly organized with superb follow-through skills and attention to detail. This department works with white-glove banks and family offices. Must be extremely professional. IF YOU HAVE CONCUR, THAT IS A PLUS.
Specific responsibilities will include the following:
- Presentation skills
- Communications skills
- Heavy internal and external meeting scheduling
- Preparing meeting materials
- Heavy Travel/expense arrangements
- Multiple phone line coverage
- Scanning, filing, and organizing various documents
- Preparing expense reports for the department
- Assistance with ad-hoc projects
Requirements:
Skills and Requirements- 7+ years of solid administrative experience with a track record of professional success; financial services experience strongly preferred but not essential
- BA/BS preferred with solid academic performance-
- Knowledge of Microsoft Office products
- Exceptional organizational skills and attention to detail
- Ability to maintain processes and meet deadlines
- Excellent judgement and someone who takes pride in their work
- Maturity and a high degree of professionalism
Personal/ Professional Attributes
We place high value on analytical, smart, and intellectually rigorous attributes, which facilitate the delivery of the firm’s vision. We encourage and foster a specific culture within our firm, characterized by integrity and honesty, humility, mutual respect, teamwork, strategic and creative thinking, leadership, a commercial approach, rigorous execution, and a commitment to excellence. A shared recognition and camaraderie of people working together, along with a focus on building enduring business relationships, aligning our interests with our partners and clients. We believe in an intense work ethic, a deep commitment to results, and the conviction that our business is best pursued through teamwork and the cross-fertilization of our business model.