Administrative Assistant

Job Description:

Role and Responsibilities
Our client is seeking a dual role administrative assistant/compliance professional, capable of performing general and legal administrative tasks and certain compliance functions. The individual would provide support for the Firm’s Compliance Department.

This position entails a broad range of responsibilities, including the following:

• Heavy calendar, phone coverage, and filing (paper and electronic)
  
• Database and document management (SharePoint, Compliance Science)
  
• Personal trading review and account maintenance
  
• Editing documents in Word
  
• Assist with the processing of legal bills
  
• Compliance-related tasks, depending on the candidate
  

  Requirements:

  Skills and Requirements
  
• BA/BS preferred with high academic performance
  
• Strong knowledge of Microsoft Office products
  
• Excellent verbal, writing, organization, and communication skills
  
• Proactive, detail-oriented, with an exceptional degree of professionalism
  
• Good team player
  
  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 in our firm characterized by integrity and honesty, teamwork, a commercial approach, strategic and creative thought, rigorous execution, humility, mutual respect, and leadership.
  
  Shared recognition, camaraderie of people working together, and a focus on building enduring business relationships, aligning our interests with our partners and clients. We believe in an intense work ethic, deep commitment to excellence, and a belief that our business is best pursued through teamwork and cross-collaboration.
  Please apply for the job or email your resume to aseastrong@excel-partners.com.