Senior Administrative Assistant
1 week ago
Senior Administrative Assistant - Weatherly welcomes local, detail oriented applicants to apply to join our crew
Weatherly’s primarily apprentice-based model provides high caliber team members with an opportunity rich, inclusive team based environment focused on providing opportunities to develop your strengths, and enable your ability to impact our business and community. We offer a culture built upon a foundation of lifelong learning, ethics, expertise in the financial services industry, cooperation, community involvement, and fun; we strive to work hard and celebrate our wins professionally and personally along our mutual quest for growth, development, and success. We offer competitive total compensation and benefits package; a team approach to productivity and rewards.
WIIFM
Work hard, play hard culture. Boundaries on workday start and end times. Limited work-related travel. Access to contemporary technology and professional contacts. Weekly check-ins with leadership to assess and address concerns at work and any support needed for life outside of work, the goal being a sustainable, healthy environment both professionally and personally. Team members are self motivated and support their peers to achieve their goals and maximum potential. Two of Weatherly’s partners began their professional careers at WAM. Come enjoy an ocean view, walkable office area, healthy snacks, and a voice.
Weatherly, named after the 1962 America's cup winner, is a firm whose focus is to provide best-in-class comprehensive investment management services to high-net-worth clients for fixed income and equity investment strategies. As a fiduciary for our clients, our fees are based on clients’ assets under management, not on sales or commissions. We maintain this boutique service offering by our team approach, which consists of top performing individuals whose strengths, interests and expertise compliments each other.
Due to our boutique approach to service, training, development, and fun, our best outcomes are achieved on site. We also like to enjoy our proximity to the beach, and celebrate our group and individual achievements at local establishments nearby.
We are currently looking for an administrative professional to manage our team calendar, provide support for the firm’s marketing and event planning efforts, perform receptionist duties, deliver the optimal experience for our 320+ client relationships. As part of an administrative support team, this position will provide reception and scheduling assistance in the firm’s efforts to streamline our customized service, as well as our day to day office routines. Strong applicants will have demonstrated the ability to manage complex calendars, strong writing skills, anticipate client and colleague needs, accuracy in data entry, and to produce succinct, professional communications.
Educational requirements:
Bachelor's Degree
GPA of 3.0 or higher
Other requirements:
Position requires full vaccination from COVID-19 or legal excuse therefrom
Status
Full time
M-F 8a-4p PT
exempt
on site
No relocation provided.
Local candidates encouraged to apply.
Required skills and abilities:
Calendaring in MSFT Outlook
CRM experience
Strong user of MSFT teams, outlook, word, excel
Customer service experience & skills with high-net-worth clientele
Reception & presentation skills
Accurate data entry
Extremely detail oriented
MS Word and Excel
Comfort with posting on LinkedIn
Ability to help draft professionally written marketing communications
Teamwork / part of an administrative support pool
Polished/professional speaking & demeanor (phone & in person)
Strong writing, organizational & time management skills
Ability to take direction from numerous people
Demonstrated ethical treatment of sensitive/confidential information
Ability to lift/move 25-30lb file boxes
Authenticity and high degree of ethics
Responsibilities include:
Calendaring/scheduling for the firm
General support for the firm’s president & partners
Supporting the marketing & communications content generation process & deliverables
Reception & phone (Client service)
Backup other administration team members
CRM maintenance and prospective business workflow support
Support for marketing analytics reporting
Other duties and special projects
Preferred abilities or knowledge:
MSFT SharePoint
Microsoft Dynamics CRM
Wordpress/ HTML basic website updates
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