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Administrative Assistant

1 week ago


Boston, United States Loomis Sayles Full time

1 Financial Center, Boston, MA 02111, USA Req #99

Friday, December 20, 2024

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $390 billion in assets under management for global clients spanning more than 50 countries. We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization: INCLUSIVE & DIVERSE, DEDICATED TO TEAMWORK, EXCELLENT, ACCOUNTABLE, LEADERS, SOLUTION-ORIENTED.

About the Role

The Consultant Relations and Sales teams are currently seeking an Administrative Assistant to support the Consultant Relations team, which is a part of the broader Institutional Services team. This is a hybrid role and will require you to be in the office 3 days a week.

About the Team

The Consultant Relations team has 5 individuals based in the Boston and Colorado offices. The Administrative Assistant position will be based in the Boston office and will provide support to the team (primarily to 3 members). The Consultant Relations team is responsible for managing the firm’s relationships with institutional investment consulting firms. Consultant Relations works with field consultants, research consultants, and analysts in an effort to advance asset gathering efforts within our diversified product offerings for the firm. The team provides the consultant community with information regarding Loomis Sayles – people, philosophy, products, and processes. In addition, they provide internal constituents with intelligence regarding consultants’ perspectives and model allocations. In essence, Consultant Relations is the conduit between Loomis Sayles and the consultant community.

The Sales team is responsible for asset growth, strategy, and building awareness regarding Loomis Sayles investment capabilities. This Administrative Assistant will provide support to 1 sales member who is based in our Boston office.

We are seeking a committed, personable, detail-oriented, and flexible individual with the ability to multi-task and deliver high levels of service to the team and consultants/prospects.

Job Responsibilities

  • Provide administrative support, including composing and editing correspondence, coordinating meetings or calls, maintaining calendars, processing expenses, making travel arrangements (domestic and international), and managing external mailings.
  • Assist with producing marketing presentations.
  • Assemble and distribute monthly team updates to the department.
  • Organize materials, details, and logistics for meetings, conference calls, and conferences.
  • Manage and track the team’s professional memberships, conferences, events, and charitable requests.
  • Ensure appropriate and timely communication of information to and from managers.
  • Assist with managing follow-through on consultant and prospect deliverables in support of the teams.
  • Work independently and exercise judgment in dealing with internal and external parties.
  • Maintain working knowledge of relevant policies and procedures.
  • Assume responsibility for special projects and additional responsibilities as assigned.
  • Interface with various groups in the organization to share or retrieve information – specifically, Marketing, Corporate Communications, Legal, etc.
  • Assemble potentially confidential information.

Qualifications & Education Requirements

  • Bachelor’s degree or equivalent experience.
  • 3 or more years of relevant work experience.
  • Exceptional communication skills – both verbal and written.
  • Superior attention to detail and organizational skills.
  • Capacity to handle multiple tasks simultaneously with ease.
  • Ability to resolve issues under tight deadlines.
  • Strong data management and analysis skills.
  • Flexibility and willingness to work extra hours when necessary.
  • Trustworthy and able to responsibly manage confidential information.
  • Proficiency with Microsoft Office Suite.

EEOC and Diversity Statement

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset don’t completely match the job description. We believe creativity, tenacity, and humility are as valuable as specific skills that can be practiced and perfected on the job. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

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