Administrative Assistant

3 weeks ago

Westwood, United States Citizens Full time

Description

Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. As an Administrative Assistant, you will be responsible for providing general administrative and clerical support for Citizens Wealth Management Divisional and Regional Sales Managers. Responsibilities may include, but are not limited to: coordination of meetings, ordering of supplies and equipment, tracking of time off, and new colleague onboarding support. While some of the focus of this job is on the coordination and execution of administrative tasks, incumbents also spend substantial time performing clerical duties. Position requires excellent organizational skills, and the ability to handle multiple tasks simultaneously.

Primary responsibilities include

  • Supply Ordering: business signage, office supplies, stationary, technology, etc. 
  • Calendar Management: scheduling and coordinating meetings 
  • Presentation Support / development: creating decks for presentations, including presentations to leadership
  • Onboarding Support: collaborating with onboarding coordinator and management to ensure a smooth onboarding experience for new colleagues
  • Tech Support: requesting system and platform access
  • Expense Reports: assist Divisional Sales Managers (DSMs) and Regional Sales Managers (RSMs) with collecting receipts and submitting expense reports 
  • Travel Support: book travel for DSMs and RSMs as needed
  • Event Coordination: assist in supporting regional and divisional meetings
  • Paid Time Off Tracking: record time off requests for Financial Advisors

Qualifications

  • 1-5 years of administrative experience in financial services preferred
  • Strong Microsoft Office skills required
  • Excellent written and verbal communication skills required
  • Familiarity with collecting and interpreting data in order to create presentations
  • Strong attention to detail skills required
  • Ability to work both independently and as part of a team
  • Organizational and time management skills required
  • Experience completing expense reports and booking travel preferred

Education, Certifications and/or Other Professional Credentials

  • High school diploma or GED required

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: M-F

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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