Administrative Assistant Ii
2 weeks ago
Role Summary: Demonstrates thorough knowledge in assigned area and works under direction only as needed. Provides administrative support to senior managers and to a broader department or team. Independently manages a range of tasks and acts as first point of contact for internal and external queries.
- Primary responsibilities/ essential functions:
- Provides administrative support.-
- Extensively manages calendars. Plan, organizes and schedules meetings to accommodate managers and others. Uses discretion and judgement to determine the priority of meetings.-
- Coordinates meetings with internal associates and external contacts.-
- Manages travel arrangements. Reserves transport and accommodations taking into consideration manager preferences, cost and timing implications.-
- Completes business expense claims promptly and follows on reimbursements if necessary.-
- Keeps abreast of internal administrative policies, practices, and guidelines (best practices, travel and expense guidelines, Office Services processes)-
Supports the client servicing team in baseline client requests-
- Pro-actively handles incoming queries; processing where appropriate; passing onto the relevant associate in a timely and accurate fashion-
Provides external meeting support to the team.-
- Collates and prepares materials for client and prospect meetings.-
- Maintains client organizational and contact data in Salesforce, ensures all meetings are logged- Manages the client/prospect information and activity-
- Updates Salesforce for service requests, e.g., cash flows, change in contacts, guideline amendments-
- Manages the regular Client AML monitoring process-
- Distributes scheduled reports to clients/prospects-
Assists in post trade compliance checks and reporting-
- Checks compliance for accounts in Charles River Development and prepares month end reports for internal teams and clients.-
- Provides trade and results reports to Investment Group.-
Performs additional responsibilities as assigned.- Skills/ Qualifications- Demonstrates ability to prioritize assigned work and complete in a timely manner.-
- Demonstrates effective written and oral communication skills with a diverse group of associates and senior business leaders.-
- Possesses strong attention to detail.-
- Demonstrates in-depth knowledge of Microsoft Office and other relevant software and applies it to work assignments.-
- Mandarin/Cantonese language skills would be advantageous
- In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings._
- You can learn more about our compensation and benefits _
- here_
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