Overview
Office Administrative Assistant Jobs in Milton, MA at GB Property Management
Job Description
Job Description
Maintains confidentiality.
Serves as a liaison with other functional areas and external customers financial advisors and branch staff in the resolution of routine administrative and operational issues.
Provides executive support including answering telephones; assisting visitors; and resolving and/or referring a range of administrative problems and inquiries.
Composes and edits correspondence and/or memoranda from dictation, verbal direction or from knowledge of established policies.
May prepare, transcribe, compose, type, edit and distribute agendas and minutes of meetings.
Schedules and coordinates meetings, events, interviews, appointments and/or other similar activities, which may include coordinating travel and lodging arrangements. Completing and submitting expense reports.
Prepares or assists in preparing statistical and narrative reports by performing information gathering and analysis, as specifically directed.
Establishes, maintains and updates files, databases, records and other documents.
Develops and maintains data and performs routine analyses and calculations involved in preparing recurring internal reports.
Sorts, screens, reviews and distributes incoming and outgoing mail.
Composes and prepares timely responses to a variety of routine written inquiries.
Maintains currency in modern office management methods and techniques.
Performs other duties and responsibilities as assigned.
Supports VP level and above.
Knowledge of
Intermediate level concepts, principles and practices of providing executive support.
Organizational policies and practices.
Confidentiality policies.
Investment concepts, practices and procedures used in the securities industry.
Principles of banking and finance and securities industry operations.
Terminology of financial markets and products
Skill in
Performing a range of executive support activities for a vice president of a major organizational functional area.
Answering telephones and assisting visitors.
Prepare, transcribing, composing, typing and editing correspondence, agendas and minutes and other documents.
Scheduling and coordinating meetings, events, interviews and appointments.
Preparing reports.
Gathering and analyzing basic information.
Establishing and maintaining files, databases and other records.
Performing routine analyses and calculations involved in preparing reports.
Sorting, screening and distributing mail.
Operating standard office equipment and using required software applications , including but not limited to excel, word, Salesforce CRM, Teams, One Note
Ability to
Make administrative and procedural decisions and judgments.
Analyze and solve problems.
Maintain currency in modern office management methods and techniques.
Attend to detail while maintaining a big picture orientation.
Read, comprehend and apply business related information.
Motivate and persuade others to achieve desired outcomes without organizational authority.
Interpret and apply policies and identify and recommend changes as appropriate.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Communicate effectively, both orally and in writing.
Work independently as well as collaboratively within a team environment.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Education/Previous Experience
High School diploma and (9) nine plus years
‘ experience in providing secretarial and administrative support to executives at a vice president/department head level in a major function within a large financial planning, investment management or other financial services environment.
OR ~
An equivalent combination of education, training or experience.
Licenses/Certifications
None required.
Education
High School (HS)
Work Experience
Certifications
Travel
Workstyle
Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to: – Grow professionally and inspire others to do the same – Work with and through others to achieve desired outcomes – Make prompt, pragmatic choices and act with the client in mind – Take ownership and hold themselves and others accountable for delivering results that matter – Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Title: Office Administrative Assistant
Company: GB Property Management
Location: Milton, MA
