About Us: Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives.

Position Summary: The Administrative Assistant to the Business Development team provides administrative assistance to streamline business development processes, facilitate communication, and ensure efficient operations. Responsibilities include organizing prospect information, assisting with the creation of business development materials, scheduling meetings and events, and providing general administrative support to both the BD team and organization as needed.

• Maintain internal filing system and the CRM database for prospective clients, current clients, and COIs
• Produce and organize referral sources mailings, emails and meeting materials
• Facilitate and execute the production of prospect proposals
• Maintain, update and assemble collateral materials for all business development activities within PowerPoint or Canva
• Administer activities associated with prospect identification, research, tracking, meeting preparation, and scheduling
• Assist with the administration and setup of marketing events (internal and external)
• Attend and provide facilitation and staffing of the internal pre-meeting preparation and post meeting debriefs for prospect meetings
• Administration of Continuing Education credits
• Other duties as assigned by the Manager of Administration or the Director of Strategic Growth

• Assist in the preparation of client correspondences and assemble materials for mailings to clients
• Assist in the preparation and distribution of monthly and quarterly reports including printing, assembly and binding
• Organize meetings including scheduling, meeting reminders, calendar management, and catering needs, as needed for the BD team
• Provide backup support for reception in answering telephones, greeting clients and receiving shipping or messenger deliveries

• 2-3 years of experience in an administrative position
• Hybrid role, requiring on average 4-days in office presence
• Analytical skill with strong attention to detail and efficient time management
• Self-starter; strong work ethic that is action oriented
• Excellent communication and strong interpersonal skills; team player
• Good understanding of Microsoft Office Suite, Canva and Salesforce CRM
• Previous experience in a high-touch, fast-paced environment helpful but not required
• Comfortability with varying workflow levels, with the potential for heavier workflow days that may require extra hours worked outside standard business hours