Administrative Assistant

Bartholomew & Company

Worcester, MA

*This is an onsite position with hours Monday through Thursday 8:00-4:30, Friday 8:00-4:00

Administrative AssistantJob Qualifications

• 2 years-experience in an administrative role preferred; financial services experience a plus
• Proactive team-player with strong time-management skills and the ability to meet deadlines in a fast-paced environment
• Client-service oriented with excellent verbal and written communication skills
• Highly organized with strong attention to detail
• A problem-solver with critical thinking skills
• Proficient with Microsoft Office Suite, specifically Word and Excel
• Ability to operate office equipment (copiers, fax machine, postage machine, phone system, etc.)
• Must have the ability to maintain client confidentiality
• High level of personal integrity and commitment to excellence
• Desire to continually learn and improve skills; willingness to obtain Series 7 and Series 66 (or Series 63 and Series 65) a plus

Why You Should Apply

• Competitive benefits, 401k, and company paid parking
• Generous paid time off
• Tuition reimbursement and opportunities for career development

Administrative AssistantJob Responsibilities

• Provide support to senior-level registered and administrative assistants
• Assist with preparing client meeting materials and reports, reviewing and filing documents, client mailings, preparing marketing kits, sorting incoming mail, and answering phones
• Prepare and send correspondence; review and process incoming paperwork for new client accounts
• Send documents to broker/dealer or fund companies; manage any follow up communication
• Document all client related activities in CRM in a timely manner with efficiency
• Maintain client relationships via email, phone, online, and in-person meetings
• Process and follow up onfund transfers via check, journal, EFT, or wire transfer in Wealthscape/ICP
• Participate in client staff meetings and make recommendations to systematize and improve office functioning

AboutBartholomew & Company

Bartholomew & Company is a full-service investment management and planning firm based in Worcester, MA. To learn more, please visit our website at www.bartandco.com.

Bartholomew & Company is an equal opportunity employer, dedicated to building an inclusive and diverse workforce.

#INDBART