Responsibilities and Duties

The candidate will assist attorneys and paralegals with general secretarial duties as well as administration and support for our annual compliance program. Responsibilities may include answering phones, scheduling calls, corresponding with clients, reviewing bills, generating reports, tracking program tasks, reviewing client email archives, reviewing brokerage statements, organizing client documents, and analyzing fee arrangements.

Qualifications

• A Bachelor's degree is preferred.
• 3 to 5 years of relevant industry experience in Financial, Securities, Brokerage, Trade, Banking Investment firm or Law Firm, preferred but not required.
• Basic numeracy skills, ability to apply mathematical reasoning.
• Strong computer skills and proficiency in MS Office suite is required, with an emphasis on Excel.
• Possess strong work ethic and follow-up skills.
• Familiarity with financial/investment terminology
• Ability to quickly learn and master new software.
• Ability to be a self-starter.
• Excellent analytical and organizational skills with a high level of attention to detail and accuracy
• Demonstrated ability to work as part of a team and to interact directly with clients.
• Ability to multitask, work well under pressure and prioritize competing demands.
• Maintain professional demeanor.
• Proficient at typing/keyboarding.