What are the responsibilities and job description for the Administrative Assistant position at Confidential Jobs?
Job Title: Admin Assistant/Office Manager
Location: Lancaster, PA (Hybrid)
Compensation: $70K base semi-annual discretionary bonuses
Summary:
Under direct supervision, provides operational and administrative support to the Public Finance team. Responsibilities include office management (40%) and transaction processing (60%), assisting Senior Investment Bankers with documentation, compliance, and closing activities. This role requires attention to detail, strong organizational skills, and willingness to obtain required licenses.
Key Responsibilities:
- Manage office operations: monitor supplies, coordinate approvals, assist with expense reporting and travel arrangements.
- Support transaction processing: prepare Official Statements and related documents, facilitate closings with DTC, and maintain deal files.
- Assist with compliance reviews and documentation for municipal bond offerings.
- Coordinate with internal teams (legal, compliance) to ensure timely approvals.
Requirements:
- Bachelor’s degree or equivalent experience; 1–3 years in office or financial services preferred.
- Strong organizational, communication, and multitasking skills.
- Proficiency in Microsoft Office; ability to learn firm systems.
- Willingness to obtain FINRA licenses (SIE, Series 7, 63, and 52).
- Comfortable in a role with no career advancement opportunities.
Salary : $70,000 - $75,000
