drjobs Wealth Management Administrative Assistant

Wealth Management Administrative Assistant

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1 Vacancy
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Job Location drjobs

San Francisco, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Are you a driven growth-oriented socially conscious professional that thrives in anentrepreneurial environment Want to work alongside thought leaders at a growing worldclass mission-driven B Corp with a history of delivering strong investment performance andgenerating positive social and environmental impactsBoston Common Asset Managementis looking for motivated professionals to join our inclusive and collaborative Best For TheWorld team. Read on about our available roles and join us in making a positive impact.

About Us

Boston Common Asset Management (BCAM) is a diverse women-led sustainable investor and innovator dedicated to the pursuit of financial return AND social change. An activeglobal equity ESG investment manager and a leader in impactful shareowner engagementsinceits founding in 2003 BCAM is majority women- and employee-owned. BCAM isheadquartered in Boston MA with offices in San Francisco CA. The companys investment strategies totaled $5.6 billion in assets as of June 30 2021.

Weve created a dynamic energizing environment that promotes success for our clients and each other. We offer fast growth connectedness and training in business as well as law. And our rigorous standards assure you are part of a diverse team of top talent at every turn.

If youre someone whos looking toward the future wed love to see your application

Location:Boston MA

Responsibilities:

  • Provide high-level administrative support for our leadership team and other staff as requested. The Assistant is both proactive and highly responsive effectively and efficiently managing workload and requests for information.
  • Proactively manage calendars ensuring all details are anticipated arranged and well-coordinated including among other things all meeting logistics (AV requirements catering other special needs).
  • Creating positive outcomes by following through and being accountable.
  • Handles daily incoming and outgoing mail including creating cover letters and Fed-Ex or UPS labels as needed.
  • Processes department invoices through firm accounting system.
  • Scanning and filing of documents within our document management system.
  • Assisting with daily check mailings involving obtaining approval and mailing.
  • Preparing or coordinating services such as maintaining current well-organized files periodically reviewing and preparing files for offsite storage.
  • Displaying a cooperative spirit and fostering a positive work environment; working collaboratively will all levels of the organization coordinating with firms travel services group to arrange travel plans; processing expenses and invoices promptly and with correct coding.
  • Works independently with confidence knows when to reach for supervision; conveys a poised positive professional image to clients; attorneys staff and visitors and takes pride in representing the firm.
  • Identifies his/her own training needs and actively pursues professional development.
  • Embraces new technical solutions and incorporates them into new and existing processes; attends firm-sponsored training to maintain the required skill level of software applications.
  • Perform other duties as assigned.

To perform this job successfully you must be able to perform each essential job responsibility listed above satisfactorily with or without reasonable accommodation. We retain the right to change or assign other duties to this position. The requirements listed below are representative of the skills and abilities required.

Job Requirements:

  • Strong background in an administrative support role preferably with law firm experience. Minimum of five to seven years of experience.
  • Associates degree in Secretarial Science or Office Technology preferred. Work experience in lieu of a degree will be considered.
  • Excellent communication skills both verbal and written.
  • Attention to detail with the ability to handle difficult situations and meet varying deadlines.
  • Interpersonal skills with the ability to work with personnel at all levels.
  • Proficient in Microsoft Office Suite (i.e. Excel and Power Point).
  • Ability to work independently with minimal supervision.
  • Demonstrated ability to handle multiple tasks concurrently.
  • Willingness to learn new skills.
  • Excellent organizational skills.

Compensation

Compensation will depend on experience and qualifications. Boston Common AssetManagement offers a competitive benefits package including medical dental and 401kplans.

Boston Common Asset Management is committed to fostering a diverse and inclusive workenvironment because we believe diversity enriches our efforts and aligns with our integratedinvestment approach. Boston Common Asset Management is a committed AffirmativeAction-Equal Opportunity Employer and does not discriminate on the basis of race colorreligion sex national origin age disability military/veteran status sexual orientationgender identity or expression marital status genetic information or any other protectedstatus.

Employment Type

FULL_TIME

Company Industry

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