Administrative Assistant – Corporate Transactions

Administrative Assistant – Corporate Transactions

Requirements

• Intermediate level concepts, principles and practices of providing administrative support.
• Fundamental investment concepts, terminology, products, practices and procedures used in the financial services industry.
• High School diploma with a minimum of one (1) years of general administrative support experience required.
• Any equivalent combination of experience, education and/or training approved by Human Resources.

Responsibilities

• Coordinate and perform a range of administrative activities for assigned functional areas.
• Open matter files and enter data into a matter or contract management system.
• Organize, summarize and index documents from various sources.
• Act as a liaison with other functional areas and external stakeholders to resolve matters.
• Provide administrative support including answering telephones, assisting visitors, and resolving and/or referring a range of administrative problems and inquiries.
• Arrange for execution and delivery of documents, including through DocuSign.
• Prepare document comparisons and perform expert level document formatting.
• Compose and edit documents, reports, correspondence and/or memoranda from verbal or written direction or from knowledge of established policies.
• Prepare, transcribe, compose, edit, and distribute agendas and minutes of meetings.
• Schedule and coordinate meetings, events, interviews, appointments and/or other similar activities, including coordinating travel and lodging arrangements and maintain the relevant calendars.
• Submit internal expense reimbursement requests and process external invoices for payment, including solving expense related issues.
• Establish, maintain and update files, databases, records and/or other documents.
• Develop and maintain data and perform routine analyses and calculations involved in preparing recurring internal reports.
• Sort, screen, review and distribute incoming and outgoing physical mailings and prepare and or assist in the preparation of timely responses to a variety of written inquiries and requests.
• Requisition supplies, printing, maintenance, and other services.
• Maintains currency in modern office management methods and techniques.
• Operates standard office equipment and uses required software applications.
• Performs other duties and responsibilities as assigned.

Preferred Qualifications

• Certified Paralegal (CP) – National Association of Legal Assistants (NALA)