Administrative Assistant

Job Summary:

Our client in the financial services sector is seeking a highly organized and professional Administrative Assistant to provide critical support to their team. The role requires managing day-to-day administrative tasks, supporting client-facing operations, and maintaining smooth office processes in a fast-paced, compliance-driven environment. Discretion, attention to detail, and familiarity with financial terminology are essential.

Key Responsibilities:

• Manage calendars, schedules, and meetings for team members, including client appointments and internal review sessions.
• Handle phone calls, emails, and correspondence professionally with clients and internal stakeholders.
• Prepare, proofread, and format reports, presentations, and client communications.
• Maintain organized records, including client files, contracts, and compliance documents, both digital and physical.
• Assist with client onboarding and account documentation, ensuring accuracy and regulatory compliance.
• Support preparation for audits, financial reviews, and reporting deadlines.
• Coordinate travel arrangements and logistics for staff and client meetings as needed.
• Order and manage office supplies and equipment.
• Maintain strict confidentiality of sensitive financial and client information.
• Perform other administrative duties as needed to support team efficiency.

Qualifications:

• Bachelor’s degree required.
• Previous experience in administrative support, preferably in financial services, banking, or investment management.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint); familiarity with financial software a plus.
• Strong organizational and multitasking abilities, with meticulous attention to detail.
• Excellent written and verbal communication skills.
• Ability to work professionally under pressure and meet tight deadlines.

The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.