Administrative Assistant – IMR

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We currently have an exceptional opportunity for an Administrative Assistant to support our Investment Management and Research (IMR) Department and other departments as needed.

Primary Responsibilities:

  • Provides administrative support and completes all administrative work (filing, written and email correspondence, copying, faxing, etc.) for the department.
  • Runs research reports and market indicator charts for the department as needed.
  • Assembles research information as well as gathers and compiles fundamental and technical reports.
  • Inputs and distributes daily research material which include e-mails, information from morning newspaper and internet, and creates research charts for the department.
  • Schedules both internal and external department meetings (e.g. brokers, analysts and company management) and conducts quarterly reporting to Compliance.
  • Coordinates travel arrangements and prepares all necessary documentation (e.g. itinerary, summary emails, materials, etc.)
  • Assists in planning and organizing gatherings/outings, as needed.
  • Processes expense reports and maintains subscriptions for the department.
  • Tracks and maintains PTO for the department.
  • Assists with the on-boarding process for new department employees.
  • Serves as a backup for the Receptionist and other departments as needed.
  • Performs special projects and other duties as assigned by the Executive Assistant.


  • Bachelor’s Degree preferred.
  • Minimum of 1-3 years of administrative support experience.
  • Knowledge of Investment Management/Financial Services preferred.
  • Proficiency in Microsoft Office.
  • Must be able to use discretion and maintain confidentiality.
  • Possess good interpersonal skills and the ability to work independently.

Interested candidates must send a cover letter and resume to and reference job code [IMR - AA] when applying.

Apply Now: Submit a Resume and Cover Letter To