Senior Administrative Assistant (Taft-Hartley)
We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.
Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:
About the Role
The Taft-Hartley team is currently seeking a Senior Administrative Assistant to support the team. This is a new position based out of Boston, MA and will report to, the Administrative Manager on the Institutional Services team. This is a hybrid role and will require you to be in the office 3 days a week.
About the Team
The Taft-Hartley team has 6 individuals based out of our Boston, Gaithersburg and Orinda offices and is comprised of Sales, Relationship Management and administrative support functions. You will be part of the Boston office and will work alongside all others on the team. The team works in a collaborative and client service-oriented manner and you will wear many hats. This is a fast paced and busy team, responsible for over 400 existing Taft-Hartley client accounts as well as new business development. The ideal candidate will have organizational and communication skills that align well with the busy and ongoing service needs of the team’s clients and prospective clients.
We are seeking a committed, personable, detail oriented and flexible individual with the ability to multi-task and deliver high levels of service to the team and clients. This position will work with Relationship Managers to support clients directly and will also serve in a senior administrative assistant capacity for the group. You will be required to perform a variety of functions including responding to frequent client inquiries both verbal and written, updating consultant databases, providing assistance to the Taft-Hartley Relationship Coordinator, and helping the team fulfill their overriding objective of providing their clients and their constituents with a very responsive and high-level client service model. You will be the sole person supporting the Head of Taft Hartley and will primarily focus on his calendar management, travel and expenses. You will train with the Taft-Hartley Relationship Management Coordinator and others, to develop an understanding and expertise on Taft-Hartley clientele and the nuances in this channel, as well as Loomis Sayles and internal teams at the firm.
Job Responsibilities
- Develop a deep expertise of Taft Hartley clientele
- Cultivate and build trusting client relationships through active communication with clients, processing client requests, resolving and troubleshooting issues and inquiries
- Coordinate marketing and client email communications
- Interface with various groups in the organization to share or retrieve information – specifically, Marketing, Client Service, Corporate Communications, Legal, etc.
- Assist with the set up and maintenance of internal account information
- Compose and edit correspondence, direct telephone calls, coordinate meetings or calls, maintain calendars, process invoices and expenses, make travel arrangements
- Organize materials, details and logistics for meetings, conference calls and conferences
- Manage and track the team’s professional memberships, conferences, charitable requests
- Ensure appropriate and timely communication of information to and from managers
- Maintain working knowledge of relevant policies and procedures
- Assume responsibility for special projects and additional responsibilities as assigned
Qualifications & Education Requirements
- Bachelor’s degree or equivalent experience
- Minimum 3 years relevant work experience in a financial services environment preferable
- Client centric orientation and desire to go above and beyond
- Exceptional communication skills – both verbal and written
- Superior attention to detail and organizational skills
- Strong data management and analysis skills
- Capacity to handle multiple tasks simultaneously with ease
- Ability to resolve issues under tight deadlines
- Flexibility and willingness to work extra hours when necessary
- Trustworthy and able to responsibly manage confidential information
- Can-do approach and high accountability
- Proficiency with Microsoft Office Suite
EEOC and Diversity Statement
Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Other details
- Job Family Administration
- Job Function Administration
- Pay Type Salary
- 1 Financial Center, Boston, MA 02111, USA