Senior Administrative Assistant (Taft-Hartley)

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

• 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