Administrative Assistant

 About the Role

The Consultant Relations and Sales teams are currently seeking an Administrative Assistant to support the Consultant Relations team, which is a part of the broader 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 Consultant Relations team has 5 individuals based in the Boston and Colorado offices. The Administrative Assistant position will be based in the Boston office and will provide support to the team (primarily to 3 members). The Consultant Relations team is responsible for managing the firm’s relationships with institutional investment consulting firms. Consultant Relations works with field consultants, research consultants and analysts in an effort to advance asset gathering efforts within our diversified product offerings for the firm. The team provides the consultant community with information regarding Loomis Sayles – people, philosophy, products and processes. In addition, they provide internal constituents with intelligence regarding consultants’ perspectives and model allocations. In essence, Consultant Relations is the conduit between Loomis Sayles and the consultant community.

The Sales team is responsible for asset growth, strategy and building awareness regarding Loomis Sayles investment capabilities. This Administrative Assistant will provide support to 1 sales member who is based in our Boston office.

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 consultants/prospects. 

Job Responsibilities

• Provide administrative support, including composing and editing correspondence, coordinating meetings or calls, maintaining calendars, processing expenses, making travel arrangements (domestic and international), and managing external mailings
• Assist with producing marketing presentations
• Assemble and distribute monthly team updates to the department
• Organize materials, details and logistics for meetings, conference calls and conferences
• Manage and track the team’s professional memberships, conferences, events and charitable requests
• Ensure appropriate and timely communication of information to and from managers
• Assist with managing follow through on consultant and prospect deliverables in support of the teams
• Work independently and exercise judgment in dealing with internal and external parties
• Maintain working knowledge of relevant policies and procedures     
• Assume responsibility for special projects and additional responsibilities as assigned
• Interface with various groups in the organization to share or retrieve information – specifically, Marketing, Corporate Communications, Legal, etc.
• Assemble potentially confidential information

Qualifications & Education Requirements