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Administrative Assistant IV

Veterans Sourcing Group

Lake Mary, FL

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JOB DETAILS
SKILLS
Administrative Skills, Bond Market, Computer Skills, Consulting, Establish Priorities, Finance, Fixed Income Investments, Internal Audit, Microsoft Access Database, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Multitasking, Organizational Skills, Presentation/Verbal Skills, Product Strategy, Project/Program Management, Record Keeping, Risk Management, Sales Prospecting, Spreadsheets, Team Lead/Manager, Trading/Stockbroking, Writing Skills
LOCATION
Lake Mary, FL
POSTED
30+ days ago
Job Title: Administrative Assistant
Duration: 12+ Months (Possible extension)
Location: Lake Mary, FL 32746
Onsite Role (4 days a week)

Responsibilities:
  • Responsible for providing leverage for the entire Tax-Sensitive group relative to administration and support.
  • S/he will be a central figure in organizing prospect, client and consultant meetings and events.
  • Risk management is a critical function for this role pertaining to internal audit requirements for privacy, confidentiality and record keeping.
  • Responsible for reconciling calculated prices, amounts and dates on all municipal bond trade tickets, immediately in the morning after each trading day and provide assistance to the trading desk.
  • Will be responsible for maintaining and updating spreadsheets / reports to facilitate trading.
  • Assist Product Management with the maintenance of competitor information / databases with regard to competitors' clients, (underperforming) strategies, new products etc.
  • Broad/general understanding of the products and strategies that the Standish Tax-Exempt group manages.
Education/Experience:
  • 4-year undergrad degree required.
  • Must have strong computer skills, including Microsoft Word, Excel, Access and PowerPoint.
  • Individual should have basic knowledge of fixed income and general knowledge of the financial industry.
  • Excellent communication (verbal and written), presentation skills
  • Strong organizational and prioritization skills with emphasis on project management.
  • Ability to coordinate multiple tasks and adhere to strict timeframes.

About the Company

V

Veterans Sourcing Group

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