Administrative Assistant – Financial Services

Administrative Assistant – Financial Services Job Description Template

Our company is looking for a Administrative Assistant – Financial Services to join our team.


  • Provide top level administrative support, ensuring quality service and professionalism at every interaction;
  • Maintains and organizes electronic and paper filing systems; maintains records, locates files, documents and other information;
  • Support with client meetings – prepare presentations, marketing material, quotes, spreadsheets, etc;
  • Facilitates the continuous maintenance, servicing and operation of office equipment, coordinating service calls and necessary pick-ups;
  • Coordinates and sorts all mail, courier packages, office supply orders, etc;
  • Process client requests and complete applications. Follow up and follow through as required. (extremely important);
  • Data entry with a high level of accuracy;
  • General administrative support including photocopying, filing, telephone screening, setting up and maintaining new client files;
  • Invoice processing and accounts payable coordination;
  • Apply appropriate due diligence ensuring accuracy in preparing and completing all required supporting client documentation;
  • Monitor and record client contact and transactions;
  • Very proficient at secretarial and administrative tasks. (extremely important);
  • Proven ability to deal with clients in a professional and courteous manner and develop long term relationships.


  • Minimum five (5) years progressive experience providing administrative and executive support services;
  • Effective team player who contributes to a positive work environment and is flexible to changing work priorities;
  • Knowledge and experience applying the principles and practices of administrative and executive assistance in a financial service setting;
  • Adaptability and resourcefulness. Follow up and follow through are critically important to this role;
  • A proven self-starter who takes initiative and thrives in a fast paced environment;
  • Analytical and problem solving skills to identify, address, and escalate issues;
  • Interpersonal and oral/written/presentation communication skills to compose and edit highly confidential documents and record meeting notes;
  • Ability to prioritize and manage workflow to ensure quality and efficiency while working independently with limited supervision.