Available Position: Administrative Assistant
Full Time, 40 hours/week, M-F
(PFM Asset Management LLC, PFM Financial Advisors LLC)
Location: Airport Corporate Center
One Corporate Drive, Suite 101
Bohemia, NY 11716
Salary: Commensurate with skills and experience
Summary of Position
PFM’s Long Island office, located in Bohemia, NY, is seeking an Administrative Assistant for a regional office within a medium-sized, national financial services firm. This position supports two Managing Directors within the practice and others as needed. A minimum of 5 years of experience in a similar role in an entrepreneurial, small business, client-focused environment is preferred.
An Administrative Assistant at PFM is an experienced and tenured professional who possesses strong leadership and excellent organizational skills, is able to handle multiple tasks from multiple managers at once, and perform under strict deadlines while implementing new ideas and systems to optimize office efficiency and improve client service/deliverables. The candidate will demonstrate a leadership and coordinator role for the professionals in a team-oriented environment. The successful candidate will also be a creative self-starter with the ability to predict needs and work independently on a diverse range of projects. The applicant must have experience in supporting executive level managers and working for multiple managers under various deadlines. The applicant must have exceptionally strong editing, formatting and technical skills, and be comfortable learning new software quickly.
This individual will be responsible for preparing detailed work, including the creation of client proposals, presentations, reports, and marketing materials for an expanding and active practice. The candidate will facilitate the proposal process and must work efficiently and effectively with many internal departments for successful completion. The individual will also be responsible for other marketing efforts of the project managers including coordination of conference events, distributing newsletters and/or other materials project managers would like sent to clients. The candidate will also act as a point of contact for clients as well as colleagues if the project manager is not available. The individual must be reliable and willing to work overtime, as necessary. Software expertise in Microsoft Word, Excel, PowerPoint, and Outlook is essential given the deadline driven job requirements. Experience with Microsoft SharePoint and/or Microsoft Dynamics CRM and Concur Expense Reporting are a plus but not required.
PFM is a full-service financial advisor, providing financial and investment advisory services to state and local governments. PFM was organized in 1975 with the sole mission of providing premium quality independent financial advisory services to public entities. We are continually ranked the #1 municipal financial and investment advisory company in the United States, with 39 offices and over 623 employees throughout the country.
Required skills include
The PFM Group is an equal opportunity employer (EOE, M/F/D/V) and maintains a drug-free work environment.