• Administrative Assistant

    Job Locations US-PA-Philadelphia
    Job ID
    2018-1354
    # of Openings
    1
    Category
    Administrative/Clerical
  • Overview

    ABOUT THE FIRM

    PFM is a national leader in providing independent financial advice, investment advisory services, and management and consulting services to local, state, and regional governments, non-profit, and other institutional clients. We are proud to help our clients meet their financial challenges with a broad array of products backed by unquestioned professionalism and outstanding service. For more than 40 years, PFM has believed that the client’s interests always come first. Service is our top priority in everything we do, and it is delivered in every relationship following our core principles of Independence, Initiative, and Integrity.

     

    JOB OVERVIEW

    PFM’s Philadelphia office, located in Center City, is seeking an Administrative Assistant for our Swap Advisory Group., PFM Swap Advisors LLC. This role offers an excellent opportunity to learn the public finance industry among experienced and tenured colleagues, and can provide a challenging and fulfilling long-term career development path for the successful candidate.

     

    An Administrative Assistant at PFM (internally titled (“Associate”) is an integral team member who takes ownership of assigned tasks, possesses strong prioritization and excellent organizational skills, and is able to manage multiple, time-sensitive tasks from various team members.

     

    The ideal candidate would possess experience supporting multiple projects and working under various deadlines. We are seeking individuals with strong editing and formatting skills who enjoy and are proficient at learning new software/systems quickly.

    Responsibilities

     

    KEY RESPONSIBILITIES

    Job responsibilities include but are not limited to:

     

    General

    • Prepare presentations, reports, proposals, contracts, monthly business plan, and work products (Word, Excel, PowerPoint, Adobe Acrobat)
    • Maintain electronic and hard copy records
    • Schedule meetings and manage travel itineraries including flights, hotels, and car rentals
    • Facilitate execution of contracts and certificates by Managing Directors
    • Keep group members aware of schedules/meetings in a fast-paced environment
    • Assist managers with expense reports and timesheets
    • Conduct basic research as requested by staff
    • Prepare invoices and assist with tracking receivables
    • Manage dissemination of important documents including contracts and reports
    • Assist with data entry and uploading of spreadsheets

     

    Qualifications

     

    QUALIFICATIONS

    • Preferably at least two years of administrative support experience (experience in financial services a plus)
    • Proficient with Microsoft Office and able to quickly adapt to firm-specific software
    • Knowledge of administrativel and general office procedures
    • Strong organizational and problem-solving capabilities
    • Basic research and reporting skills
    • Ability to prioritize assignments in a fast-paced environment
    • Skill in establishing and maintaining effective working relationships with other staff, clients,  and the general public
    • Editing & proofreading skills

     

    Qualities:

    • Strong oral and written communication skills
    • Meticulous, organized, and creative
    • Ability to prioritize and manage multiple assignments
    • Ability to work independently
    • Commitment to excellence
    • Strong sense of personal responsibility
    • High ethical standards
    • Team player

     

    PFM is not offering visa sponsorship for this position.

    PFM is an equal opportunity employer (EOE, M/F/D/V) and maintains a drug-free workplace.

     

     

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