• Administrative Assistant

    Job Locations US-MN-MINNEAPOLIS
    Job ID
    # of Openings
  • Overview


    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.



    PFM’s Minneapolis office, located in the midst of downtown, is seeking an Administrative Assistant for our Asset Management team. 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.





    Job responsibilities include but are not limited to:



    • Prepare presentations, reports, proposals, contracts, 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
    • Assist managers with expense forms and timesheets
    • Correspondence – typing, mailing/faxing as necessary
    • Maintaining CRM database contacts
    • Coordinate conference and sponsorship registrations
    • Maintain an inventory of client marketing materials
    • Conduct basic research as requested by staff
    • Manage dissemination of important documents including contracts and reports



    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 secretarial 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



    • Strong oral and written communication skills
    • 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



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