Investment Assistant jobs in the United States

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Investment Administrative Assistant
  • MFS Investment Management
  • Boston, MA FULL_TIME
  • At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

    THE ROLE

    Using discretion and judgment, provides consistent, high-level administrative support to assigned members of the Investment Department in a value-added manner. Ability to perform administrative responsibilities with minimal supervision.

    Principal Responsibilities

    • Partners with assigned investment professional to perform a variety of specialized duties, which may be complex in nature. Understands their business needs; works proactively to meet those needs while following department procedures and guidelines.
    • Comprehends the companies and industries being followed by assigned investment personnel and independently works to streamline and minimize administrative burden on the investment professional.
    • Understands and masters all department systems, databases and research tools to ensure smooth and efficient department operations.
    • Gathers research/data for presentation material, organizes travel for company visits, conferences and marketing trips and processes expense requests in a timely manner.
    • Collaborates with the senior office associate to assist with administrative procedures and performs a variety of specialized duties which can be confidential in nature and require knowledge or understanding of department operations.
    • Ensures external and internal communication, documents and materials are accurate and error free.
    • Consistently looks for ways to improve various department processes and procedures to ensure efficiency.
    • Serves as a resource to the senior office associate with new hire and on-going training.
    • Performs additional responsibilities as requested.

    Qualifications

    • Bachelor’s degree or equivalent education and work experience.
    • Minimum five years administrative assistant experience in the Financial Services Industry.
    • Excellent interpersonal, communication and analytical skills.
    • Advanced computer skills including Microsoft Outlook and Word, Excel, Power Point, & Access.
    • Flexible and team oriented.
    • Experience with travel and expense management, video conferencing equipment.

    At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

    What We Offer

    • Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
    • Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
    • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
    • Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
    • Life & Disability Benefits: Company-paid basic life insurance and short-term disability
    • Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

    Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.

    MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

    If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email talent_acquisition@mfs.com for assistance.

    MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision, linked for your reference.

  • 2 Days Ago

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Admin Assistant - Investment Firm
  • INVESTMENT ADVISORY FIRM
  • Richmond, VA FULL_TIME
  • Job DescriptionBeale Healy Investment Advisors is seeking an Executive Assistant - Investment Firm to join our team! You will provide high-level administrative support for an Executive at our company....
  • 18 Days Ago

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Executive Assistant - Investment Firm
  • INVESTMENT ADVISORY FIRM
  • Richmond, VA FULL_TIME
  • Job DescriptionBeale Healy Investment Advisors is seeking an Executive Assistant - Investment Firm to join our team! You will provide high-level administrative support for an Executive at our company....
  • 18 Days Ago

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Administrative Assistant, Global Investment Staff
  • MIT Investment Management Company
  • Cambridge, MA FULL_TIME
  • Position Overview:MIT Investment Management Company (MITIMCo) is a department within MIT that currently manages over $30 billion in financial assets for the Institute’s endowment, retirement plan, and...
  • 15 Days Ago

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Sales Assistant
  • Lincoln Investment
  • Greenville, OH PART_TIME
  • A successful Financial Planning Practice in Greenville, OH is seeking a qualified professional to join their team in the important role of part-time Sales Assistant (20 hours per week).This position r...
  • 9 Days Ago

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Administrative Assistant
  • Investment Firm
  • Boston, MA FULL_TIME
  • Position Overview:An investment firm in Boston, MA, is seeking a proactive and hospitable Administrative Assistant to join their team. This role is perfect for someone with 3-4 years of administrative...
  • Just Posted

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Impact Finance & Advisory Equity Fund Investing, Vice President
  • JPMorgan Chase
  • Washington, DC
  • The Corporate Responsibility (CR) Department develops goals, policies and initiatives that support the Firm's business s...
  • 7/17/2024 12:00:00 AM

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Investment Consultant - Ashburn, VA
  • Fidelity TalentSource LLC
  • Ashburn, VA
  • Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of y...
  • 7/16/2024 12:00:00 AM

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Assistant General Manager
  • Marriott International
  • Sterling, VA
  • Job Description JOB SUMMARY Bonus Eligible Responsible for supporting all aspects of the operation including guest and e...
  • 7/16/2024 12:00:00 AM

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Assistant General Manager
  • Marriott
  • Silver Spring, MD
  • **Job Number** 24097771 **Job Category** Rooms & Guest Services Operations **Location** Courtyard Silver Spring North/Wh...
  • 7/15/2024 12:00:00 AM

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Associate Director Of Finance
  • Hyatt Regency Dulles
  • Herndon, VA
  • About Us: Join our award-winning family at the Hyatt Regency Dulles, where taking care of our people is the foundation f...
  • 7/15/2024 12:00:00 AM

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Financial Consultant - Ashburn, VA
  • Fidelity TalentSource LLC
  • Ashburn, VA
  • Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather ...
  • 7/14/2024 12:00:00 AM

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Client Service Operations Associate
  • Cerity Partners
  • Reston, VA
  • Job Details Job Location Reston Office - Reston, VA Position Type Full Time Job Category Finance Do you aspire to a care...
  • 7/14/2024 12:00:00 AM

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Client Service Operations Associate - Part-Time
  • Cerity Partners
  • Reston, VA
  • Job Details Level Entry Job Location Reston Office - Reston, VA Remote Type Fully Remote Position Type Part Time Salary ...
  • 7/14/2024 12:00:00 AM

Income Estimation for Investment Assistant jobs
$32,466 to $42,842