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Featured Administrative Professional Job Description:  Financial - Investments


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Current job title:  Senior Administrative Assistant

 

Industry:  Financial

 

Department:  Investment Operations

 

Years worked in this industry:  7

 

Years worked in this department:  7

 

Special training or attributes needed or helpful to get job in this industry (or specific department):  Word, Excel, PowerPoint, confidentiality, excellent written communication skills

 

Number of managers and/or staff supported:  1 Director, 5 Managers, 9 supervisors, 50 staff

 

Typical work hours:  9:00 a.m. – 5:30 p.m.

 

Weekends or overtime hours:  I work overtime a couple of evenings/week (more often on occasion) and get paid for it.

 

General salary range (Note: This is a general figure or range provided by survey respondent and may NOT be an exact salary in order to give survey respondent some privacy. Also you must take into account that the number of years worked in industry/department may contribute to this salary as well as criteria such as level of position and person reports to, required hours and geographical location.):  This is actually dependent on department and site the job is located

 

Benefits (direct or indirect):  Increase in vacation, fully vested in 401K with company matching after 5 years, increase in bonus pool - depending on the market’s performance, company has an excellent employee service program (discount tickets to various events/sites/stores, on-site CPR/First Aid training each year, safety/health fairs each year, center for personal relaxation/business, etc), many opportunities for internal training/development

 

Lingo you might hear in this industry: 

NAV (net asset value per share)

MBS (mortgage-backed securities)

market price (the last reported price that a fund sold for)

Equity (stock)

Fixed Income (bond or debt security)

 

A typical day on the job:  Calendar/email management for boss, domestic and international travel arrangements, expense reporting, presentation preparation, meeting planning, project administration, department events, metric reporting and organization updates, meetings (agendas, minutes, action items, etc)

 

Positive things about being an administrative professional in this industry:  I get to play a part (albeit small!) in my company’s visibility in the market, opportunities to work with many in top management outside the department, many resources (people and tools) available to utilize whenever needed

 

Negative things about being an administrative professional in this industry:  Extremely limited upward mobility, many other admins do not share same interest/passion in the administrative profession, poor/lack of communication and information sharing between admins

 

Type of workspace/office:  Cubicle right outside boss’ office

 

Primary responsibilities as an administrative professional in this position:  Same as answers to "typical day" question above and "soft skills" question below.

 

Top thing(s) incumbent admin would require of job applicants seeking to be her/his position replacement:  All of the soft skills listed below as well as Proficient-Advanced skills in the basic Microsoft applications (Outlook, Excel, Word, PowerPoint).

 

Office machines or equipment operated regularly:  Computer, phone, copiers, faxes, printers

 

Technology (hard) skills used regularly:  Microsoft applications (Outlook, Excel, Word, PowerPoint, Access, Project, FrontPage) PeopleSoft, Lotus Notes, Adobe Acrobat, Internet Explorer 6.0

 

Critical soft skills: 

discretion with confidential information (information is provided to me in advance of any announcement)

 

strategic communication (I communicate information to all levels of management and modify the style appropriate to the situation/audience)

 

managing change (I assist my management in implementing change and ensuring as smooth a transition for the department as possible)

 

organizational skills (frequent priority shifts demand my flexibility and quick organization of time and tasks to meeting ever-changing deadlines from multiple directors)

 

customer service (anyone I communicate with reflect on myself, my boss department and company – I play an important part in our reputation; due to my focus on this area, I have become known to many upper management – several of whom I haven’t ever worked with!)

 

Pace of this position:  Mostly fast

 

Geographical region:  West U.S.


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