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Senior Administrative Assistant

Loomis Sayles
Orinda, CA Full Time
POSTED ON 3/27/2025
AVAILABLE BEFORE 5/27/2025
About the Role The institutional services department is currently seeking a senior administrative assistant to support a team of relationship managers and sales. This is a hybrid role and will require you to be in the office 3 days a week. About the Team The Relationship Management Team is responsible for retaining and improving client relationships through exceptional client servicing. The Sales team is responsible for asset growth, strategy and building awareness regarding Loomis Sayles investment capabilities. This Senior Administrative Assistant will provide support to 2 relationship managers and 1 sales manager. We are seeking a committed, personable, detail oriented and flexible individual with the ability to multi-task and deliver high levels of service to the team and consultants/prospects.  Job Responsibilities Provide administrative support, including composing and editing correspondence, directing telephone calls, coordinating meetings or calls, maintaining calendars, processing invoices and expenses, making travel arrangements Organize materials and logistics for meetings, conference calls and conferences Ensure appropriate and timely communication of information to and from managers Maintain working knowledge of relevant policies and procedures             Interface with various groups in the organization to share or retrieve information – specifically, Marketing, Client Service, Corporate Communications, Legal, etc. Assume responsibility for special projects and additional responsibilities as assigned Assist with the set up and maintenance of internal account information Coordinate marketing and client email communications Cultivate and build trusting client relationships through active communication with clients, processing client requests, resolving and troubleshooting issues and inquiries Manage and track the team’s professional memberships, conferences, charitable requests Assemble potentially confidential information Qualifications & Education Requirements Bachelor’s degree or equivalent experience Minimum 3 years relevant work experience in a financial services environment preferable Client centric orientation and desire to go above and beyond Exceptional communication skills – both verbal and written Superior attention to detail and organizational skills Strong data management and analysis skills Capacity to handle multiple tasks simultaneously with ease Ability to resolve issues under tight deadlines Flexibility and willingness to work extra hours when necessary Trustworthy and able to responsibly manage confidential information Can-do approach and high accountability Proficiency with Microsoft Office Suite Salary Range:  $75K-$90K Loomis Sayles Benefit Overview 2025

Salary : $75,000 - $90,000

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