What are the responsibilities and job description for the Senior Administrative Assistant position at Loomis Sayles?
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