Administrative Assistant, Structured Products

Administrative Assistant, Structured Products

Overview

The Administrative Assistant (Structured Products) provides direct support to the Structured Products area in the Asset Management cluster of The PFM Group (“PFM”). PFM is a financial advisory and investment management company with about 380 employees in offices around the country. Total PFM assets under management, advisement and administration is currently $22 billion. The Asset Management cluster operates out of Harrisburg, PA.

This is a fast-paced job that requires a high level of organization skills as well as specific computer and office skills. The successful candidate will be able to manage his/her priorities and time well and organize and manage overall efforts of the Structured Products area. The Administrative Assistant will specifically work with finance professionals to assist in the purchase and sale of government securities and investment contracts.

Specific Responsibilities:
(1)Prepares documents for the purchasing of securities and the administration of investment agreements. These documents include agreement letters, distribution lists, client sheets and invoices. Software used includes MS Word, Excel and Powerpoint.

(2)Manages and works on design and production of proposals and presentations using Word, PowerPoint and color graphics.

(3)Prepares billing invoices and statements.
(3)Interacts with bank personnel in securing bank statements and other documents.

(4)Completes client sheets detailing specs on each of the Structured Products clients.

(5)Maintains a database of tax ids and all structured products clients as well as other databases.

(6)Maintains and prepares monthly Structured Products newsletter.

(7)Organizes and maintains extensive client and work product files.

(8)Completion of long-term office projects.

(9)When necessary, provides administrative support to other areas outside the Structured Products unit.
REQUIREMENTS
This is a hands-on job that requires the ability to work well with a variety of people, to learn about and understand the Structured Products business, and to work independently. Work hours are 8:30 a.m. to 5:30 p.m. with an hour for lunch. Overtime may be 3-5 hours per week. Compensation includes time and one-half for hours over 40 hours per week. PFM has a full benefit plan, with participation in PFM’s profit sharing and bonus plans.

Public Financial Management is an Equal Opportunity Employer


Please email resumes to:

attn: Harrisburg position

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