Operations & Administrative Asst - Select Investment Partners

William Blair & Company, L.L.C. is a Chicago-based investment firm offering investment banking, asset management, equity research, institutional and private brokerage, and private capital to individual, institutional, and issuing clients. Since 1935, we have been committed to helping clients achieve their financial objectives. As an independent, employee-owned firm, our philosophy is to serve our clients' interests first and foremost. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our people. William Blair & Company has offices in Chicago, Hartford, London, San Francisco, Tokyo, Vaduz, and Zurich. For more information, please visit www.williamblair.com.Responsibilities Provide support to the SIP team by: Updating marketing materials, assisting with mailing of bills, statements and marketing materials, maintaining database, maintaining project management tool, responding to general SIP phone calls and e-mails and coordinating SIP meetings (conference rooms/refreshments/conference calls)Produce, assemble, and deliver collateral marketing materials (presentation books, brochures, newsletters, etc.)Assist department head by: answering phone, coordinating travel, completing correspondence, and organizing mailCoordinate ongoing maintenance of SIP website structure and content with MIS development team and web development consultantsUpdate manager performance data in quarterly marketing documents and web-formatted tablesOrganize regularly scheduled portfolio manager workshops, marketing events, and educational opportunities for internal and external advisorsParticipate in other projects as requested by management and other team members Qualifications Basic understanding of financial products and securities industry1-3 years experience in administration and operationsProficient in MS Office software programsSeries 7 and 63 required within 1 yearConsummate team player; works with others to accomplish group objectivesAble to work within tight deadlines and time constraintsDetail oriented to ensure high standards are met or exceededHigh energy, organized, self-motivated

As a William Blair & Company associate, you'll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution. We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.
REQUIREMENTS
Experience using multiple Microsoft Office applications (i.e. Excel, Word, Powerpoint, Access, etc.), Marketing Materials Development, Meet Deadlines, Series 63 (NASD License), Series 7 (NASD License), Works Well in a Team Environment