Administrative Assistant - Intermediary Sales at New York

Responsibilities:

Provide administrative support for members of the Intermediary Sales and Client Service teams

Flexibility for support or back-up of Institutional or Wealth Management sales channels as needed

Schedule internal and external meetings and conference calls, coordinate conference rooms, luncheons, etc.

Answer, screen and route high volume of highly time sensitive phone calls; communicate accurate and detailed messages as needed

Coordinate travel arrangements including flight, hotel and ground transportation

Process travel & entertainment reports and reimbursement

Prepare correspondence for internal and external clients

Ability to deal with external clients and senior level individuals throughout the Firm

Generate reports on a daily, weekly and quarterly basis

Organize and maintain status report of client requests for information

Fulfill all client and internal requests for proposals and marketing materials

Distribute monthly and quarterly material to clients

Maintain Siebel database with updated activities, contacts and company information

Perform ad hoc projects as needed.

Requirements:

• Bachelors degree
• 1-3 years administrative assistant experience
• Proficiency in Microsoft Office software (e.g. Word, PowerPoint, and Outlook); Siebel experience a plus.
• Advanced Excel skills (e.g. Pivot Tables, VLookup, Tables and Formatting, Charting)
• Ability to perform in fast paced environment.
• Excellent organizational skills; detail oriented.
• Strong time management skills; ability to prioritize multiple tasks efficiently.
• Resourceful and able to handle multiple and changing priorities.
• Ability to communicate effectively with senior management.
• Be proactive in following up on details, anticipating issues, and closing loops on all requests.
• Must have excellent phone manner and a strong customer service focus in a time sensitive environment.
• Ability to exercise discretion when managing confidential information.
• Must be teamwork oriented and also be able to work independently with minimal guidance

Neuberger Berman is an equal opportunity/affirmative action employer.

The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.

Country: USA, State: New York, City: New York, Company: Neuberger Berman.