Client Service Assistant The Client Service Assistant is primarily responsible for providing administrative support to the investment staff, including word-processing, report production, and coordinating and maintaining …
Skills: Microsoft Word, Microsoft PowerPoint, Organizational Skills, Professional Telephone Manner, Attention To Detail
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$22/hr–$25/hr
Full-time
Core Insurance Benefits, Time-based Benefits, Flexible Schedules, Continuing Education Support
Posted 10d ago
~40 hrs/week
Responsibilities
Provide comprehensive administrative support to investment staff, including the production of client reports and maintenance of company files. Coordinate calendars, manage committee meetings, and provide backup receptionist duties to ensure smooth office operations.
Requirements
Requires a minimum of two years of administrative experience in a corporate setting. Proficiency in Microsoft Office, strong organizational skills, and the ability to work in a time-sensitive environment are essential.
Full job description
Client Service Assistant
The Client Service Assistant is primarily responsible for providing administrative support to the investment staff, including word-processing, report production, and coordinating and maintaining company files. The Client Service Assistant is also responsible for maintenance of contacts and calendars within the company’s contact databases. The Client Service Assistant reports to the Administrative Manager.
Required Skills:
Proven knowledge and facility with Microsoft Office software, especially Word and PowerPoint
Strong organizational skills
Professional telephone manner
Excellent attention to detail
Strong social skills
Ability to work accurately in a detailed and time-sensitive environment
Work well with employees from other company departments
Ability to learn and understand the different facets of our business
Minimum of two years of administrative experience in a corporate setting
Essential Responsibilities:
Prepare client-ready reports and correspondence, including editing, printing, binding, and distributing client quarterly reviews
Provide administrative support to investment, operations, and systems staffs as needed
Facilitate team communications to ensure timely reporting for clients.
Ensure timely reporting for clients by managing reporting deadlines for the client team
Provide support for one or more assigned committees, which includes scheduling and attending meetings, formatting and distributing agendas and meeting materials, taking and distributing minutes, and recording votes.
Maximize company productivity through proficient use of appropriate software applications
Work with other members of the administrative staff to establish and communicate broadly uniform administrative procedures and practices
Provide backup for the receptionist, including answering and screening in‑coming calls, greeting visitors, mail and fax distribution, and the preparation of facilities for in-house meetings
Fulfill any and all other duties deemed necessary by management
Measures of Success:
Accuracy and timeliness of client report production and correspondence
Degree of professionalism in telephone communications with clients and others
Responsiveness to requests for administrative support, including requests for word processing and report production assistance
Improvements in quality and efficiency of work product
Levels of satisfaction of company employees, clients, and guests as end-users of the Client Service Assistant’s Service
About Meketa Investment Group
Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 200 employees among our six U.S. office locations and London.
Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.
Meketa is an Equal Employment Opportunity and Affirmative Action Employer.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.
Meketa Investment Group is an independent, full-service investment consulting and advisory firm. Since 1978, we have served as independent fiduciaries, providing creative investment solutions tailored to fit the unique circumstances of each client.
We serve a diverse client base, including defined benefit and defined contribution plan sponsors (Taft-Hartley, public, corporate, and non-profit), foundations and endowments, corporations, and healthcare organizations. We work with clients on a non-discretionary or discretionary (Outsourced CIO) basis, across a broad range of traditional and alternative investment services.
Offices: 80 University Ave, Westwood, Massachusetts 02090, US · 5796 Armada Drive, Suite 110, Carlsbad, CA 92008, US · 1 East Wacker Drive, Suite 1210, Chicago, IL 60601 , US · 2175 NW Raleigh Street, Suite 300A, Portland, Oregon 97210, US · 25 Green Street, London, W1K 7AX, GB
Meketa Investment Group is an independent, full-service investment consulting and advisory firm. Since 1978, we have served as independent fiduciaries, providing creative investment solutions tailored to fit the unique circumstances of each client.
We serve a diverse client base, including defined benefit and defined contribution plan sponsors (Taft-Hartley, public, corporate, and non-profit), foundations and endowments, corporations, and healthcare organizations. We work with clients on a non-discretionary or discretionary (Outsourced CIO) basis, across a broad range of traditional and alternative investment services.
Offices: 80 University Ave, Westwood, Massachusetts 02090, US · 5796 Armada Drive, Suite 110, Carlsbad, CA 92008, US · 1 East Wacker Drive, Suite 1210, Chicago, IL 60601 , US · 2175 NW Raleigh Street, Suite 300A, Portland, Oregon 97210, US · 25 Green Street, London, W1K 7AX, GB
