In 1924 MFS® established the first mutual fund to help make the US stock market more accessible to the average investor. Today, that commitment to investors remains evident in everything about the firm. At MFS® we hire talented individuals and allow them to work together. Office doors are always open, and everyone is on a first-name basis. We believe the best ideas emerge from a culture of collaboration.
Following the established procedures, provides administrative support to assigned members of the Investment Department in a value-added manner. Ensures timely and cost-effective completion of administrative details. This position is Monday through Friday from 9am- 5pm EST.
Assists the investment professional to understand their business needs; works proactively to meet those needs while following department procedures and guidelines
Maintains an active awareness of companies and industries being followed by assigned investment personnel
Maintains an active awareness and understanding of all department systems and databases.
Performs a variety of administrative duties, which may be complex in nature, to assist managers and to ensure smooth and efficient department operations, including: prepares, prints and distributes reports and mail, screens and returns calls, maintains email and voicemail accounts; manages company earnings schedules and calendar; organizes office and files; provides reception coverage; schedules internal and external meetings and rooms: manages calendars; connects video and voice conferences; coordinates industry review meetings; sets-up and clears rooms, including meals.
Organizes travel for company visits, conferences and marketing trips, including: obtains flight options, confirms flights in a timely manner; arranges hotel accommodations; books trains and or car services; registers for conferences and arranges payment as required; faxes reports and provides other administrative assistance needed; processes expense in a timely manner.
Assists in specialized projects, which require knowledge or understanding of department operations.
Ensures external and internal communication, documents and materials are accurate and error free.
Performs additional duties as requested.
Associates' Degree or equivalent secretarial experience.
Minimum of three years administrative experience or 1-3 years administrative support experience in the investment/financial services industry.
Excellent interpersonal and communication skills.
Proficiency in Microsoft Outlook and Office: Word, Excel, Powerpoint, & Access.
Experience with travel and expense management, video conferencing equipment.
MFS Investment Management - 22 months ago
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Massachusetts Financial Services (aka MFS Investment Management) offers more than 50 mutual funds, as well as annuities, separately managed...