Private Client Administrative Assistant
Brown Advisory - Wilmington, DE

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Brown Advisory is seeking an ambitious and self-motivated Private Client Administrative Assistant with a strong passion for client service for our Wilmington, DE office. This individual will be dedicated to supporting a dynamic, growing office of investment professionals.

Duties of this position include, but are not limited to:
  • Answer multi-line phone for the main Delaware office line and individual employee lines
  • Greet and direct all guests in a professional manner
  • Maintain presentable reception, conference rooms and kitchen area
  • Organize and maintain conference room and video conferencing schedules
  • Receive and direct incoming food orders for internal meetings
  • Sort incoming and outgoing mail and shipments
  • Assist internal Partners with the following:
    • Managing calendars
    • Scheduling travel arrangements
    • Updating client contact information
    • Submitting expense reports
  • Organize and maintain general Delaware office calendar
  • Office supply management; ordering or organizing as requested
  • Assist with creating presentations
  • Support in the planning and preparation for office events
  • Compile client communications and mailings
  • Prepare spreadsheets, track input from various sources and compile data
  • Proactive resolution of client inquiries – some direct client contact
  • Prepare client reports and invoices
Job Requirements
  • Proficient in Microsoft Office Suite (Outlook, Word, Excel, etc.)
  • Skilled in working within a team-oriented, collaborative environment
  • Strong client service orientation
  • Professional, friendly demeanor
  • Ability to effectively prioritize in a fast paced environment
  • Strong interpersonal and oral communication skills
  • Ability to take initiative and assume responsibility for projects
  • Strong attention to detail; highly organized
  • Proficient in SalesForce considered a plus
Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.

Benefits for the Private Client Administrative Assistant position include:
  • Medical
  • Dental
  • Vision
  • Employee Assistance Program
  • Health Advocacy Services
  • Basic Life & Accidental Death & Dismemberment Insurance
  • Voluntary Life & Accidental Death & Dismemberment Insurance
  • Short Term Disability
  • Group Long Term Disability
  • Travel Accident
  • Medical Flex Spending (up to $2,000 annually)
  • Dependent Care Flex Spending (up to $5,000 annually)
  • Health Savings Account
  • 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.

Brown Advisory - 19 months ago - save job - - block