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Old 05-31-2013, 10:26 AM
Mallory L. Mortillaro Mallory L. Mortillaro is offline
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Join Date: Mar 2009
Posts: 33
Default Summit Office Hiring FT Executive Assistant

FT Executive Assistant


Position Description
Lipper Advisory Services, Inc., is an SEC registered investment advisor providing counsel and management of accounts investing in mutual funds and separate account managers with current assets in excess of $2 billion. The investment operations of the firm are conducted in Summit, New Jersey.

Responsibilities
Provide administrative executive assistant support for President of the firm. Job duties will include calendar maintenance and scheduling, arranging travel, maintenance of a hard copy and electronic filing system and conduct miscellaneous research. Provide assistance for a managed fund including daily and monthly portfolio maintenance and progress reporting. Work within team to prepare and distribute client reports and invoicing. In addition, duties will include maintaining fund reports and data collection. Other duties include: creating, editing and disseminating correspondence to boards, clients, and friends; preparing materials for board and client meetings, generating excel documents and assisting with technology related issues.

Skills Required
Degree or background in finance, economics, business or other related field.
Ability to multi-task, prioritize and exercise judgment
Ability to work in a cooperative atmosphere
Working knowledge of Microsoft Office: Word, Excel & Outlook particularly.
Basic knowledge of and ability to keep up with changing technology: iCloud/iPhone/iPad, Blackberry, Windows.
Familiarity with social media sites: LinkedIn, Facebook, Twitter, etc.
Office experience a plus


Ideal Candidate
An ideal candidate would be willing to pitch in when necessary. Successful candidate would be self-motivating, able to identify a project, form a plan and execute said plan. Candidate must be well organized and able to work independently. High ethical standards and cooperative attitude are a must.






If interested please send resume to Ingrid Torres.
ingridtorres@lipperadvising.com
908-273-2454
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