Administrative Assistant-Intermediate

Calibre is a national practice of experienced professionals specializing in multi-generational family wealth management. Our integrated approach provides select high net-worth families with customized financial and tax planning; asset strategy and investment management; trust and estate planning; and banking, credit and charitable services. Please visit our webite at www.Calibre.com for more information. Administrative Assistant-Intermediate RESPONSIBILITIES: Provides general support throughout the office, performing such duties as front desk coverage, meeting set-up, scheduling, travel arrangements, mailings, filing, copying, and scanning. Assists teams of advisors with servicing high net-worth clients by providing clerical and secretarial support. Performs research, gathers data, and produces administrative and financial reports as directed. Assists team members by responding to and following up on requests from clients, advisors, and service providers. Maintains client files assuring proper documentation is in place. Assists teams in preparing the forms and paperwork necessary to formalize relationships with new clients. REQUIREMENTS: High school graduate. Secretarial certificate or equivalent administrative experience of two years preferred. Must have strong organizational skills, oral and written communication skills, analytical ability, and good math aptitude. Must be proficient with PC applications in a Windows environment (Power Point, Microsoft Word, Excel, Lotus Notes), and able to navigate Intranet and Internet. Mon - Fri, 9:00am - 5:30pm (1/2 hour for lunch) or Mon - Fri, 9:00am - 6:00pm If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=501089-3-283 Company: Wachovia Job Category: Administrative/Clerical Company: Wachovia Address: US-MA-Waltham Reference Code: 232805