Administrative Assistant

Brown Advisory Boston , MA 02298

Posted 2 months ago

Company Overview

Every firm has a culture - the values, beliefs, methodology, attitudes, and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders, and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management firm committed to delivering a combination of first-class performance, strategic advice, and the highest level of client service with offices in Austin, Baltimore, Boston, the Carolinas, Delaware, London, New York, Singapore, Virginia, and Washington, D.C. The firm's institutional and private clients are based in 50 states and more than 39 countries and territories and are served by over 650 colleagues worldwide, all of whom are equity owners of the firm.

Job Description

Brown Advisory is currently seeking a professional, energetic, and self-motivated Administrative Assistant to support several members of our Private Client Endowments and Foundations team in our Boston office. This candidate would be joining the existing Boston Administrative Team managed by the Boston Operating Officer. Candidates must possess the professional maturity to handle confidential and delicate client issues and internal matters.

Duties of the position include but are not limited to:

  • Proactively assist team members and anticipate their needs

  • Maintain several team members' schedules with internal and external meetings

  • General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, and filing

  • Assist with preparation of meeting materials including printing and binding

  • Coordinate travel and submit expense reports

  • Organize and manage meeting requirements from start to finish, including coordinating schedules, technology support and food service

  • Establish effective working relationships with colleagues and external contacts

  • Efficiently document client and prospects' contact information and meeting activity through SalesForce

  • Share responsibilities of going into the office as needed to handle mail and check processing functions while the firm operations under COVID-19 protocol

  • Provide desk and greeting coverage at reception, handling deliveries, and greeting clients and guests. Assistance at Boston Office events as needed for when the firm is fully back in the office

Job Requirements

  • 3-5 years' experience working in an administrative and support capacity

  • Demonstrated experience supporting several colleagues in a fast-paced environment

  • Must be a highly organized and efficient problem solver

  • Superior written and oral communication skills

  • Organizational/Project Management skills

  • Strong people skills; positive attitude, solutions-oriented

  • Professional demeanor

  • Illustrates tact, discretion, and good judgment in handling sensitive and confidential information

  • Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment

  • Ability to work independently and on team projects

  • Ability to set goals and meet deadlines

  • Working knowledge of MS Office; SalesForce experience is a plus

  • Financial services experience is a plus


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

  • Medical

  • Dental

  • Vision

  • Wellness program participation incentive

  • Financial wellness program

  • Gym membership discounts

  • Fitness event fee reimbursement

  • Corporate gym membership discounts

  • Colleague Assistance Program

  • Telemedicine Program (for those enrolled in Medical)

  • Adoption Benefits

  • Daycare late pick-up fee reimbursement

  • Basic Life & Accidental Death & Dismemberment Insurance

  • Voluntary Life & Accidental Death & Dismemberment Insurance

  • Short Term Disability

  • Paid Parental leave

  • Group Long Term Disability

  • Pet Insurance

  • 401(k) (50% employer match up to IRS limit, 4 year vesting)

  • Brown Advisory is an Equal Employment Opportunity Employer.

Brown Advisory is an Equal Employment Opportunity Employer

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Administrative Assistant

Brown Advisory