Research Assistant

The Research Assistant assists the market research team in gathering data to assess the potential market for a product or service. This role will perform various administrative functions, serve as backup to peers, and facilitate the smooth operation of day-to-day department activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Set up, organize, and maintain paper and electronic filing systems for expenses, correspondence,

and other material, including off-site storage, as needed in a logical and easily retrievable manner.

• Make all travel arrangements for assigned business groups/sectors via the online system per Firm and department policy.

• Process all expense reports via the Corporate Accounting electronic expense system per Firm and department policy.

• Input client/transaction information into Salesforce and manage updates for the group as requested.

• Coordinate client and other meetings, including catering, materials, room reservations, and scheduling.

• Handle highly confidential information involving client information, deals, etc., with the utmost discretion.

• Work with management and team lead to assist in onboarding new hires in the department.

• Maintain office supplies for groups supported and oversee any requests for Facility services for groups supported.

• Greet visitors and callers and direct them to appropriate individuals/groups; handle/respond to inquiries; take messages and transfers/direct them to appropriate parties for assistance; research questions and resolve problems.

• Compose, type, and routine correspondence.

• Operate and assist in maintaining office equipment and may troubleshoot issues when appropriate.

• Create and maintain spreadsheets for tracking purposes involving client information, conferences, etc.

QUALIFICATONS

• Knowledge of administrative and clerical procedures and systems, managing files and records, and other standard office procedures and terminology.

• Excellent communication and problem-solving skills.

• Strong organizational and time management skills.

• Works independently.

• Has the ability to multitask and adapt to changing priorities.

• High level of attention to detail and accuracy.

• High level of professionalism and confidentiality.

EDUCATION AND EXPERIENCE

• Minimum Required: High School diploma or equivalent work experience.

• Minimum Required: 3+ years of administrative experience.

LICENSES AND CREDENTIALS

• Minimum Required: None.

SYSTEMS AND TECHNOLOGY

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.