Administrative Assistant – Financial Services

Administrative Assistant – Financial Services

Speciality: Administrative & Office Support

Location: Bedford, NH, USA

Type: Full Time

Posted: 04-02-2021

Job Description

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Leddy Group

Administrative Assistant – Financial Services

In this full-time Administrative Assistant position within a financial planning firm in Bedford, NH, you will be responsible for supporting the advisors as they service the clients. This role requires strong computer and organizational skills, as well as professionalism and teamwork.

Responsibilities of the Administrative Assistant

  • Complete general administrative tasks such as answering phones, managing and ordering office supplies, processing incoming and outgoing mail, etc.
  • Process incoming client documentation
  • Monitor and resolve (if necessary) alerts in the client account management system
  • Monitor software for assigned tasks and complete your portion of the assigned task
  • Communicate with clients via software program
  • Provide meeting support by confirming meetings with participants, reserving meeting space, preparing presentation materials, etc.
  • Send Quarterly Reports/Newsletters by mail/email to clients
  • Complete mandatory compliance actions, as required
  • Other tasks as assigned

Qualifications of the Administrative Assistant

  • Prior experience as an administrative assistant
  • Ability to maintain a positive and inclusive work environment that reinforces collaboration and teamwork
  • Capable of performing duties with confidence and minimal supervision
  • Able to maintain confidentiality in all respects and exercise sound and ethical judgement, to mitigate risk for the firm.

If you enjoy contributing to the overall success of a team and meet the qualifications above, apply now for this direct hire Administrative Assistant position!

To apply, please email your resume to, call (603) 880-7184, or apply online at

About Leddy Group

We are Leddy Group . . . a privately owned, regional staffing company serving NH, ME, VT & northern MA since 1994. We are one great brand with multiple specialties:  accounting & finance, administrative & office support, engineering, human resources, industrial, skilled manufacturing, legal, and nonprofit.

At Leddy Group, we combine a consistency of values and traits with a singular standard for quality and best practices. We hold each other accountable to those standards, measure success by the quality of our outcomes, and establish goals based on continuous improvement metrics. We utilize a methodology and process to assess skills and experience; however, identifying the right “fit” is equally important for both candidates and clients alike. Our goal is to exceed your expectations. Our success is tied directly to your satisfaction.