Job Description
Job Title: Administrative Assistant
Duration: 12+ Months (Possible extension)
Location: Lake Mary, FL 32746
Onsite Role (4 days a week)
Responsibilities:
Responsible for providing leverage for the entire Tax-Sensitive group relative to administration and support. S/he will be a central figure in organizing prospect, client and consultant meetings and events. Risk management is a critical function for this role pertaining to internal audit requirements for privacy, confidentiality and record keeping. Responsible for reconciling calculated prices, amounts and dates on all municipal bond trade tickets, immediately in the morning after each trading day and provide assistance to the trading desk. Will be responsible for maintaining and updating spreadsheets / reports to facilitate trading. Assist Product Management with the maintenance of competitor information / dat...