Investment Administrative Assistant

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual.

We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.

Job Description

THE ROLE

Using discretion and judgment, provides consistent, high-level administrative support to assigned members of the Investment Department in a value-added manner.

Ability to perform administrative responsibilities with minimal supervision.

Principal Responsibilities :

Partners with assigned investment professional to perform a variety of specialized duties, which may be complex in nature.

Understands their business needs; works proactively to meet those needs while following department procedures and guidelines.

• Comprehends the companies and industries being followed by assigned investment personnel and independently works to streamline and minimize administrative burden on the investment professional.
• Understands and masters all department systems, databases and research tools to ensure smooth and efficient department operations.
• Gathers research / data for presentation material, organizes travel for company visits, conferences and marketing trips and processes expense requests in a timely manner.
• Collaborates with the senior office associate to assist with administrative procedures and performs a variety of specialized duties which can be confidential in nature and require knowledge or understanding of department operations.
• Ensures external and internal communication, documents and materials are accurate and error free.
• Consistently looks for ways to improve various department processes and procedures to ensure efficiency.
• Serves as a resource to the senior office associate with new hire and ongoing training.
• Performs additional responsibilities as requested.

Qualifications :

• Bachelor’s degree or equivalent education and work experience.
• Minimum five years administrative assistant experience in the Financial Services Industry.
• Excellent interpersonal, communication and analytical skills.
• Advanced computer skills including Microsoft Outlook and Word, Excel, Power Point, & Access.
• Flexible and team oriented.
• Experience with travel and expense management, video conferencing equipment.

What we offer :

• Generous time-off provided : including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time.
• Family Focus : Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave.
• Health and Welfare : Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions.
• Wellness Programs : Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more.
• Life & Disability Benefits : Company-paid basic life insurance and short-term disability.
• Financial Benefits : 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs.

Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.

MFS is a hybrid work environment (remote / onsite) unless otherwise stated in the job posting.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email talent [email protected] for assistance.

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws.

Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited.

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