• Investment Services Administrative Assistant

    Robert Half Accountemps (Shrewsbury, MA)


    Description

    We are looking for a detail-oriented Investment Services Administrative Assistant to join our team in Shrewsbury, Massachusetts. In this fully in-person role, you will provide vital support to the investment banking operations, ensuring smooth administrative processes and exceptional service delivery. This is a long-term contract position offering opportunities to gain experience in the credit union industry while contributing to high-impact financial services.

    Responsibilities:

    • Manage daily administrative tasks to support investment services operations and ensure efficiency.

    • Assist with Anti-Money Laundering (AML) compliance procedures to maintain regulatory standards.

    • Conduct research and analysis using tools like Capital IQ to support investment decision-making.

    • Prepare reports and presentations on discounted cash flow and other investment metrics.

    • Collaborate with team members to provide exceptional customer service to clients.

    • Maintain organized documentation and records for buy-side investment activities.

    • Utilize Microsoft Excel to manage data and create detailed financial spreadsheets.

    • Support the team in tracking and monitoring investment portfolios and their performance.

    • Coordinate and schedule meetings, ensuring timely communication between stakeholders.

    • Assist in resolving client inquiries and providing solutions to enhance satisfaction.

     

    Requirements • Minimum of 1 year of experience in administrative assistance or a related role.

     

    • Familiarity with Anti-Money Laundering (AML) regulations and processes.

    • Knowledge of buy-side investments and financial analysis techniques.

    • Proficiency in tools such as Capital IQ and Microsoft Excel.

    • Ability to analyze discounted cash flow and other financial metrics.

    • Strong organizational skills and attention to detail in documentation.

    • Excellent customer service skills with the ability to handle client inquiries effectively.

    • Demonstrated ability to work collaboratively in a team-oriented environment.

     

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .