CEI · 1 month ago
Administrative Assistant - Financial Services
Boston, MA, US
Full-time
Hybrid
Mid Level
$25.75/hr - $25.75/hr
3+ years expCEI is a global financial services organization with a strong and diversified presence in the United States. They are seeking an Administrative Assistant I to provide administrative and office management support for front-office personnel, ensuring seamless coverage and service delivery for priority clients and senior stakeholders.
Information TechnologyIT ManagementMechanical EngineeringSoftware
Responsibilities
Provide strong administrative support to senior stakeholders and internal staff across all administrative requests
Manage domestic and international travel arrangements and heavy expense reporting
Coordinate calendars, meetings, room bookings, and Webex meetings with operator assistance
Support onboarding, internal transfers, and separations, including user access management
Act as a single point of contact for visiting employees and manage visitor logistics
Plan and coordinate logistics for internal and external events, including client meetings, roadshows, staff events, and workshops
Maintain email distribution lists, departmental reports, and meeting minutes for senior-level meetings
Process invoices, support external client onboarding, and manage cost control initiatives
Assist with presentation preparation, including PowerPoint development and report creation in Excel
Support Business Continuity Planning and facilities coordination
Develop and maintain procedures, controls, project plans, and timelines to ensure timely and accurate delivery
Partner with administrative colleagues across locations to provide coverage as needed
Complete additional projects and tasks as requested by management
Qualification
Required
Bachelor's degree or higher
3–5 years of proven experience as an Administrative Assistant within a financial institution
Strong administrative support experience across multiple levels of an organization
Demonstrated understanding of office and administrative management procedures and compliance requirements
Solid project management skills with experience developing project plans and managing timelines
Exceptional written and verbal communication skills with strong stakeholder engagement abilities
Excellent organizational skills with the ability to multitask, prioritize, and anticipate needs
High level of professionalism, discretion, initiative, and attention to detail
Advanced proficiency in Microsoft Outlook and Excel; strong skills in Word and PowerPoint
Experience with travel management, heavy expense processing, calendar management, event planning, invoice processing, and meeting coordination
Ability to work collaboratively in a team-based, multi-location support model
Company
CEI
CEI is at the forefront of providing software solutions for pressure vessel design and welding procedure management, being the first company to offer a solution for ASME Section VIII and Section IX over 30 years ago.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Michael Hartnett
CEO
Amee Hamilton
Chief Technology Officer
Company data provided by crunchbase