Client Service Assistant

About the Role

The Client Service Assistant provides administrative support to the investment staff, including word-processing, report production, and coordinating and maintaining company files. This role also involves maintenance of contacts and calendars within the company’s contact databases and reports to the Administrative Manager.

Responsibilities

• Prepare client-ready reports and correspondence, including editing, printing, binding, and distributing client quarterly reviews.
• Provide administrative support to investment, operations, and systems staff as needed.
• Facilitate team communications to ensure timely reporting for clients.
• Manage reporting deadlines for the client team to ensure timely reporting.
• Support one or more assigned committees, including scheduling and attending meetings, formatting and distributing agendas and meeting materials, taking and distributing minutes, and recording votes.
• Maximize company productivity through proficient use of appropriate software applications.
• Work with other members of the administrative staff to establish and communicate broadly uniform administrative procedures and practices.
• Provide backup for the receptionist, including answering and screening incoming calls, greeting visitors, mail and fax distribution, and preparing facilities for in-house meetings.
• Utilize Meketa-approved technology (including AI), software, and related tools as part of daily work activities to improve quality and efficiency, support decision-making, and enhance deliverables, consistent with company policies and role requirements.
• Fulfill any and all other duties deemed necessary by management.

Requirements

• Proven knowledge and facility with Microsoft Office software, especially Word and PowerPoint.
• Strong organizational skills.
• Professional telephone manner.
• Excellent attention to detail.
• Strong social skills.
• Ability to work accurately in a detailed and time-sensitive environment.
• Ability to work well with employees from other company departments.
• Ability to learn and understand the different facets of our business.
• Minimum of two years of administrative experience in a corporate setting.

Measures of Success

• Accuracy and timeliness of client report production and correspondence.
• Degree of professionalism in telephone communications with clients and others.
• Responsiveness to requests for administrative support, including word processing and report production assistance.
• Improvements in quality and efficiency of work product.
• Levels of satisfaction of company employees, clients, and guests as end-users of the Client Service Assistant’s service.

About Meketa Investment Group

Meketa Investment Group is an employee-owned, full-service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors, including public and private plan sponsors. The firm has over 200 employees across six U.S. office locations and London.

Meketa recognizes that our workforce reflects our company and operates in an inclusive environment that accepts and promotes diversity. We believe employees can best serve clients in an atmosphere where individuals are treated fairly, professional growth is encouraged, and a healthy work-life balance is respected and preserved.

Benefits

• Competitive compensation structure.
• Core insurance benefits.
• Time-based benefits.
• Flexible schedules.
• Support for continuing education.