Administrative Associate

KeyState is seeking an Administrative Associate who is detail-oriented, organized, and comfortable supporting high-level business activities in a fast-paced, professional setting. This position supports executive leadership, the investments team, and client-facing professionals while helping maintain an organized, welcoming, and efficient office environment.

Duties And Responsibilities Board Meetings and Client Materials

• Prepare and assemble client board meeting materials for the Investments team, ensuring confidentiality, accuracy, consistency, and professional formatting.
• Coordinate scheduling and logistics related to board and client meetings.

Executive and Sales Support

• Provide daytoday administrative support to executives and sales team members.
• Coordinate calendars, meetings, and logistics across teams.
• Assist with preparation, packaging, and shipping of client and marketing materials.

Office and Operations Support

• Serve as the onsite contact for building management, parking, and office vendors.
• Help maintain a polished, organized, and wellfunctioning office environment.

Records and Archive Management

• Maintain and organize internal archives and document inventories.
• Coordinate record storage and retrieval to ensure accuracy and accessibility.

Client Database Support

• Update and maintain client contact information within KeyState’s client database system with a high level of accuracy and accountability.

Front Desk and Client Experience

• Greet clients and guests and serve as a professional point of contact, creating a welcoming first impression for KeyState visitors.
• Answer phones and direct inquiries appropriately.

Minimum Qualifications

• Associate’s degree required; Bachelor’s degree preferred. Equivalent combinations of education, training, certifications, and work experience may be considered in lieu of a degree.
• 3+ years of administrative or office support experience in a professional environment.
• Experience supporting executives and preparing confidential materials for senior leadership or clients.
• Strong skills in Microsoft Word, Excel, PowerPoint, and Outlook.
• Excellent attention to detail and ability to manage multiple priorities independently.
• Highly organized with strong written and verbal communication skills.

Ideal Background

• Background in financial services, investment, insurance, or professional services.
• Experience preparing board books, client presentations, or executive materials.
• Experience using technology, including AI, to automate repetitive tasks withing an administrative function.
• Familiarity with client databases or document management systems.

Compensation KeyState offers a competitive compensation structure designed to reward performance and individual contributions. Compensation includes:

• Competitive base salary.
• Performancebased incentives.
• Comprehensive benefits including health, dental, vision, and retirement plan.

Total Compensation Is Commensurate With Experience. Work Environment This position is based in KeyState’s Las Vegas office and is required to be in office during normal business hours.

At KeyState, we value all employees and job candidates as unique individuals and welcome the variety of experiences they bring to our company. We maintain a strict non-discrimination policy and believe everyone should be treated equally regardless of race, sex, gender identification, sexual orientation, national origin, native language, religion, age, disability, marital status, citizenship, genetic information, pregnancy, or any other characteristic protected by law.

About KeyState Founded in 1991, KeyState is a rapidly growing, privately held financial services firm specializing in providing tax advantaged investments to community banks. With over $18 billion in assets under management, KeyState has managed investment subsidiaries for community banks for over 35 years.

In 2019, KeyState launched a renewable energy tax credit investment platform for community banks. KeyState helps community banks source, underwrite, and manage tax credit investments. To date, KeyState has raised and deployed approximately $1 billion in tax credit capital for community banks, financing over 200 renewable energy projects across the United States.

Based in Las Vegas, NV, KeyState has additional offices in Wilmington, DE, Burlington, VT, and Denver, CO. www.key-state.com