Senior Administrative Assistant
Core
Senior Administrative Assistant partnering with Managing Directors and Financial Advisors to serve client needs, manage calendars, coordinate meetings, and support staff recruitment.
Role type
Senior Administrative Assistant (Executive Support)
Builds
Client service operations, advisor onboarding, management reporting, and office coordination for a Private Wealth Management Platform.
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Calendar management, meeting coordination, client servicing, staff recruitment support, expense reconciliation, presentation preparation, Microsoft Office proficiency
Preferred skills
Salesforce experience
Responsibilities
Manage Managing Director's calendar and travel plans; coordinate complex internal/external meetings; handle high-volume client phone calls; support advisor recruitment and onboarding; prepare presentations and reports; maintain databases and reconcile expenses.
Seniority
Senior, hands-on IC