Administrative Assistant
Core
Client service professional supporting Financial Advisors in a Private Wealth Management Platform by managing schedules, preparing meeting materials, and handling client inquiries.
Role type
Administrative Assistant (Executive Support)
Builds
Client meeting readiness, operational efficiency for advisors, and office event logistics.
Domain
Private Wealth Management / Financial Services
Required skills
Calendar management, presentation preparation, client communication, office logistics, data entry, expense management, travel coordination, Microsoft Office proficiency
Preferred skills
Salesforce experience
Responsibilities
Prepare presentations and meeting materials for financial advisors; manage advisor calendars and schedule meetings; serve as primary point of escalation for client inquiries; coordinate office events and logistics; handle general administrative duties including correspondence and phone calls; manage data entry and tracking for team initiatives.
Seniority
Entry-level to Mid-level, individual contributor