Administrative Assistant III - Northeast Ohio Market
Core
Providing diverse and confidential administrative support to executives, including calendar management, travel coordination, and meeting logistics.
Role type
Senior Administrative Assistant
Builds
Operational support for executive teams
Domain
Wealth Management / Financial Services
Required skills
Calendar management, Travel coordination, Expense processing, Meeting minute preparation, Microsoft Office proficiency, Written communication, Oral communication, Problem solving, Prioritization, Attention to detail
Preferred skills
Financial products knowledge, Undergraduate degree
Technologies
Microsoft Office (Excel, PowerPoint, Co Pilot)
Responsibilities
Manage calendars for multiple executives, coordinate travel and expense reports, prepare meeting minutes and correspondence, handle incoming mail and phone calls, organize in-person meetings and off-sites.
Seniority
Mid-level, hands-on IC
