Team Administrator
Core
Provide executive assistant support for Financial Advisors/Private Wealth Advisors, handling phone coverage, calendar management, and expense processing.
Role type
Administrative Assistant (Financial Services)
Builds
Administrative support for FA/PWA teams
Domain
Financial Services / Wealth Management
Required skills
Calendar management, Expense reporting, Phone support, Microsoft Office (Word, Excel, Outlook, PowerPoint), Travel itinerary management, Document handling (copying, filing, scanning)
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses
Responsibilities
Answering inbound/outbound calls, Managing calendars and coordinating meetings, Maintaining travel itineraries, Preparing expense reports, Assisting with general in-office support functions, Participating in firm initiatives
Seniority
Entry-level