Administrative Assistant - Wealth Management Division
Core
Provide executive support to Managing Directors and senior executives in the OCIO group, handling calendar management, travel, and expense processing for a team serving institutional and private clients.
Role type
Senior Administrative Assistant
Builds
Operational support for executive team meetings, events, and client-facing logistics
Domain
Wealth Management / Financial Services
Required skills
Calendar management, Travel coordination, Expense reporting, Meeting preparation, Microsoft Office (Word, Excel, Outlook, PowerPoint), Communication, Time management, Multitasking
Preferred skills
None stated
Technologies
Microsoft Office Suite
Responsibilities
Manage calendars and coordinate logistics for internal, external events and team meetings; Monitor email, mail services, general copying, filing and scanning; Schedule travel and process expense reports; Assist with various meeting preparation; Facilitate and/or conduct ad hoc projects, trainings, and events for the team as necessary; Administer other duties as delegated by the team
Seniority
Mid-level, hands-on IC