Team Administrator
No visa sponsorship
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
Deliverable
dashboards & analysis
Required skills
Calendar management, Expense reporting, Phone support, Microsoft Office (Word, Excel, Outlook, PowerPoint), Travel itinerary management
Preferred skills
Multi-tasking, Detail-oriented, Time management, Adaptability