Team Administrator
On-site · United StatesNo visa sponsorship
Core
Provides executive assistant support for Financial Advisors and Private Wealth Advisor teams, handling phone coverage, calendar management, and expense processing.
Role type
Administrative support specialist
Builds
Internal operational support for wealth management advisors
Domain
Financial services / Wealth management
Required skills
Calendar management, expense report preparation, phone coverage, travel itinerary management, Microsoft Office proficiency, filing and scanning
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses
Responsibilities
Answering inbound/outbound calls, managing calendars and meeting logistics, preparing expense reports, maintaining travel itineraries, general office support (copying, filing, scanning)
Seniority
Entry-level, individual contributor