Wealth Management - Administrative Assistant
Core
Provide executive support to Managing Directors and senior executives on the OCIO team, handling calendar management, travel logistics, and expense processing.
Role type
Senior Administrative Assistant
Builds
Operational efficiency for executive leadership teams
Domain
Wealth Management / Institutional Consulting
Deliverable
Dashboards & analysis (via calendar/travel management)
Required skills
Calendar management, Travel coordination, Expense report processing, Microsoft Office (Word, Excel, Outlook, PowerPoint), Meeting preparation, Project facilitation
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
Seniority
Mid-level, hands-on IC
