Senior Administrative Assistant, Private Wealth
Core
Senior Administrative Assistant supporting the Private Wealth team by managing complex schedules, travel, expenses, and client events.
Role type
Senior Administrative Assistant
Builds
Efficient team operations and seamless client experiences
Domain
Private Wealth / Financial Services
Required skills
Calendar management, Travel coordination, Expense reporting, Budget management, Event planning, Stakeholder communication, Microsoft Office (Excel, PowerPoint), Outlook proficiency, Time management, Problem-solving
Preferred skills
Financial services experience, Leadership skills, AI tool usage, Bachelor's degree
Technologies
Outlook, Microsoft Office, Excel, PowerPoint
Responsibilities
Manage calendars and Zoom accounts for senior professionals; Coordinate schedules with team, internal admins, and clients; Prepare and submit executive expense reports; Manage group budget, invoices, and payments; Arrange domestic and international travel; Coordinate private client meetings, dinners, and off-site events; Update client contact information; Manage special projects.
Seniority
Senior, hands-on IC
